Remote Account Advisor for Client Success

Tech Sales Jobs; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary with bonuses

Comprehensive benefits: medical, etc.

Flexible remote schedule with support

Career growth opportunities

Collaborative remote team culture

Job summary

Tech Sales Jobs is seeking a Remote Account Specialist to support individuals and small businesses in finding suitable financial solutions. You will act as a trusted advisor, building client relationships and guiding them toward the right path.

In this remote role, you’ll connect with clients by calls and emails, customize recommendations, assist during onboarding, and keep precise CRM records. A collaborative, results-driven team awaits.

Qualifications

• Minimum high school diploma; college degree preferred.
• Excellent communication and interpersonal abilities.
• Strong organizational skills; ability to manage multiple accounts.
• Ability to work independently in a remote environment.
• Experience in account management, client services, or sales a plus.

Responsibilities

• Connect with prospective and existing clients through calls, emails, and follow-ups
• Learn about each client’s goals and provide personalized recommendations
• Support clients through onboarding and ensure smooth product setup
• Maintain accurate and detailed client records in CRM systems
• Conduct periodic check-ins to provide ongoing support and strengthen relationships
• Collaborate with internal teams to ensure client satisfaction and success

Skills

Communication skills

Interpersonal skills

Organization

Remote work capability

Account management experience

Education

High school diploma or college degree

Tools

CRM systems

Job description

Tech Sales Jobs is seeking a Remote Account Specialist to support individuals and small businesses in finding suitable financial solutions. You will act as a trusted advisor, building client relationships and guiding them toward the right path.

In this remote role, you’ll connect with clients by calls and emails, customize recommendations, assist during onboarding, and keep precise CRM records. A collaborative, results-driven team awaits.