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 Account Executive salary
RoleAccount Executive
SeniorityMid-level
LocationWorldwide
WorkplaceRemote
EmploymentFull-time
PostedSep 11, 2026
Role brief
remoteroles summary, based on the employer's posting.
What you'll do
- Reach current and prospective clients by phone and email, then follow up to keep conversations moving
- Learn what each client wants to achieve and recommend financial options suited to their needs
- Guide clients through onboarding and product setup, helping make the process straightforward
- Keep CRM records current and detailed, and check in with clients to support their ongoing needs
- Coordinate with internal teams to help resolve client needs and maintain satisfaction
What you bring
- Strong communication and people skills, along with the ability to stay organized across multiple accounts
- You can work independently in a remote setting
- Experience in sales, account management or client services is a plus
Who this fits
This remote role suits someone who enjoys advising individuals and small businesses and managing client relationships. A high school diploma or college degree is preferred.
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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