Senior Client Advisor - Financial Services

Infoverity is a leading systems integrator and global professional services firm driven to simplify and maximize the value of their clients’ information. Founded in 2011, Infoverity provides complementary services for many digital initiatives, including MDM and PIM Strategy and Implementation, Data Governance and Analytics, Content Management, Data Integration, Enterprise Hosting, and Operational Services that help large enterprises in the retail, consumer goods, manufacturing, financial and healthcare sectors simplify and maximize the value of their information.

Infoverity, a 100% employee-owned company, has been on the Inc. 5000, recognized by IDG’s Computerworld as one of the Best Places to Work in IT, as a Wonderful Workplace for Young Professionals and as a “Best Place to Work” by Inc. Magazine and Business First. Infoverity’s global headquarters is in Dublin, Ohio. The EMEA headquarters and Global Development Center is in Valencia, Spain.

Additional offices are located in Germany and India.

This is a remote position.

Overview: The Senior Client Advisor is a hybrid role that combines the strategic and leadership responsibilities of a Financial Services Sales Leader with the customer-centric focus of a Financial Services Data Management Advisor. This individual will be responsible for driving revenue growth, overseeing client relationships, and ensuring customer satisfaction through effective account management of a portfolio of Infoverity Financial Service customers and hunting of new customers.

The Senior Client Advisor plays a crucial role in nurturing existing customers, by acting as a trusted advisor and ensuring long-term success.

This position is ideal for a client-focused professional who excels in both driving sales and managing ongoing client relationships, with a blend of strategic oversight and hands-on customer engagement.

Key Responsibilities:

• Develop and execute sales strategies to meet or exceed individual and team revenue targets.
• Identify and pursue new business opportunities through research, networking, and lead generation.
• Conduct market analysis to understand customer needs, industry trends, and competitive landscape.
• Present and promote company products and services to both potential and existing clients.
• Collaborate with marketing and product development teams to ensure alignment of sales efforts with business goals.
• Account Management:
• Serve as the primary point of contact for a portfolio of key clients, building strong, long-term relationships.
• Conduct regular business reviews with clients to assess their needs, challenges, and growth opportunities.
• Develop customized solutions and proposals tailored to client needs, ensuring product/service offerings align with their goals.
• Proactively identify upsell and cross-sell opportunities to maximize account growth and client value.
• Resolve client issues promptly, ensuring a positive experience and customer satisfaction.
• Client Advisory & Consultation:
• Act as a trusted advisor to clients, offering insights and recommendations that help them achieve their business objectives.
• Understand each client’s unique business model, industry challenges, and goals to offer tailored advice.
• Provide ongoing education and updates on product offerings, new services, and industry trends.
• Foster a consultative sales approach by engaging in meaningful discussions that go beyond just transactional sales.
• Work closely with the internal teams (such as customer success, marketing, and delivery) to ensure seamless delivery of solutions to clients.
• Mentor and guide pre-sales and junior account management team members, sharing best practices and supporting their professional development.
• Coordinate with senior leadership to provide regular updates on account progress, sales performance, and client feedback.
• Reporting & Analysis:
• Track and report on key sales and account management metrics, such as client retention rates, sales pipeline progress, and revenue growth.
• Analyze client data and feedback to inform account strategies and identify areas for improvement.
• Use CRM tools to manage client interactions, track sales performance, and maintain accurate records of client communications.

• Client-centric mindset with a passion for delivering value and fostering long-term relationships.
• Strategic thinking with a focus on meeting both short-term sales goals and long-term client success.
• Excellent organizational skills with the ability to manage multiple accounts and tasks simultaneously.
• Adaptability to a fast-paced and dynamic business environment.
• Base Salary + Commission :
  Competitive salary with a lucrative commission structure based on performance.
• Benefits :
  Health, dental, and vision insurance, 401(k) matching, paid time off, and professional development opportunities.
• Flexible Work Environment :
  Opportunities for remote work and flexible hours.