Account Specialist

Nuvant Consulting Group; City of Rochester (NY); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive base salary and bonuses

Comprehensive benefits: medical, denta

Vison, 401k, and PTO

Work-from-home with flexible schedule

Job summary

Nuvant Consulting Group is seeking Account Specialists to join our team. You’ll support individuals and small businesses by helping them understand and access personalized financial solutions, managing inbound and outbound communications, and offering thoughtful recommendations based on client goals.

This remote role offers flexible scheduling and ongoing training to help you grow. A background in sales or customer service, along with a results-driven mindset, will help you build lasting client

Qualifications

• High school diploma or college degree preferred.
• Prior experience in sales, lead generation, or customer service roles a plus.
• Results and goal oriented.
• Able to work independently in a work from home environment.

Responsibilities

• Proactively reach out to clients and handle inbound inquiries
• Discuss client goals and align solutions accordingly
• Provide clear explanations of services and next steps
• Track activity and maintain up-to-date records in CRM
• Support retention efforts through ongoing communication

Skills

Sales experience

Customer service

Communication skills

Independent worker

Education

High school diploma

College degree preferred

Tools

CRM software

Job description

Account Specialist

Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

Core Responsibilities

• Proactively reach out to clients and handle inbound inquiries
• Discuss client goals and align solutions accordingly
• Provide clear explanations of services and next steps
• Track activity and maintain up-to-date records in CRM
• Support retention efforts through ongoing communication

Qualifications

• High school diploma or college degree preferred
• Prior experience in sales, lead generation, or customer service roles a plus
• Results and goal oriented
• Able to work independently in a work from home environment

What We Offer

• Competitive base salary plus performance-based bonuses and incentives.
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
• A work from home environment with flexible scheduling options
• Ongoing training and support