Client Strategy Advisor

Taylor Root; United States; On-site; USD 130,000 - 210,000; Full time

Job summary

Taylor Root is seeking a senior Strategic Client Advisor to drive client engagement, growth, and revenue across legal and professional services. This client-facing role focuses on building relationships with C-suite and senior leaders, shaping service solutions to expand both existing accounts and new business.

You will lead discovery sessions, develop engagement strategies, and collaborate with internal teams to propose tailored solutions.

Qualifications

• 10+ years in professional services with client advisory or BD focus.
• Demonstrated success with C‑suite and senior leaders; managing complex opportunities.
• Proven ability to originate, pursue, and close multi-stakeholder deals.

Responsibilities

• Drive new business generation through networking, referrals, and events.
• Develop and expand relationships with law firms, corporate legal departments, and other professional services.
• Lead discovery meetings and consultative discussions to identify client needs and propose tailored solutions.
• Collaborate with internal consultants and leadership to craft engagement strategies and proposals.
• Manage sales opportunities through the full BD lifecycle from contact to engagement launch.
• Expand existing accounts via cross-selling and additional service opportunities.
• Present strategic recommendations to executive stakeholders and represent the firm at industry events.

Skills

Relationship management

Business development

Strategic thinking

Executive communication

Sales leadership

CRM management

Market development

Stakeholder management

Education

Bachelor’s degree in Business/Related field

Master’s degree (preferred)

Tools

Salesforce CRM

PowerPoint

Proposal software

Job description

We are seeking a senior-level Strategic Client Advisor to drive client engagement, business development, and revenue growth within the legal and professional services sectors. This consultative, client-facing role will cultivate relationships with key stakeholders, shape service solutions, and identify opportunities to expand existing accounts while developing new business. The ideal candidate combines strong relationship management skills with a strategic approach to client growth and market development.

Key Responsibilities

• Drive new business generation through networking, referrals, industry events, and targeted outreach efforts.
• Develop and expand relationships with law firms, corporate legal departments, and other professional services organizations.
• Lead discovery meetings and consultative discussions to identify client needs and recommend tailored solutions.
• Collaborate with internal consultants, subject matter experts, and leadership teams to develop engagement strategies and proposals.
• Manage and advance sales opportunities through the full business development lifecycle, from initial contact to engagement launch.
• Expand existing client accounts by identifying cross-selling and additional service opportunities.
• Deliver presentations, proposals, and strategic recommendations to executive-level stakeholders.
• Represent the organization at conferences, trade associations, and industry events to enhance market visibility and generate opportunities.
• Maintain accurate pipeline, client, and opportunity information within CRM systems.
• Serve as a trusted advisor to clients while ensuring a seamless transition from business development to service delivery teams.

Additional Responsibilities

Client Engagement & Solution Development

• Conduct needs assessments and opportunity evaluations for prospective and existing clients.
• Design customized service approaches aligned with client objectives.
• Facilitate stakeholder meetings and strategic planning discussions.
• Support engagement planning and implementation alongside operational teams.

Business Development & Account Growth

• Build and execute strategic account plans for key clients and prospects.
• Support proposal development, pricing strategy, and competitive positioning.
• Leverage market intelligence and industry trends to identify growth opportunities.
• Develop long-term relationships that contribute to sustained revenue growth.
• Partner cross-functionally with consultants, operations, and leadership teams.
• Share business development best practices and mentor team members when appropriate.
• Contribute to the refinement of service offerings and go-to-market strategies.
• Act as a resource for aligning client challenges with organizational capabilities

Preferred Background & Qualifications

Our client is seeking a senior-level professional with a strong track record of business development, client engagement, and project leadership within a professional services environment.

Ideal candidates will possess:

• 10+ years of experience in professional services organizations, including industries such as legal services, accounting, consulting, engineering, financial advisory, or other client-driven advisory businesses.
• Demonstrated success developing and maintaining relationships with C-suite executives, managing partners, general counsel, senior business leaders, and other key decision-makers.
• Proven ability to originate, pursue, and close complex business opportunities involving multiple stakeholders and extended sales cycles.
• Experience leading client engagements and strategic projects from initial opportunity assessment through execution, with accountability for outcomes and client satisfaction.
• A consultative approach to identifying client challenges, developing tailored solutions, and communicating value to executive audiences.
• Strong business acumen with the ability to navigate complex organizations, uncover growth opportunities, and expand existing client relationships.
• Experience collaborating with subject matter experts, sales professionals, and operational teams to develop engagement strategies, proposals, pricing recommendations, and service solutions.
• Exceptional presentation, communication, and relationship-building skills, with a history of influencing senior stakeholders and driving revenue growth.
• Ability to manage multiple client pursuits, business development initiatives, and strategic engagements simultaneously in a fast-paced environment.

Preferred Industry Experience

Candidates who have held business development, consulting, client advisory, account management, engagement leadership, or practice development roles within law firms, accounting firms, consulting organizations, engineering firms, litigation support providers, expert witness firms, or related professional services environments are highly encouraged to apply.

This opportunity is best suited for candidates who have served in a revenue-generating, client-facing capacity with ownership of relationships, projects, and business outcomes, rather than primarily supporting internal teams or administrative functions.