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Infoverity · 1 month ago

Senior Client Advisor \- Financial Services

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Infoverity is an IT Professional Services company seeking a Senior Client Advisor who will combine strategic and leadership responsibilities with a customer-centric focus. The role involves driving revenue growth, overseeing client relationships, and ensuring customer satisfaction through effective account management and new customer acquisition.

ConsultingData ManagementInformation Services

Growth Opportunities

Responsibilities

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

Qualification

Sales strategiesAccount managementClient relationshipsCRM toolsMarket analysisConsultative salesClient-centric mindsetStrategic thinkingOrganizational skillsAdaptability