Senior Client Advisor – Financial Services
Job Description:
- Develop and execute sales strategies to meet or exceed individual and team revenue targets.
- Identify and pursue new business opportunities through research, networking, and lead generation.
- Conduct market analysis to understand customer needs, industry trends, and competitive landscape.
- Present and promote company products and services to both potential and existing clients.
- Collaborate with marketing and product development teams to ensure alignment of sales efforts with business goals.
- Serve as the primary point of contact for a portfolio of key clients, building strong, long-term relationships.
- Conduct regular business reviews with clients to assess their needs, challenges, and growth opportunities.
- Develop customized solutions and proposals tailored to client needs, ensuring product/service offerings align with their goals.
- Proactively identify upsell and cross-sell opportunities to maximize account growth and client value.
- Resolve client issues promptly, ensuring a positive experience and customer satisfaction.
- Act as a trusted advisor to clients, offering insights and recommendations that help them achieve their business objectives.
- Understand each client’s unique business model, industry challenges, and goals to offer tailored advice.
- Provide ongoing education and updates on product offerings, new services, and industry trends.
- Foster a consultative sales approach by engaging in meaningful discussions that go beyond just transactional sales.
- Work closely with the internal teams (such as customer success, marketing, and delivery) to ensure seamless delivery of solutions to clients.
- Mentor and guide pre-sales and junior account management team members, sharing best practices and supporting their professional development.
- Coordinate with senior leadership to provide regular updates on account progress, sales performance, and client feedback.
- Track and report on key sales and account management metrics, such as client retention rates, sales pipeline progress, and revenue growth.
- Analyze client data and feedback to inform account strategies and identify areas for improvement.
- Use CRM tools to manage client interactions, track sales performance, and maintain accurate records of client communications.
Requirements:
- 10+ years of experience
- Client-centric mindset with a passion for delivering value and fostering long-term relationships
- Strategic thinking with a focus on meeting both short-term sales goals and long-term client success
- Excellent organizational skills with the ability to manage multiple accounts and tasks simultaneously
- Adaptability to a fast-paced and dynamic business environment.
Benefits:
- To read more about working at Infoverity, please visit: Employee Benefits - USA - Infoverity