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

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