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Account Coordinator at Nuvant Consulting Group
Milwaukee, Wisconsin, United States -
Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

75000.0

Posted On

09 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Outbound Outreach, Inbound Inquiry Response, Lead Qualification, Needs Assessment, Product Recommendations, Client Onboarding, CRM Tracking, Communication, Interpersonal Skills, Self-Motivation

Industry

Business Consulting and Services

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
Responsibilities
The Account Coordinator will conduct outbound outreach and respond to inbound inquiries from potential clients, qualifying leads and guiding prospects through the initial sales cycle stages. This role also involves supporting clients through onboarding and ensuring a smooth transition to internal service teams while maintaining accurate CRM tracking.