Senior Client Advisor - Financial Services

Overview

The Senior Client Advisor is a hybrid role that combines the strategic and leadership responsibilities of a Financial Services Sales Leader with the customer‑centric focus of a Financial Services Data Management Advisor. The Senior Client Advisor will drive revenue growth, oversee client relationships, and ensure customer satisfaction through effective account management of a portfolio of Infoverity Financial Service customers while hunting for new customers.

The role nurtures existing customers by acting as a trusted advisor and ensuring long‑term success.

This is a remote position.

• 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 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.

• 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.