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Virtual Account Representative Jobs in San Ramon, CA

Virtual selling and cold calling to new and existing targets. * Providing pricing strategy, price ... Representing the company at healthcare conferences and seminars to promote our products and company.

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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.

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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 Jun 26, 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 are Virtual Account Representatives?

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, and why are they important?

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 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:

Enterprise Account Executive

AllSpice.io

San Francisco, CA โ€ข On-site

Full-time

Medical, Dental, Vision, PTO

Posted 28 days ago


Job description

Location: Hybrid (San Francisco or Boston preferred) or Remote for the Right Individual
About AllSpice
At AllSpice, we're building a platform for hardware engineering teams to collaborate, automate, and supercharge their workflows. By applying proven software development principles and AI technology to the hardware lifecycle, we're redefining how a $6.5B+ industry designs, builds, and collaborates - powering innovation across electronics teams worldwide.
Read more about us in TechCrunch here, and our latest Series A announcement here!
We're entering a high growth phase and are looking for an Enterprise Account Executive to help scale revenue, close complex deals, and build long term relationships with engineering led organizations. This role combines strategic enterprise selling with hands-on execution and close collaboration with product and leadership.
The ideal candidate is a hunter who is comfortable navigating ambiguity, thrives in deeply technical conversations, and has experience selling emerging or category-defining technology to sophisticated buyers.
What You'll Do
  • Own and drive enterprise revenue growth across a defined set of target accounts
  • Manage the full sales cycle end to end: outbound prospecting, discovery, demo, negotiation, and close
  • Run structured, value-driven discovery calls and demos that map AllSpice's capabilities to technical and business needs
  • Sell multi-stakeholder, six to eight figure deals to engineering, product, and executive buyers
  • Build and manage pipeline using HubSpot, leveraging personalized outbound and account based strategies
  • Rigorously qualify and forecast deals using MEDDPIC
  • Collaborate with marketing, product, and customer experience teams to refine messaging, pricing, and objection handling
  • Capture and synthesize customer and market feedback to influence roadmap and positioning
  • Contribute to and help evolve sales playbooks, processes, and onboarding materials
  • Represent AllSpice at industry events, conferences, and tradeshows
  • Compete effectively against incumbent and emerging solutions by clearly quantifying business value and ROI

What We're Looking For
  • 4+ years of experience in a quota carrying SaaS sales role, ideally selling technical platforms, developer tools, or hardware-adjacent products
  • Proven track record of meeting or exceeding quota in complex, multi-threaded sales cycles
  • Demonstrated success closing six to eight figure enterprise deals
  • Strong written and verbal communication skills; comfortable engaging engineers, technical leaders, and executives
  • Hands-on experience with HubSpot and outbound tools (e.g., Buzz or similar), plus virtual demo platforms (Zoom, Loom)
  • Deep familiarity with MEDDPIC as a qualification and forecasting methodology
  • Ability to run disciplined deal reviews and confidently forecast pipeline health
  • Entrepreneurial mindset, proactive, resourceful, and energized by building in a fast-moving environment
  • High EQ, strong collaboration skills, and a bias toward action

Bonus Points
  • Experience selling to technical buyers such as hardware engineers, product development teams, or manufacturing organizations
  • Background in electrical or mechanical engineering, or adjacent technical fields
  • Prior experience at an early stage startup or category defining company

Benefits
  • Competitive salary and equity
  • Health, dental, and vision insurance
  • Generous PTO
  • Flexible work arrangements (hybrid or remote)
  • Home + in-office stipends
  • Opportunity to make a meaningful impact at a fast-growing company alongside a smart, supportive team