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Virtual Account Representative Jobs in Connecticut

reliance

Account Representative 1

Wallingford, CT · On-site

Responsible for maintenance, development, and growth of new and established customer accounts by means of face-to-face and virtual communication, entertainment and office work * Serves as the primary ...

Lauber Business Partners

Be Seen First

Regional Sales Account Leader

Hartford, CT · On-site

$85K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Provide customer solutions through onsite visits, virtual meetings, product demonstrations, and ... Represent company at sales meetings, training sessions, industry events, and tradeshows to deepen ...

SNAP Diagnostics

MEDICAL SALES REPRESENTATIVE

Fairfield, CT · On-site

$37K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

S., and are looking for talented sales representatives to help us develop and manage accounts ... virtual), in addition to providing regular communication and support to all accounts in your ...

Orion Talent

Account Engineer

Glastonbury, CT · On-site

$110K/yr

... site and virtual inspections of insured facilities. This role bridges technical engineering ... Engineers in this role serve as representatives in the field and must demonstrate professionalism ...

Wolters Kluwer

Account & Relationship Manager

Glastonbury, CT · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue. * Directly ... Communicate effectively in both face-to-face and virtual selling environments. * Interpersonal ...

Wolters Kluwer

Account & Relationship Manager

Glastonbury, CT · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue. * Directly ... Communicate effectively in both face-to-face and virtual selling environments. * Interpersonal ...

Wolters Kluwer

Account & Relationship Manager

Glastonbury, CT · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue. * Directly ... Communicate effectively in both face-to-face and virtual selling environments. * Interpersonal ...

Lone Star Careers

Remote Account Executive

New Haven, CT · Remote

$69K - $150K/yr

  • Medical

  • Dental

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Supportive and collaborative virtual team environment Qualities We Value * Willingness to learn and ...

Lone Star Careers

Remote Account Executive

Waterbury, CT · Remote

$69K - $150K/yr

  • Medical

  • Dental

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Supportive and collaborative virtual team environment Qualities We Value * Willingness to learn and ...

Lone Star Careers

Remote Account Executive

Hartford, CT · Remote

$69K - $150K/yr

  • Medical

  • Dental

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Supportive and collaborative virtual team environment Qualities We Value * Willingness to learn and ...

Lone Star Careers

Remote Account Executive

Stamford, CT · Remote

$69K - $150K/yr

  • Medical

  • Dental

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Supportive and collaborative virtual team environment Qualities We Value * Willingness to learn and ...

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All JobsAccount Representative JobsVirtual Account Representative JobsVirtual Account Representative Jobs in Connecticut

Virtual Account Representative information

What is a virtual account representative?

Virtual Account Representatives are professionals who manage customer accounts and support sales operations remotely, typically via phone, email, or online platforms. They build relationships with clients, address inquiries, resolve issues, and help drive sales growth without meeting clients in person. This role often involves using CRM software, coordinating with other teams, and ensuring customer satisfaction. Virtual Account Representatives are crucial for businesses looking to maintain strong client connections in a digital environment.

What is the difference between Virtual Account Representative vs Customer Service Representative?

AspectVirtual Account RepresentativeCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may require certifications in finance or bankingHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentRemote, online platforms, financial institutionsCall centers, retail stores, or remote
Industry UsageFinancial services, banking, fintechRetail, telecommunications, various service sectors
Job FocusManaging virtual accounts, transactions, and client inquiries related to accountsAssisting customers with product info, issues, and service requests

The Virtual Account Representative primarily handles virtual banking accounts and transactions in a remote setting within financial industries, requiring specific financial knowledge. Customer Service Representatives focus on general customer support across various sectors, often in person or via phone. While both roles involve client interaction, the Virtual Account Representative specializes in account management in a digital environment, whereas Customer Service Representatives provide broader customer support.

What are the key skills and qualifications needed to thrive as a virtual account representative?

To thrive as a Virtual Account Representative, you need strong customer service abilities, sales acumen, and a solid understanding of account management, often supported by a background in business or communications. Familiarity with CRM software, online communication platforms, and basic data analysis tools is typically required. Outstanding interpersonal skills, proactive problem-solving, and the ability to work independently set top performers apart in this role. These skills ensure effective client relationships, efficient remote communication, and the achievement of sales and retention goals in a virtual environment.

How does a virtual account representative typically collaborate with sales and customer support teams?

