Client Advisor - Technology

Acrisure; San Jose (CA); On-site; USD 70,304 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with immediate vesting

Paid time off and holidays

Employee discounts

Job summary

A leading Fintech company in San Jose is looking for a Client Advisor to enhance client engagement and drive revenue growth. This role involves strategic planning, utilizing data-driven insights, and leveraging technology to build client relationships effectively. Candidates should have a minimum of 2 years in client-facing roles, preferably in the insurance industry, and a proven track record of new client acquisition. Competitive salary and comprehensive benefits including medical coverage and paid time off are offered.

Qualifications

• Minimum 2 years of experience in a client-facing or business development role.
• Experience in the insurance industry preferred.
• Proven track record of obtaining new clients and/or revenue growth.

Responsibilities

• Achieve annual sales objectives by building a qualified pipeline.
• Develop and execute strategic growth plans using data-driven insights.
• Build strong external networks to promote the company within the community.

Skills

Client-facing experience

Business development

Technology skills

CRM proficiency

Tools

CRM applications

Analytics platforms

Job description

Job Overview

Client Advisor - Technology at Acrisure – a global Fintech leader combining human insight with high‑tech solutions. The role focuses on new business, deepening relationships, and expanding Acrisure’s footprint across multiple lines of business.

Responsibilities

• Achieve annual sales objectives by building a qualified pipeline, converting leads, and consistently meeting or exceeding quota.
• Develop and execute strategic growth plans using data‑driven insights, predictive analytics, and AI‑powered tools to prioritize high‑value opportunities and accelerate deal velocity.
• Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
• Serve as a trusted advisor by developing deep client relationships and providing a consultative sales approach that addresses unique business challenges.
• Blend human connection with technology using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross‑sell opportunities.
• Build strong external networks and promote Acrisure within the community as a growth‑minded, fintech‑enabled insurance leader.
• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create‑convert‑close‑retain cycle.
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
• Stay ahead of industry and market trends by using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
• Share insights with leadership and cross‑functional teams to help optimize product offerings, client experience, and revenue strategies.

Qualifications

• Minimum 2 years of experience in a client‑facing, client‑advising, or business development role.
• Experience in the insurance industry preferred.
• Property and Casualty license preferred, or ability to obtain license upon hire.
• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts.
• Proven track record of obtaining new clients and/or revenue growth with a focus on utilizing technology and tech platforms.
• Demonstrated technology skills, including proficiency with CRM and AI applications.

Pay and Benefits

Base compensation range: $70,304 – $100,000 (based on qualification, experience, location, and internal equity). Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.

Benefits include:

• Medical, dental, vision, life, disability, fertility, wellness, and paid sick time.
• Paid time off, holidays, EAP, Calm app subscription.
• 401(k) immediate vesting, HSA, FSA, commuter benefits, employee discounts.
• Paid maternity and paternity leave (including adoptive parents).
• Pet insurance coverage.

Equal Opportunity Statement

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud Notice: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.