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Virtual Account Representative Jobs in San Ramon, CA

Sr Account Executive II

San Jose, CA · On-site

$248K - $372K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Lead virtual account teams including Applications Engineering, Technical Management, Product ... Represent Cadence at customer events, industry conferences, and executive briefings. Qualifications ...

PR Account Director

San Francisco, CA · On-site

  • Medical

  • Dental

  • Vision

Award Winning, SF based PR Agency seeks PR Account Director Job Title: PR Account Director Salary ... and an all virtual one - a close-knit team based throughout the U.S. that represents stellar ...

PR Account Director

San Francisco, CA · On-site +1

  • Medical

  • Dental

  • Vision

Award Winning, SF based PR Agency seeks PR Account Director Job Title: PR Account Director Salary ... and an all virtual one - a close-knit team based throughout the U.S. that represents stellar ...

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Account Development Manager

Union City, CA · On-site

$45K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop and manage relationships with assigned distributor accounts, sales representatives, and end users * Conduct a high volume of outbound calls, virtual meetings, and follow-up communication

Hybrid Virtual Sales Representative

San Jose, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Facilitate account management skills (account planning, field resource coordination; close, support customer education and promotion needs, reporting). * Demonstrateeffectivenessworking independently ...

Account Mgmt Medical Director RVP

Walnut Creek, CA · On-site

$286K - $514K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... May represent the company on external committees or with applicable vendors as needed. * Fosters a ...

Represent the company at trade shows, conferences, and industry events * Become a true expert in ... Monthly Virtual Work stipend for things like food, internet, travel, pet care, health and wellness

Major Account Manager

Livermore, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires frequent outbound customer engagement, executive meetings, virtual ... Represent MGT at industry conferences, customer events, trade shows, and professional associations ...

Major Account Manager

Livermore, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires frequent outbound customer engagement, executive meetings, virtual ... Represent MGT at industry conferences, customer events, trade shows, and professional associations ...

Major Account Manager

Livermore, CA · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires frequent outbound customer engagement, executive meetings, virtual ... Represent MGT at industry conferences, customer events, trade shows, and professional associations ...

Major Account Manager

Livermore, CA · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires frequent outbound customer engagement, executive meetings, virtual ... Represent MGT at industry conferences, customer events, trade shows, and professional associations ...

Major Account Manager

Livermore, CA · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires frequent outbound customer engagement, executive meetings, virtual ... Represent MGT at industry conferences, customer events, trade shows, and professional associations ...

Major Account Manager

Livermore, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires frequent outbound customer engagement, executive meetings, virtual ... Represent MGT at industry conferences, customer events, trade shows, and professional associations ...

Enterprise Account Executive

San Francisco, CA · On-site

  • Medical

  • Dental

  • Vision

  • PTO

Represent AllSpice at industry events, conferences, and tradeshows * Compete effectively against ... Hands-on experience with HubSpot and outbound tools (e.g., Buzz or similar), plus virtual demo ...

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Showing results 1-20

Virtual Account Representative information

See San Ramon, CA salary details

$29.1K

$63K

$102.8K

How much do virtual account representative jobs pay per year?

As of Aug 19, 2026, the average yearly pay for virtual account representative in San Ramon, CA is $63,041.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $78,800.00 per year, depending on experience, location, and employer.

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 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 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 most commonly searched types of Account Representative jobs in San Ramon, CA?

The most popular types of Account Representative jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Virtual Account Representative jobs?

Cities near San Ramon, CA with the most Virtual Account Representative job openings:

Physician Account Representative

SimonMed Imaging

San Francisco, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


SimonMed Imaging rating

5.8

Company rating: 5.8 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

773rd of 888 rated healthcare providers


Job description

Drive meaningful physician partnerships that expand access to advanced imaging and ensure patients receive timely, high-quality diagnostic care.

At SimonMed, the Physician Account Representative is responsible for building and maintaining strong relationships with physicians, office staff, and healthcare decision-makers across an assigned territory. This role promotes SimonMed's imaging services, supports referring providers, and ensures seamless access for patients who depend on timely diagnostic imaging.

This is a high-impact, field-based role where relationship-building, clinical understanding, and proactive outreach directly influence patient access, provider satisfaction, and organizational growth. If you thrive in a fast-paced environment where your work connects providers to essential patient services, this role offers meaningful purpose and visibility.

What You Bring

Relationship-driven mindset: You build and maintain trusted partnerships with physicians, office staff, and healthcare professionals through consistent, professional engagement in a field-based environment.

Strong sales and business development skills: You proactively generate new business through cold calling, outreach, territory planning, and in-person or virtual physician office visits.

Clinical curiosity and product knowledge: You learn and communicate imaging services effectively, delivering in-services and educational materials that support provider decision-making.

Results-oriented execution: You track performance against goals, manage territory activity, and consistently work toward achieving or exceeding sales targets.

Market awareness and adaptability: You monitor industry trends, competitor activity, and managed care dynamics to identify opportunities and adjust strategy.

Collaborative communication: You partner with internal teams including physician relations, operations, and scheduling to ensure smooth service delivery and strong provider experience.

What You'll Gain

Purpose-driven impact: Your work directly improves patient access to diagnostic imaging by strengthening physician referral relationships and reducing barriers to care.

Field-based autonomy: Manage your own territory with the flexibility to plan visits, build relationships, and drive results in a dynamic healthcare market.

High visibility role: Your performance directly influences organizational growth, provider satisfaction, and patient volume across the region.

Professional growth in healthcare sales: Build expertise in medical imaging, healthcare systems, and provider engagement strategies.

Collaborative support structure: Work closely with internal teams committed to delivering excellent service to referring providers and their patients.

You're a Strong Fit If You Have

Bachelor's degree in Business Administration, Marketing, Healthcare Administration, or related field required
2+ years of sales experience preferred (healthcare or medical sales a plus, but not required)
Strong ability to build and maintain professional relationships in a field-based role
Experience with cold calling, prospecting, and territory management
Strong communication, presentation, and interpersonal skills
Ability to meet or exceed sales goals and performance metrics
Understanding of healthcare environments, medical terminology, or imaging services preferred
Ability to manage multiple priorities and travel within assigned territory
Self-motivated, organized, and results-driven approach

Benefits

Your health, happiness and future matters!

At SimonMed, we offer:

  • We believe in preventative care for everyone including our team - SimonMed provides free, whole-body scans to each member
  • Competitive wages
  • No nights/no calls/no weekends
  • Medical, dental, and vision insurance
  • 401(k) eligibility
  •  Pet Insurance
  •  Paid holidays
  • PTO
  • Sick Time
$80 - $145 a year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Employment is contingent upon successful completion of drug and background screening. Some positions will require a favorable driving record.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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