Remote Account Advisor — Client Solutions & Onboarding

Nuvant Consulting Group; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Remote work

Career growth

Team culture

Job summary

Tech Sales Jobs is seeking a Remote Account Representative to help individuals and small businesses explore tailored financial solutions. You will be a reliable point of contact, guiding clients through options, next steps, and relationship-building from the comfort of your home.

You’ll connect with new clients, learn their goals, present suitable solutions, and support onboarding and product setup. Strong communication and organization are essential in a remote setting with proactive client

Qualifications

• High school diploma required; college degree preferred.
• Strong communication and relationship-building skills.
• Highly organized and comfortable working independently in a remote setting.
• A proactive, client-focused attitude with strong attention to detail.
• Previous experience in customer service, account support, or sales is a plus.

Responsibilities

• Connect with new and prospective clients through outreach and follow-ups.
• Learn about each client’s financial goals and challenges.
• Present solutions that align with their needs and objectives.
• Assist clients through onboarding and product setup.
• Maintain detailed client information and activity logs in CRM tools.
• Provide ongoing support through regular check-ins and service updates.

Skills

Strong communication

Relationship-building

Highly organized

Independent work

Remote work experience

Education

High school diploma

College degree preferred

Tools

CRM tools

Job description

Tech Sales Jobs is seeking a Remote Account Representative to help individuals and small businesses explore tailored financial solutions. You will be a reliable point of contact, guiding clients through options, next steps, and relationship-building from the comfort of your home.

You’ll connect with new clients, learn their goals, present suitable solutions, and support onboarding and product setup. Strong communication and organization are essential in a remote setting with proactive client