Remote Account Executive

Summary

Nuvant Consulting Group is seeking a Remote Account Executive to help individuals and small businesses identify financial solutions that fit their goals. The role focuses on building client relationships, providing personalized recommendations, supporting onboarding and product setup, maintaining CRM records, and ensuring ongoing client satisfaction.

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

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

Qualifications

Must Haves

• Excellent communication and interpersonal skills
• Strong organizational skills and ability to manage multiple client accounts
• Comfortable working independently in a remote environment

Nice to Haves

• High school diploma or college degree preferred
• Prior experience in account management, client services, or sales is a plus

Benefits

• Performance bonuses and incentives
• Medical benefits
• Dental benefits
• Vision benefits
• 401(k) retirement plan
• Paid time off
• Flexible remote work schedule with structured support
• Career growth opportunities within a rapidly expanding company
• Collaborative, mission-driven remote team culture