As a Virtual Account Representative, you will often act as a bridge between customers and internal teams, including sales and customer support. Collaboration usually involves sharing customer insights, updating CRM records, coordinating on client needs, and ensuring a seamless customer experience. Regular virtual meetings and communication tools like email, chat, and project management platforms are essential for staying aligned with team goals and resolving client issues promptly. This collaborative structure not only supports your clients but also helps you learn from colleagues and grow professionally within the organization.

What are the most commonly searched types of Account Representative jobs in Connecticut?

The most popular types of Account Representative jobs in Connecticut are:

What cities in Connecticut are hiring for Virtual Account Representative jobs?

Cities in Connecticut with the most Virtual Account Representative job openings:

Virtual Account Representative jobs near you

Account Representative 1

reliance

Wallingford, CT • On-site

Full-time

Re-posted 14 days ago

Job description

Job Summary
This position falls within the Sales Job Family, which includes roles focused on promoting and maintaining sales through lead generation and development, as well as executing sales in person, remotely, over the phone, or via email. The role also involves providing customer service, acting as a primary point of contact, and supporting marketing efforts through the analysis and dissemination of information on market trends, demand, pricing, and other key factors related to The Infra Groups' products. As a crucial part of our organization, this role supports local leadership strategies and drives proactive external efforts to maintain and grow the business.
Physical Requirements
Stand or Sit(Stationary position), Walk(Move, Traverse), Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position), Talk/hear(Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Repetitive Motion
Function in the Job
Sedentary Work- Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
Job Function
  • As a subject matter expert, responsible for independently completing a broad range of sales and/or customer services tasks and/or planning or leading tasks and/or other staff in the accomplishment of work
  • Responsible for maintenance, development, and growth of new and established customer accounts by means of face-to-face and virtual communication, entertainment and office work
  • Serves as the primary contact for customers, maintains customer relationships and addresses all issues with the assigned customer base
  • Manages assigned customer accounts and builds customer relationships to continue to grow business opportunities with the customer
  • Partners with customers within assigned territories to proactively identify long and short-term needs and provide mutually beneficial solutions for products and/or services
  • Generates new business and drives repeat business by ensuring customer satisfaction
  • Schedules and completes regular visits to assigned customer accounts
  • Analyzes historical trends of material usage to better understand customer needs and identify opportunities to improve service
  • Educates customers about additional value and services such as ensuring their goals are better met
  • Assists with inventory management and developing inventory levels based on current market forecasts
  • Highlights product features based on a technical knowledge of product capabilities and limitations
  • Answers customers' questions about products, prices, availability, and product uses
  • Develops/maintains effective relationships with customers, providing customer service and complain resolution
  • Regularly inquires and monitors customer satisfaction regarding quality of products, services and deliveries
  • Promotes feedback mechanisms for customers to influence the continuous improvement of operations and/pr production and makes recommendations for potential product enhancements or modifications to increase sales
  • Develops or enters formal quotations into appropriate system or format and provides them to customers
  • Negotiate certain pricing and/or agreements, following established guidelines and/or approvals
  • Following up with all quotes in a timely manner and according to policy
  • Facilitates execution of accepted agreements, coordinating with operations to ensure all terms are followed
  • Acquires and regularly updates general knowledge of the metals industry and business trends through trade association events and industry publications
  • Continually upgrades and maintains working knowledge of company products, services, equipment, programs and corporate policies & procedures to successfully communicate and sell to new and existing accounts
  • Interact with other members of the sales and operations team to assist in penetrating specific territory or market to increase sales levels and contractual opportunities
  • Position will follow Sales Incentive Plan Guidelines
  • Responsible for adhering to safety processes and protocols
  • Responsible for monitoring, staying current and fully trained on location specific company supplied technology tools: Eniteo, InfraWeb, CSV & SteelXml Import files (Bluebeam), Customer Estimating Software (Vector) The Infra Group Customer Portal, Processing Tools (FastCam), Customer Payment System (Handle), Qlik Data, CRM (Hubspot)

Required Skills
  • 0-5 years relevant experience or any equivalent combination of education and experience that provides the required knowledge, skills and abilities required
  • High School diploma/GED required, Bachelor's degree preferred
  • Excellent Communication Skills
  • Highly Organized
  • Superior Interpersonal Skills
  • Ability to multi-task
  • Excellent People Skills
  • Positive Teammate
  • Strong computer proficiency and working knowledge of Microsoft applications (Excel, Word, PowerPoint, Teams) as well as internet search engines required

EEO Statement
Reliance, Inc. IS A DRUG-FREE WORK ENVIRONMENT EEO/DISABILITY/VETERAN

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