Remote Account Executive
Remote Worldwide Full-time Mid-level Account Executive
At a glance
Mid-level Account Executive role at Nuvant Consulting Group. Remote · full-time.
Pay not stated
RoleAccount Executive
SeniorityMid-level
LocationWorldwide
WorkplaceRemote
EmploymentFull-time
PostedSep 11, 2026 · 2w ago
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Reach prospects and current clients by phone and email, then keep conversations moving through follow-ups
- Learn each client’s objectives and match them with tailored financial recommendations
- Guide new clients through onboarding while helping them complete product setup smoothly
- Keep CRM records complete and accurate across multiple client accounts
- Check in regularly, strengthen relationships, and coordinate internally around client success
What you bring
- Strong written and verbal communication skills for client conversations and relationship building
- Organized account management habits, with the ability to handle several clients at once
- Comfort working independently in a remote setting
- A high school diploma or college degree is preferred
- Background in account management, client services, or sales is a plus
Who this fits
You’ll suit this role if you like advising individuals and small businesses, maintaining client relationships, and managing follow-through independently. It is a full-time remote position with a flexible schedule and structured support.
From the employer
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
Qualifications
What We Offer
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
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