CLIENT ADVISOR

This role is responsible for managing a sales channel (direct, online, or retail) and developing channel sales strategies to achieve business objectives. The Client Advisor builds relationships with key decision-makers, negotiates contracts, and ensures partner effectiveness through training and support. This position requires a Master's degree, extensive sales experience, and the ability to supervise junior colleagues.

Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization, enabling effective two-way flow of information and resolution of issues. - Set clear objectives for each sales call; develop and deliver presentations tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the customer organization; gather and analyze relevant information; and secure agreement to a statement of customer requirements. - Cultivate a personal network within the business sector and represent the organization at industry events to obtain market intelligence and enhance the visibility and reputation of the organization, its products, and services. - Configure complex product-and-services solutions and associated contractual terms that meet the customer's mid- to long-term needs, incorporating input from relevant internal specialists. Present solutions to customer representatives and negotiate agreements within predefined commercial parameters, or review and authorize sales proposals from team members that deviate from standard terms, escalating issues to senior management as necessary. - Manage and deliver pricing and terms projects, negotiating with external strategic partners on pricing and terms. - Control specific segments of the organization's business performance metrics, ensuring strategic alignment with financial goals and objectives. - Manage a portfolio of contracts and negotiate service-level agreements, planning, coordinating, and supervising activities related to major contracts. - Oversee the implementation and maintenance of the CRM system within the area of responsibility, identifying and communicating opportunities for system improvement to enhance customer relationship management. - Implement and control compliance management for specific segments of the organization's external partners. - Develop product education courses to meet identified needs, improving performance and meeting business requirements. - Act as a subject matter expert in technology, policy, regulation, or operational management for the team, maintaining external accreditations and an in-depth understanding of current and emerging external regulations and industry best practices through continuing professional development, attending conferences, and reading specialist media. - Ensure all activities and responsibilities are conducted in accordance with the company's diversity and inclusion guidelines.