Client Strategy Advisor


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.

  • 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.
  • 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)

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