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Strategic Fintech Client Advisor

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: Acrisure
Full Time position
Listed on 2026-01-12
Job specializations:
  • Sales
    Client Relationship Manager, Sales Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading fintech company in Santa Rosa, CA, is seeking a Client Advisor to drive new business and deepen client relationships. This role involves achieving sales objectives, leveraging data-driven insights, and providing consultative solutions. Ideal candidates have at least 2 years of experience in a client-facing role and are comfortable utilizing CRM technology. A competitive compensation package, including a salary range of $60,000 - $100,000, is offered, along with various employee benefits.
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