Strategic Client Advisor

Strategic Client Growth Advisor (Remote)

We are hiring a Strategic Client Growth Advisor to oversee and grow a portfolio of client engagements, working directly with optometry practice owners and doctors to help them make smart, strategic decisions that drive long-term business growth.

• No cold calling.
• No smile and dial culture.
• No chasing leads or arbitrary activity quotas.

Instead, this is a consultative, relationship-driven role that leverages the skills many professionals develop in sales, entrepreneurship, or business advisory work — with a focus on strategy, retention, and long-term client value.

You’ll act as a trusted advisor to your clients, helping them understand what to do next, why it matters, and how it impacts their business.

• Fostering trust and maintaining long-term client relationships
• Communicating with confidence, clarity, and professionalism
• Demonstrating the value of products and services without pressure
• Thinking critically and strategically — like a business owner
• Adapting quickly, learning new concepts, and navigating change
• Solving problems and identifying opportunities for growth

If your background is in sales, entrepreneurship, consulting, or client advisement, we encourage you to explore this opportunity — even if you have little to no formal marketing experience.

You will manage a portfolio of established client engagements, serving as trusted Strategic Advisor for each practice.

• Serving as the primary point of contact for your clients
• Building and maintaining strong relationships that drive high retention and client satisfaction
• Developing a deep understanding of each client’s business model, challenges, and growth objectives
• Leading high-value, agenda-driven meetings to assess client needs and make strategic recommendations
• Helping clients clearly understand the value, ROI, and business impact of our work
• Proactively identifying risks to client satisfaction, retention, or performance and addressing them early and decisively

You are a fiduciary to your clients. Your success depends on earning trust, demonstrating value, and delivering results over time.

Performance in this role is measured by client health, retention, growth, and long-term value — not daily sales activity metrics or pressure-based quotas.

At the core of this role is helping clients grow intentionally — not reactively.

• Identifying growth opportunities and expanding client engagement through solutions aligned with their goals and priorities
• Analyzing marketing and business performance to uncover trends, gaps, and opportunities
• Translating performance insights into clear, actionable recommendations
• Using tools such as Google Analytics, Call Rail, CRM platforms, business performance platforms, and other reporting systems to assess results
• Positioning our marketing and SaaS solutions as strategic, value-driven investments
• Applying strong judgment to prioritize recommendations based on impact, timing, and client readiness

Most critically, you turn data and performance signals into decisive guidance — helping clients understand what matters most and what actions will drive meaningful growth.

You don’t work alone — but you do lead.

• Partner closely with your dedicated Project Manager and a cross-functional team of marketing specialists, SaaS experts, and product managers
• Translate client needs and strategic direction into clear internal plans and priorities
• Maintain strong internal communication to protect client trust and outcomes

You own the start and end points of the clients strategy and work lifecycle:

• You understand the client’s needs and define the strategy
• You align internal teams around that strategy
• Your team executes; you review for quality and alignment
• You deliver results in a way that clearly demonstrates value
• You analyze performance, extract insights, and refine the next strategy

Importantly, you then report outcomes back to clients — clearly articulating…