Client Advisor

Bridgepointe Technologies; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Company subsidized Medical, Dental, and Vision Care benefits

Unlimited PTO

401k Matching

Flexible work environment

Job summary

Bridgepointe Technologies is seeking a Client Advisor responsible for establishing and nurturing client relationships, enhancing brand value, and supporting clients with IT services. The ideal candidate will have over 7 years of experience in sales and retention, strong communication skills, and be proficient with technology solutions. The role involves account management, client meetings, and collaboration with internal teams to achieve client objectives. The position includes benefits like company-subsidized healthcare and unlimited PTO.

Qualifications

• Minimum of 7+ years in a similar position selling/supporting products/services.
• Exceptional customer service, professionalism, and attention to detail.
• Comfortable with technology solutions and a high performer.

Responsibilities

• Develop relationships with existing clients to enhance the Bridgepointe brand.
• Act as a liaison between clients and suppliers to provide required support.
• Conduct professional Client Account Reviews and achieve monthly sales quotas.

Skills

Sales and retention expertise

Customer relationship building

Industry expertise in Telecom and IT

Strong executive-level communication

Collaboration and communication skills

Education

Bachelor of Science degree

Tools

Microsoft Office Suite

Job description

Company Overview

Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining IT services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor-agnostic solutions, employing a six-step model that starts with getting to know a client’s business, challenges, and goals and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal IT results without costly consulting agreements. We’re proud to announce that for the third consecutive year, Bridgepointe Technologies has been recognized as a Great Place to Work®! This achievement underscores our commitment to fostering a culture that values passion, dedication, and collaboration across our entire organization.

Job Description

The Client Advisor will be assigned to a base of existing customers with the objectives of developing relationships with those clients, enhancing the value of the Bridgepointe brand within those clients, and helping to retain and grow the type and quantity of services sold to those clients. They will act as a liaison between the client and the suppliers the client sources through Bridgepointe to ensure the client receives the required support from each supplier. They will act as an extension of the clients team as it relates to understanding the clients technology needs and roadmaps; and help them achieve those objectives through the services offered in the Bridgepointe portfolio. In some cases, the Client Advisor will work collaboratively with the original sales personnel to accomplish their primary goals.

A Successful Client Advisor will ensure they are speaking to each customer assigned to them on a regular basis, achieve a monthly sales quota and retention objective, support the client’s needs as it relates to the services provided through Bridgepointe, and lead/conduct professional Client Account Reviews and Executive Summaries to target all levels of audiences within the client organizations.

Potential travel will be required to meet with key clients and internal business meetings.

Role Responsibilities

• Relationship Building: Able to forge strong relationships with Clients that build trust and credibility.
• Customer Sales and Retention Expertise: Must be skilled, knowledgeable, and comfortable identifying, presenting, and closing new solutions and renewal programs to clients.
• Industry Expertise: Must have experience selling, retaining, and/or supporting Telecom, IT services, and/or technology services.
• Collaborator: Able to achieve goals through collaboration, effective communication, continuous improvement, and successful execution.
• Builder: Experience in high growth environments and understands how to build on existing client relationships leveraging technology, people, and processes to drive results.
• Strong Executive Level Communications: Strong communication skills with all levels of an organization, both external clients and internal stakeholders.

Qualifications & Proficiencies

• Minimum of 7+ Years in a similar position selling and supporting similar products and services.
• Excellent communication skills, both written and verbal.
• Exceptional level of customer service, professionalism, attention to detail and accuracy.
• Team player, willing to share ideas, driven to improve processes.
• Self-motivated, completes tasks, interested in learning new ideas, embraces change, achieves results, high performer.
• High level of comfort with technology solutions.
• Proficient in the complete suite of Microsoft Office products.
• Experience with recurring revenue business and services companies preferred.
• Bachelor of Science degree preferred.

Benefits

• Company subsidized Medical, Dental, and Vision Care benefits
• HSA Plan
• Short-term and Long-term Disability
• Company-paid AD&D and Life Insurance
• Competitive Pay
• 401k Matching
• Unlimited PTO
• Flexible and innovative work environment

Equal Opportunity Employer

Bridgepointe Technologies, LLC is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.