Client Strategy Advisor
Summary
As a Client Strategy Advisor, you would be responsible for developing relationships with a portfolio of assigned clients and serving as a trusted advisor to those clients.
Duties
- Developing and maintaining a trusted advisor relationship with key accounts and client executives and liaising between clients and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to the client needs.
- Ensuring timely and successful delivery of solutions according to client needs and objectives.
- Organizing and developing benchmarks to show value of service to clients.
- Conducting monthly check-in calls with all clients.
- Preparing for and attending quarterly business review with meetings with clients.
- Ensuring that we are meeting our customer’s expectations by routinely soliciting feedback and then following up on issues until the customer’s needs have been met.
Qualifications
- BA/BS degree or equivalent
- Proven account management or other relevant experience
- Demonstrated ability to communicate, present and influence effectively at all levels of the organization
- Ability to manage multiple projects at a time while paying strict attention to detail
- Excellent listening, negotiation and presentation skills
- Self-motivated with the ability to work in a fast-paced environment.
- Familiarity with ConnectWise CRM tool (preferred)
