1 Client Advisor Job in Long Beach, CA
CMTC is Hiring a Client Advisor Near Long Beach, CA
- Establish and develop relationships with prospective and existing clients
- Meet with clients to discuss and understand their business strategy, vision and constraints
- Generate long term relationships which result in repeat business and client referrals
- Use the CMTC sales process and best practices to generate leads, contract development, bookings and project manage delivery to realize sales revenue.
- Establish and manage client expectations to assure high value customer projects.
- Collection of quarterly third-party client surveys, especially from key clients with high impacts from working with CMTC
- Appropriate use and understanding of CMTC services, capabilities and partnership funding program rules and eligibility
- Maintain a sufficient pipeline of sales opportunities to achieve individual and company goals
- Contribute to the development, accurate forecasting and execution of monthly Field Operations plans to achieve goals for revenue, clients surveyed, client impact and client satisfaction
- Project management of in-progress contract projects
- Daily input and management of accurate client activity and contract data in CMTC’s CRM
- Other duties as assigned
- A Bachelor’s Degree, MBA preferred
- