Associate Account Representative

Nodal Exchange

. Support end-to-end onboarding of new accounts into Nodal’s exchange and clearing systems .

Posted 11/11/2026full-timeUnited StatesJuniorMid-Level💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client management and account onboarding within financial services, with a strong focus on lead generation and relationship building. Proficient in utilizing CRM systems like Salesforce to track client interactions and drive transaction volumes.

Highest-signal resume keywords

Client ManagementLead GenerationSalesforce ProficiencyEnergy Market FamiliarityB2B Sales Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client OnboardingLead TrackingFinancial Services ExperienceCommodities KnowledgePresentation Skills

Soft Skills

Strong Organizational SkillsExceptional Communication SkillsSelf-MotivatedAbility to Build RapportInitiative

Tools & Technologies

SalesforceCRM SystemsVideo Conferencing ToolsSales Enablement Software

Industry Keywords

Energy TradingFinancial DerivativesEnvironmental FuturesMarket IntelligenceB2B Sales

About the role

Key responsibilities & impact

Support end-to-end onboarding of new accounts into Nodal’s exchange and clearing systems
Generate leads and manage early-stage account pipelines by identifying, contacting, and mapping prospective market participants, clearing members, and energy trading desks
Deliver product walkthroughs and platform training to prospective and existing clients
Serve as a primary point of contact for active trading clients and back-office teams
Resolve operational inquiries to build client loyalty and drive transaction volumes
Maintain Salesforce pipeline hygiene and track leads, client touchpoints, and account expansion milestones
Collaborate with Technical Client Management, Product Development, and Risk teams to launch products and ensure client coverage
Attend energy conferences, industry events, and commercial campaigns to network, gather market intelligence, and identify prospective clients

Requirements

What you’ll need

Currently authorized to work in the United States on a full-time basis
Bachelor’s degree required; Finance, Economics, Business Administration, Energy, or related field preferred
Highly energetic, resourceful, self-motivated, and eager to take initiative, learn quickly, and take ownership of goals
Ability to build rapport, present ideas clearly, and pitch solutions confidently over the phone, via video, and in person
Exceptional written, verbal, and active listening skills with a professional demeanor
Strong organizational skills with commitment to follow-through, lead tracking, and high-quality work
2+ years of experience in financial services, commodities, B2B sales, or client management preferred
Basic familiarity with energy markets, including power, natural gas, environmental futures/options, or financial derivatives preferred
Exposure to CRM systems such as Salesforce or modern sales enablement software preferred
Must currently reside within the Washington, DC Metropolitan Area, Chicago Metropolitan Area, New York State excluding New York City, or Greater Houston Metropolitan Area, or be willing to relocate to an approved location before the start date

Benefits

Comp & perks

Wide range of benefits designed to support health, well-being, and work-life balance
Equal employment opportunity and nondiscrimination
E-verify participation