Remote Account Executive

Nuvant Consulting Group; United States; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Medical/dental/vision

401(k)

Paid time off

Flexible remote schedule

Career growth

Job summary

Nuvant Consulting Group is seeking a Remote Account Executive to help individuals and small businesses discover financial solutions that fit their goals. You’ll serve as a trusted advisor—building meaningful client relationships, understanding unique needs, and guiding them toward the right financial path.

The role offers a competitive base salary with performance bonuses, a comprehensive benefits package, and a flexible remote schedule.

Qualifications

• Experience in account management, client services, or sales is a plus.
• Strong communication and organization are essential.
• Comfortable working remotely and independently.

Responsibilities

• Reach out to prospective and existing clients via calls and emails.
• Understand client goals and provide personalized recommendations.
• Support onboarding and product setup for clients.
• Maintain accurate client records in CRM systems.
• Conduct periodic check-ins to strengthen relationships and satisfaction.
• Collaborate with internal teams to ensure client success.

Skills

Excellent communication

Interpersonal skills

Independent remote work

CRM experience

Sales/account management experience

Education

High school diploma or college degree

Tools

CRM systems

Job description

Remote Account Executive

About the Role:

We’re looking for Remote Account Executives to help individuals and small businesses discover financial solutions that fit their goals. In this role, you’ll serve as a trusted advisor—building meaningful client relationships, understanding unique needs, and guiding them toward the right financial path. If you enjoy helping people make informed decisions and value the flexibility of remote work, this role is for you.

Key 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

Qualifications

• High school diploma or college degree preferred
• Excellent communication and interpersonal skills
• Strong organizational skills and ability to manage multiple client accounts
• Comfortable working independently in a remote environment
• Prior experience in account management, client services, or sales is a plus

What We Offer

• Competitive base salary plus performance bonuses and incentives
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
• Flexible remote work schedule with structured support
• Career growth opportunities within a rapidly expanding company
• A collaborative, mission-driven remote team culture