Senior Client Advisor – Financial Services

🕒 Maio 15

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Infoverity

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2011

💳 Fintech

Data • Consulting • Fintech

A Infoverity é uma empresa de consultoria em gestão de dados que ajuda organizações a transformar, simplificar e proteger seus dados empresariais para maximizar seu valor e impulsionar resultados de negócios. Com foco na automação e escalabilidade dos processos de gestão de dados, a Infoverity capacita empresas a monetizar insights de seus dados por meio de uma estratégia de dados eficaz, integração e gestão de qualidade. Sua expertise abrange diversas indústrias, incluindo saúde, serviços financeiros e varejo, oferecendo soluções personalizadas que facilitam a transformação digital e aprimoram as capacidades de tomada de decisão.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

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