Senior Client Advisor – Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and implement sales strategies aimed at achieving or surpassing individual and team revenue objectives.

• Discover and chase new business opportunities through thorough research, networking, and lead generation.

• Perform market analysis to gain insights into customer needs, industry trends, and the competitive landscape.

• Present and advocate for the company's products and services to both prospective and existing clients.

• Collaborate with marketing and product development teams to ensure that sales initiatives align with overall business goals.

• Act as the main point of contact for a portfolio of key clients, cultivating strong, lasting relationships.

• Conduct regular business evaluations with clients to understand their needs, challenges, and growth prospects.

• Create tailored solutions and proposals that meet client requirements, ensuring product and service offerings align with their goals.

• Proactively identify opportunities for upselling and cross-selling to enhance account growth and client value.

• Address client issues swiftly, ensuring a positive experience and high levels of customer satisfaction.

• Serve as a trusted advisor to clients, providing insights and recommendations that assist them in achieving their business objectives.

• Comprehend each client's unique business model, industry challenges, and goals to offer customized advice.

• Offer ongoing education and updates regarding product offerings, new services, and industry developments.

• Promote a consultative sales approach by engaging in meaningful conversations that extend beyond transactional sales.

• Collaborate closely with internal teams (including customer success, marketing, and delivery) to ensure seamless solution delivery to clients.

• Mentor and guide pre-sales and junior account management team members, sharing best practices and fostering their professional growth.

• Coordinate with senior leadership to provide regular updates on account progress, sales performance, and client feedback.

• Monitor and report on essential sales and account management metrics, including client retention rates, sales pipeline progress, and revenue growth.

• Analyze client data and feedback to shape account strategies and pinpoint areas for enhancement.

• Utilize CRM tools to manage client interactions, track sales performance, and maintain precise records of client communications.

⛳️ Requirements

• Over 10 years of relevant experience.

• A client-centric mindset with a commitment to delivering value and nurturing long-term relationships.

• Strategic thinking focused on achieving both short-term sales targets and long-term client success.

• Exceptional organizational skills with the capability to manage multiple accounts and tasks simultaneously.

• Ability to adapt to a fast-paced and dynamic business environment.

🏝️ Benefits

• To read more about working at Infoverity, please visit: Employee Benefits - USA - Infoverity