Strategic Concierge Account Advisor

Dun & Bradstreet; Jacksonville (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Education assistance

Volunteer program

Job summary

Dun & Bradstreet is seeking a results-driven professional in Jacksonville to act as a trusted advisor for our solutions, helping clients maximize value from data and analytics. You will build strong client relationships, assess credit-related challenges, and guide customers through our suite of services to improve business outcomes.

The role emphasizes independence, collaboration across stakeholder teams, and a proactive approach to problem-solving within a fast-paced, metrics-driven

Qualifications

• 4–6 years of relevant experience in credit management or sales
• Bachelor's degree required; master's preferred
• Strong communication and relationship-building skills

Responsibilities

• Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with clients
• Retain and grow customer’s annual spend through an expanded product or service-related relationship by providing world-class, in-depth service
• Manage a customer’s Dun & Bradstreet credit file on their behalf, helping them to achieve their business objectives in relation to their credit file, and identify other Dun & Bradstreet services and solutions to help grow their business
• Complete a needs-based assessment with a customer in order to develop insights into the challenges faced by the customer organization; provide recommendations based on connection points to Dun & Bradstreet data in a non-technical manner
• Establish a plan of action to be taken on behalf of the customer to maximize opportunities to improve the accuracy of their risk-related scores and ratings
• Coach and consult Concierge customers on the basics of building a credit policy, interpreting a business credit report, guidance on steps to become a government contractor, and advice on how to separate business and personal
• Assist in the interpretation of credit reports to help evaluate prospective vendors, customers, or business partners, to help determine whether to do business with a company and what level of credit to extend
• Additional duties as assigned

Skills

Business acumen

Sales achievement

Independence

Team adaptability

Salesforce

Education

Bachelor's Degree

Master's Degree

Tools

Salesforce

Job description

Dun & Bradstreet is seeking a results-driven professional in Jacksonville to act as a trusted advisor for our solutions, helping clients maximize value from data and analytics. You will build strong client relationships, assess credit-related challenges, and guide customers through our suite of services to improve business outcomes.

The role emphasizes independence, collaboration across stakeholder teams, and a proactive approach to problem-solving within a fast-paced, metrics-driven