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Account Coordinator
Account CoordinatorNuvant Consulting Group • San Jose, CA, US
Account Coordinator

Account Coordinator

Nuvant Consulting Group • San Jose, CA, US
3 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Account Coordinator

About the Role :

We’re looking for a motivated and proactive Account Coordinator to play a key role in growing our client base. In this role, you’ll be reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions

Core Responsibilities

  • Conduct outbound outreach and respond to inbound inquiries from potential clients
  • Qualify leads and identify opportunities to present relevant services
  • Guide prospects through the initial stages of the sales cycle, including needs assessment and product recommendations
  • Support clients through onboarding and ensure a smooth handoff to internal service teams
  • Maintain accurate tracking of leads, calls, emails, and conversions in the CRM

Qualifications

  • High school diploma or college degree preferred
  • Experience in sales, business development, or client outreach a plus but not required
  • Strong communication and interpersonal skills
  • Self-motivated with a desire to meet and exceed performance goals
  • 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.
  • Comprehensive training and sales enablement tools
  • A collaborative, team-driven culture that celebrates wins and supports growth
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