BankOnIT · 1 month ago
Strategic Advisor
US-OK-Oklahoma City
Full-time
Onsite
Mid LevelBankOnIT is focused on building and maintaining relationships with existing high-value clients to ensure high engagement and overall client satisfaction. The Strategic Advisor will navigate sensitive discussions internally and externally to achieve desired outcomes for both clients and the company.
BankingBusiness DevelopmentFinancial Services
Responsibilities
Develop and maintain strong relationships with the clients’ executive teams by understanding their business and desired outcomes and providing value to the client
Continually identify key stakeholders, establish new relationships, and nurture existing ones
Navigate potential conflicts with the client internal IT team while maintaining a direct communication path and primary point of contact with the executive decision maker(s)
Work closely with each client to understand key business drivers, challenges, and opportunities to create strategies to help customers achieve long-term success
Continually work to assess, clarify and validate customer needs
Work closely with operations to align the right data points for a strong executive dashboard
Navigate client issues immediately by looking for long-term resolutions that reduce unnecessary time and increase efficiency and profitability of client contracts
Ensure strong communication at all levels of the clients and build respect and trust with the President/CEO and other key executives
Execute a strategic communication plan with proactive recurring meetings and ad hoc check-ins
Act as a liaison between internal and external resources
Navigate difficult conversations-- both internally and with the clients’ executive teams-- to facilitate a strong partnership and desired outcomes
Act as the central resource for the primary client contact to facilitate questions, address high level concerns or navigate BOIT resources
Take accountability to work with internal resources and escalate as needed to ensure clients’ problems are addressed swiftly and effectively while providing proper communication to the client throughout the process
Work with key internal resources to understand our high-level technical strategies and be able to walk a client through those decisions and the value proposition and messaging around it
Work to understand the root of client issues and seek information around the BOIT solution to help translate those findings to the non-technical client executive
Work to facilitate any gaps in the client environment regarding BOIT standards and best practices
Recommend and propose enhanced solutions as needed to address gaps or fulfill a client’s expanded requirements
Proactively manage client communications and work quickly to address any open issues to ensure a high level of satisfaction from all clients
Monitor customer health scores and engagement analytics to ensure high satisfaction with clients and a high confidence in renewal
Work closely with sales operations to manage renewals as they come due
Successfully identify and close opportunities for additional products or services, such as multifactor authentication or BOIT phone solution
Proactively seek referrals from clients and ensure a high net promoter score
Act as the voice of the customer internally by providing client feedback to the operations, marketing, and sales teams to better align service offerings to client needs and enhance client engagement
Act as the voice of the company by providing updates and explanations behind decisions to the clients to educate them around risks and reiterate the company’s trusted advisor position
Track and report on key performance indicators (KPIs) related to customer success, such as customer satisfaction score (CSAT) and Net Promoter Score (NPS)
Qualification
Required
Bachelor's degree in business, communications, sales or related experience
Exceptional written and verbal communication skills with the ability to communicate effectively with executive decision makers
Ability to handle difficult conversations and deal with challenging situations
The ability to navigate client or internal conflict to successful resolution
Strong analytical skills with the ability to identify issues and provide practical solutions
The ability to understand customer pain points and navigate to resolution, fostering trust and loyalty
A good grasp of the company's service offerings and relevant technology to guide customers effectively and navigate issues
Ability to manage multiple accounts and tasks simultaneously, ensuring responsiveness to all clients
Strong relationship-building skills to foster long-term customer engagements
Strong sales skills to identify and facilitate resolutions to gaps in technology standards within existing accounts
Ability to analyze customer data to make informed decisions and recommendations
Company
BankOnIT
BankOnIT is a provider of secure information technology solutions for community financial institutions.
Founded in 2003
201-500 employees
Funding
Current Stage
Growth StageRecent News
Crowdfund Insider
2025-10-20
2025-10-15
Company data provided by crunchbase