Client Advisory Associate

Sales Match; Provo (UT); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Fully remote

Onboarding and training

Regular check-ins with team lead

Skill development in advisory research

Health coverage

Paid leave

401(k)

Maternity leave

Bonus opportunities

Job summary

Sales Match is seeking an entry-level Client Advisory Associate for a fully remote role in the United States. The position supports client advisory work by organizing information and preparing findings to help clients make informed operational decisions.

You will work within a consulting team, collaborating with consultants and client contacts, while following a 40-hour weekly commitment. The role emphasizes clear documentation, question-driven research, and alignment with supervising

Qualifications

• High school diploma or equivalent.
• No experience required; related experience supporting business research, consulting assignments, or client-facing administrative work is preferred.
• Interest in management consulting and business advisory work, including understanding how organizations evaluate operational questions and compare possible next steps.
• Basic understanding of business requirements, workflow comparisons, and the difference between an observation, an assumption, and a supported conclusion.
• Ability to read reference materials carefully, summarize relevant findings, and explain straightforward comparisons without overstating what the information shows.
• Willingness to learn the named systems, maintain clear assignment notes, and revise written summaries following consultant feedback.
• Clear written and verbal communication for asking focused questions, acknowledging uncertainty, and sharing updates with clients and colleagues.

Responsibilities

• Review incoming client emails and assigned requests, clarify the business question, and confirm the expected output with the supervising consultant before beginning research.
• Record client objectives, relevant background, open questions, and agreed next steps in a CRM such as Salesforce so colleagues can follow each assignment.
• Ask client contacts structured questions about existing workflows, handoffs, and recurring obstacles, distinguishing confirmed information from assumptions that need further checking.
• Compare client descriptions with supplied reference materials, identify missing information, and request clarification rather than filling gaps with unsupported conclusions or estimates.
• Support basic gap analysis and benchmarking by comparing current practices with consultant-approved reference points, noting meaningful differences and explaining the basis for comparisons.
• Assist with preliminary feasibility studies by checking whether proposed operational steps match the resources, dependencies, and constraints described by the client.
• Prepare concise findings and option summaries using a word processor such as Google Docs, clearly separating observations, unanswered questions, and suggested discussion points.
• Share draft findings with the supervising consultant for review, incorporate feedback, and help prepare clear explanations of the available options for client discussions.
• Follow up on outstanding client questions and agreed actions; escalated conflicting information, stalled responses, or requests beyond assigned scope to the consulting team lead.
• Maintain complete assignment notes through handover and closure; quality is judged by accuracy, turnaround, clear reasoning, complete notes, and dependable follow-up.

Skills

Communication

Note taking

Research

Education

High school diploma

Job description

Job Title: Client Advisory Associate

Monthly Pay: $3,721 - $5,558 USD per month

Summary

Unclear business requirements, inconsistent workflows, and questions about practical next steps shape the daily work of this Client Advisory Associate. This entry-level contract role supports client advisory assignments by organizing information and preparing findings that help clients make informed operational decisions. The position sits within a consulting team, works under a consulting team lead, and collaborates with consultants and client contacts. The position is fully remote, allowing you to work from home in Utah, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities

• Review incoming client emails and assigned requests, clarify the business question, and confirm the expected output with the supervising consultant before beginning research.
• Record client objectives, relevant background, open questions, and agreed next steps in a CRM such as Salesforce so colleagues can follow each assignment.
• Ask client contacts structured questions about existing workflows, handoffs, and recurring obstacles, distinguishing confirmed information from assumptions that need further checking.
• Compare client descriptions with supplied reference materials, identify missing information, and request clarification rather than filling gaps with unsupported conclusions or estimates.
• Support basic gap analysis and benchmarking by comparing current practices with consultant-approved reference points, noting meaningful differences and explaining the basis for comparisons.
• Assist with preliminary feasibility studies by checking whether proposed operational steps match the resources, dependencies, and constraints described by the client.
• Prepare concise findings and option summaries using a word processor such as Google Docs, clearly separating observations, unanswered questions, and suggested discussion points.
• Share draft findings with the supervising consultant for review, incorporate feedback, and help prepare clear explanations of the available options for client discussions.
• Follow up on outstanding client questions and agreed actions; escalated conflicting information, stalled responses, or requests beyond assigned scope to the consulting team lead.
• Maintain complete assignment notes through handover and closure; quality is judged by accuracy, turnaround, clear reasoning, complete notes, and dependable follow-up.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience supporting business research, consulting assignments, or client-facing administrative work is preferred.
• Interest in management consulting and business advisory work, including understanding how organizations evaluate operational questions and compare possible next steps.
• Basic understanding of business requirements, workflow comparisons, and the difference between an observation, an assumption, and a supported conclusion.
• Ability to read reference materials carefully, summarize relevant findings, and explain straightforward comparisons without overstating what the information shows.
• Willingness to learn the named systems, maintain clear assignment notes, and revise written summaries following consultant feedback.
• Clear written and verbal communication for asking focused questions, acknowledging uncertainty, and sharing updates with clients and colleagues.
• A reliable computer, high-speed internet, and quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.

Perks & Benefits

• Fully remote, desk-based work supporting client advisory assignments from home.
• Structured onboarding and training on the named systems, reference materials, and assignment review process.
• Regular check-ins with the consulting team lead for feedback, questions, and guidance on current assignments.
• Opportunities to build skills in business advisory research, gap analysis, benchmarking, and clear client explanations.
• Health coverage, paid leave, a 401(k), maternity leave, and bonus opportunities.