Associate Account Representative

Key Responsibilities

• Client Acquisition & Onboarding: Support the end-to-end onboarding process for new accounts, ensuring swift integration into Nodal’s exchange and clearing systems.
• Proactive Lead Generation & Prospecting: Build and manage early-stage account pipelines by identifying, contacting, and mapping prospective market participants, clearing members, and energy trading desks.
• Consultative Sales & Training: Deliver engaging product walkthroughs and platform training to prospective and existing clients, showcasing Nodal’s unique risk management tools and margin methodologies.
• Account Retention & Growth: Serve as a responsive primary point of contact for active trading clients and back-office teams, proactively resolving operational inquiries to build long-term loyalty and drive transaction volumes.
• CRM & Pipeline Management: Maintain high pipeline hygiene in Salesforce, tracking prospective leads, client touchpoints, and account expansion milestones.
• Cross-Team Collaboration: Collaborate cross-functionally with several internal teams including Technical Client Management, Product Development, and Risk to help bring new products to market and ensure complete client coverage
• Industry & Event Representation: Attend key energy conferences, industry events, and commercial campaigns to network, gather market intelligence, and identify prospective clients.

Skills, Knowledge and Expertise

• Entrepreneurial Mindset: Highly energetic, resourceful, and self-motivated with an eagerness to take initiative, learn quickly, and take ownership of goals.
• Strong Sales Orientation: Natural ability to build rapport, present ideas clearly, and pitch solutions confidently over the phone, via video, and in person.
• Excellent Communication: Exceptional written, verbal, and active listening skills with a professional demeanor.
• Detail & Process Discipline: Strong organizational skills with a commitment to follow-through, lead tracking, and high-quality work.
• Education: Bachelor’s degree required (Finance, Economics, Business Administration, Energy, or related field preferred).

• 2+ years of experience in financial services, commodities, B2B sales, or client management.
• Basic familiarity with energy markets (power, natural gas, environmental futures/options) or financial derivatives.
• Exposure to CRM systems (e.g., Salesforce) or modern sales enablement software.

• Washington, DC Metropolitan Area (DMV) – Washington, DC, Northern Virginia, and suburban Maryland
• Chicago Metropolitan Area – Chicago and surrounding communities
• New York State – Locations throughout New York State, excluding New York City
• Greater Houston Metropolitan Area – Houston and surrounding communities

Benefits