Senior Client Advisor – Financial Services

🕒 May 15

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Infoverity

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💳 Fintech

Data • Consulting • Fintech

Infoverity is a data management consulting company that helps organizations transform, simplify, and secure their enterprise data to maximize its value and drive business outcomes. With a focus on automating and scaling data management processes, Infoverity empowers companies to monetize insights from their data through effective data strategy, integration, and quality management. Their expertise spans multiple industries, including healthcare, financial services, and retail, providing tailored solutions that facilitate digital transformation and enhance decision-making capabilities.

📋 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