Account Coordinator
Nuvant Consulting Group
Milwaukee, WI
Sales / Marketing, Business Development
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
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
- 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
- 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
About the company
Company website•Business Consulting and Services
A strategic consulting firm committed to driving meaningful change.
From risk management to financial advisory, we help businesses navigate complexity, seize market opportunities, and operate more efficiently. Our experienced team partners with clients to deliver tailored insights and actionable strategies that fuel long-term growth and transformation.