Manager, Client Advisory

Bridgepointe Technologies; United States; Sur place; USD 150 000 - 270 000; Plein temps

Avantages offerts par ce poste

Medical benefits (Health)

Dental benefits

Vision benefits

HSA Plan

Disability insurance

AD&D and Life Insurance

Competitive pay

401k plan

Flexible PTO

Flexible work environment

Résumé du poste

Bridgepointe Technologies, LLC is seeking a Client Advisory Manager to lead a team of 8–10 Client Advisors and own revenue and retention objectives. You will partner with sales leadership, Equity Partners, supplier partners, and internal teams to deliver measurable client value and growth.

The role requires strong leadership, technology industry expertise, and a proven ability to build a high-performing team focused on sustainable revenue growth and long-term client satisfaction.

Qualifications

• 7+ years of experience in account management, client advisory, technology sales, or related field.
• Demonstrated experience leading, coaching, or managing client-facing professionals.
• Proven track record of driving revenue growth, client retention, recurring revenue, and account expansion.
• Experience in telecommunications, IT services, technology solutions, or related industries.
• Strong understanding of account management, renewals, pipeline management, forecasting, and performance metrics.

Responsabilités

• Lead, coach, and develop a team of 8–10 Client Advisors through regular one-on-ones, performance reviews, goal setting, and ongoing professional development.
• Own overall team performance against revenue, recurring revenue, client retention, renewal, and account growth targets.
• Monitor team KPIs, pipelines, forecasts, and portfolio performance to identify risks and ensure alignment with business objectives.
• Coach Client Advisors on account planning, executive engagement, opportunity identification, renewals, and expansion.
• Serve as escalation point for complex client issues and at‑risk relationships.
• Partner with sales leadership, supplier partners, and internal teams to align strategies and improve the client experience.

Connaissances

Account management

Leadership

Revenue growth

Forecasting

Executive presentation

Sales experience

Analytical

Channel experience

Formation

Bachelor’s degree preferred

Outils

Salesforce

Microsoft Office

Description du poste

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 technology 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 advisory 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 results without costly consulting agreements. In January 2022, Bridgepointe announced a strategic growth investment from Charlesbank Capital Partners, raising more than $100 million as part of the transaction to fuel organic growth and fund acquisitions. Following this investment, Bridgepointe is adding to its fast-paced, entrepreneurial, and highly successful Leadership Team. Since January, the firm has made over two dozen strategic growth investments and has expanded its sales efforts nationwide.

Position Summary

• The Client Advisory Manager leads a team of 8–10 Client Advisors responsible for retaining, managing and growing Bridgepointe’s existing client relationships. This role owns the team’s overall revenue and performance objectives, with accountability for client retention, recurring revenue growth, account expansion, and client satisfaction.
• The Client Advisory Manager provides strategic direction, coaching and performance management to ensure Client Advisors proactively identify client needs, develop growth opportunities, strengthen executive relationships, and deliver measurable value. The role partners with sales leadership, Equity Partners, supplier partners and internal teams to drive account growth, resolve client challenges, and ensure a consistent, high-quality client experience.
• Success in this role requires strong people-leadership, commercial acumen, technology industry expertise, and the ability to build a high-performing team that delivers sustainable revenue growth and long-term client value.
• Ideal candidates for this role will live in the Eastern Time Zone

Role Responsibilities

• Team Leadership & Development: Lead, coach, and develop a team of 8–10 Client Advisors through regular one-on-ones, performance reviews, goal setting, and ongoing professional development.
• Baseline Revenue Growth & Retention Accountability: Own overall team performance against revenue, recurring revenue, client retention, renewal, and account growth targets.
• Performance Management: Monitor team KPIs, pipelines, forecasts, and portfolio performance to identify risks, address gaps, and ensure consistent execution against business objectives.
• Account Growth Strategy: Coach Client Advisors on account planning, executive engagement, opportunity identification, renewals, and the expansion of existing client relationships.
• Client Relationship Oversight: Serve as an escalation point for complex client issues, at-risk relationships, and strategic opportunities, ensuring timely resolution and long-term client satisfaction.
• Cross-Functional Collaboration: Partner with sales leadership, original sales representatives, supplier partners, and internal teams to align account strategies, drive growth, and improve the client experience.
• Operational Excellence: Establish consistent account management practices, reporting disciplines, and performance standards while identifying opportunities to improve processes and team effectiveness.
• Strategic Leadership: Translate company objectives into actionable team priorities and foster a culture of accountability, collaboration, continuous improvement, and client advocacy.

Qualifications & Proficiencies

• 7+ years of experience in account management, client advisory, technology sales, or related field.
• Demonstrated experience leading, coaching, or managing client-facing professionals, preferably in a technology services or advisory environment.
• Proven track record of driving revenue growth, client retention, recurring revenue, and account expansion.
• Experience in telecommunications, IT services, technology solutions, or related industries.
• Strong understanding of account management, renewals, pipeline management, forecasting, and performance metrics.
• Excellent leadership, communication, relationship-building, and executive presentation skills.
• Strong analytical, organizational, problem-solving, and decision-making abilities.
• Channel Experienced
• Proficiency in Microsoft Office and Salesforce CRM.
• Bachelor’s degree preferred.

Measures of Success

Success will be measured by overall team Baseline Revenue Growth, Cross Selling, Revenue retention through churn mitigation efforts, account expansion, forecast accuracy, client satisfaction, and the development and performance of a high-performing Client Advisory team.

Compensation

• Base compensation for this role is $150,000. There is additional Variable Compensation potential of up to $120,000 annually
• The posted range reflects the minimum and maximum salary budgeted for this position. Individual offers will be based on a variety of factors, including experience, qualifications, skills, internal equity, and market considerations.

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 plan
• Flexible PTO
• Flexible and innovative work environment

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.

For more information, please send an email to [e-mail] , or visit https://www.bridgepointetechnologies.net/ to learn more about Bridgepointe.