Client Advisor

POSITION SUMMARY

The Client Advisor represents PM-Pro Learn as an advocate, subject matter expert, and, most importantly, an student advisor. The role builds PM-Pro Learn brand awareness, educates individuals and organizations about our mission, and helps identify and assist those who may benefit from our course offerings — including course selection, slating, invoicing, and achievement of their professional goals.

• Hunt and build relationships to create opportunities for individuals and organizations within your assignedAOR to attend or host PM-Pro Learn courses.
• Contact and assist assigned leads within 1 business day of assignment.
• Identify strategic relationships and liaison with decision makers to formalize partnerships with them.
• Educate potential students about PM-Pro Learn's courses and services at both the individual and organizational level, to include various funding options and help them develop a strategic plan for personal development.
• Advocate for the value of project management and how it aligns with military leadership, operational planning, and execution with the goal of driving interest and creating leads.
• Help service members and veterans understand transition, the project management profession, and thevalue of professional certifications.
• Identify and coordinate attendance to professional events or fairs, as required, to develop business opportunities across the region.
• Assist in developing branding and messaging based on client interaction and feedback.
• Utilize, update, and maintain Salesforce with accurate, current data so all team members can plan and forecast collectively.
• Create and utilize the tools available to you within Salesforce, to include Einstein and cadences to improve response times and increase touch points with clients.
• Assist in planning and coordination requirements for execution of on-site courses.
• Maintain relationships with students and assist them in achieving additional certifications offered by PM-Pro Learn, or maintaining current certifications through the completion of PDUs.
• Execute company-driven initiatives and all other duties as directed by company leadership.

• Share ownership and accountability for client relationships across your AOR; every client should have accessto the full team's expertise, not just one advisor's.
• Coordinate regional coverage with teammates to ensure seamless client continuity when a primary point ofcontact is unavailable, transitions to a new role, or a client relocates.
• Proactively share pipeline knowledge, funding stream knowledge, client history, and best practices with all teammates rather than holding relationships or information individually.
• Participate in collaborative planning for the AOR's coverage, prospecting strategy, and growth targets.
• Support teammates' clients and accounts as needed to maintain consistent service levels across the region.
• Contribute to team performance: results are measured not only by individual sales, but by the team'scollaboration, client continuity, knowledge sharing, and regional growth.
• Work with teammates external to sales to create a collaborative environment and positive student experience.

• Self-starter who requires little oversight; able to receive intent and create opportunities.
• Excellent networking and relationship-building skills.
• Attention to detail and thorough, accurate data entry.
• Articulate in spoken and written communication.
• Comfortable presenting and teaching using various online platforms and tools.
• Ability to understand client needs and identify solutions.
• Steadfast in “doing right” for the student and the company; won't compromise integrity for gain.
• Creative problem solver —…