Senior Client Advisor – Financial Services

🕒 vor 28 Tagen

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mails für Remote-Jobs erhalten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

Infoverity

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 2011

💳 Fintech

Data • Consulting • Fintech

Infoverity ist ein Beratungsunternehmen für Datenmanagement, das Organisationen dabei unterstützt, ihre Unternehmensdaten zu transformieren, zu vereinfachen und abzusichern, um deren Wert zu maximieren und geschäftliche Ergebnisse voranzutreiben. Mit dem Fokus auf die Automatisierung und Skalierung von Data-Management-Prozessen befähigt Infoverity Unternehmen, Erkenntnisse aus ihren Daten durch eine wirkungsvolle Datenstrategie, Integration und Datenqualitätsmanagement zu monetarisieren. Die Expertise erstreckt sich über mehrere Branchen, darunter Gesundheitswesen, Finanzdienstleistungen und Einzelhandel, und bietet maßgeschneiderte Lösungen, die die digitale Transformation erleichtern und die Entscheidungsfindung verbessern.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

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