Work From Home Account Manager

Nuvant Consulting Group; United States; Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Comprehensive benefits package

Flexible scheduling

Ongoing training and support

Ongoing training

Job summary

A financial solutions provider is looking for a Work From Home Account Manager to support clients with personalized financial options. You will manage both inbound and outbound communication, assist clients in identifying their goals, and track all activities using CRM records. The ideal candidate has sales or customer service experience and must be able to work independently. Competitive salary, performance bonuses, and a comprehensive benefits package including health insurance are offered.

Qualifications

• Experience in sales, customer service, or lead generation preferred.
• Goal-oriented with an ability to work independently.
• Results and goal oriented.
• Proactive communication with clients.

Responsibilities

• Proactively reach out to clients and handle inquiries.
• Align solutions with client goals and provide explanations.
• Maintain records in CRM and support retention efforts.
• Track activity and maintain up-to-date records in CRM
• Support retention efforts through ongoing communication

Skills

Sales experience

Customer service

Lead generation

Independent work

Results driven

Education

High school diploma or college degree

Job description

Work From Home Account Manager

Nuvant is seeking Work From Home Account Managers to join our sales 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 remote 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
• Remote work environment with flexible scheduling options
• Ongoing training and support