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Client Success & Discovery Advisor
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Sales
Customer Success Mgr./ CSM, Inside Sales
Job Description & How to Apply Below
Jobtailor is seeking a customer-facing professional in Jacksonville to connect with individuals exploring financial services, guide them through discovery, and tailor solutions to personal or business goals.
You will engage leads via calls, emails, and digital platforms, educate clients on next steps, and manage follow-up in CRM, building lasting rapport and ensuring satisfaction throughout onboarding.
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