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Virtual Account Representative Jobs in Washington

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

Appropriately documents conversations with clients and carrier representatives and updates all HUB ... Mastery of virtual technology, including meeting scheduling, video display and screen sharing.

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

Key Account Manager - OEM

Ashburn, VA ยท On-site

$130K - $150K/yr

Represent Janitza at OEM-relevant trade events, technical conferences, and industry forums ... Deliver virtual and in-person technical presentations, including webinars, lunch-and-learns, and ...

Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

Showing results 41-60

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 Washington? The most popular types of Account Representative jobs in Washington are:

Sales Development Rep

Carrier Sales & Distribution LLC

Hanover, MD โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

Sales Development Rep | Carrier Enterprise | Hanover, MD
Introduction:
Carrier Enterprise (CE) currently has an exciting opportunity for a Sales Development Representative to join a leading national distributor of residential and light commercial HVAC products, parts, and supplies, and gain valuable experience in the HVAC/R distribution and wholesale industry.
Company Description:
Carrier Enterprise (CE) is a national distributor of residential and light commercial Heating, Ventilation and Air Conditioning (HVAC) products, parts and supplies through licensed HVAC/R dealers and contractors. CE operates primarily in the business-to-business environment where its products are sold through licensed HVAC dealers and HVAC contractors. These dealers are independent companies that sell, deliver and service Carrier, Bryant & Payne products to residences and businesses in their respective markets. CE offers customers a wide range of HVAC/R product lines, competitive pricing, best in class customer service and valuable, timesaving services that positions CE as an industry leader. With over 200+ locations, in 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada there is a location to service our customers HVAC/R needs.
Company website:
www.carrierenterprise.com
Summary:
The Sales Development Representative (SDR) position drives business growth and margin expansion through strategic sales initiatives and virtual customer engagement. This role requires independent analysis and decision-making to develop and execute sales strategies that directly impact organizational success. Through our digital platforms and phone interactions, this position leverages proven HVAC industry expertise and relationship management skills to deliver customized strategic sales solutions that drive sustainable customer growth.
Company website:
www.carrierenterprise.com
Responsibilities:
  • Design and execute strategic sales initiatives to drive revenue growth within our residential add-on replacement HVAC customer portfolios, utilizing independent market analysis
  • Develop and optimize customer relationships through the use of virtual platforms to maximize sales opportunities and strengthen business partnership
  • Identify and advance high-value sales opportunities within established accounts through strategic assessment and independent decision-making
  • Drive business growth through cross-functional collaboration and developing initiatives that enhance the customer experience and produce sales results
  • Leverage CRM analytics to evaluate customer sales performance and implement data-driven strategies for portfolio expansion
  • Collaborate with regional market leaders and internal teams (marketing, credit, operations, etc.) to analyze market trends and customer insights to formulate strategic recommendations for revenue optimization
  • Develop and execute comprehensive sales strategies with independent judgment to achieve organizational growth targets
  • Direct customer engagement strategies to ensure sustained revenue growth and maximize account retention through strategic relationship management

Desired Qualifications:
  • Demonstrated knowledge of HVAC systems, terminology, and product applications preferred
  • Proven track record in customer relationship management with minimum 2 years' experience
  • Established background in strategic sales and revenue growth
  • Excellence in professional communication and relationship building
  • Demonstrated ability to execute strategic initiatives with urgency, precision and results
  • Strong analytical and decision-making capabilities
  • Proven success in self-directed business development
  • Advanced proficiency in business technology platforms including CRM systems and MS Office Suite
  • Experience in developing and implementing customer-focused business solutions
  • Proven track record of closing sales opportunities through systematic follow-up and strategic account management

Requirements:
  • 2-5 years of progressive experience driving business growth and revenue development within the HVAC or similar industry, with emphasis on strategic sales and relationship management
  • High School Diploma or GED equivalent; AA/AS degree in Business, Marketing, or related field preferred

Benefits:
  • Health Insurance
  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance (Short-term and Long-term)
  • Employee Assistance Program (EAP)
  • Tuition Reimbursement & Professional Development
  • Paid Vacation & Sick time
  • Company Paid Holiday's
  • 401(k) Plan with Employer Match
  • Employee Discount Program

Invitation to Apply:
Full-time and part-time positions are available. To explore this exciting opportunity and other career opportunities at Carrier Enterprise, visit our careers page at www.carrierenterprise.com/careers. Learn more about our company and team.
Equal Opportunity Statement:
Carrier Enterprise, LLC is an Equal Opportunity Employer and does not discriminate on the basis of age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and competence.
Requirements:
  • 2-5 years of progressive experience driving business growth and revenue development within the HVAC or similar industry, with emphasis on strategic sales and relationship management
  • High School Diploma or GED equivalent; AA/AS degree in Business, Marketing, or related field preferred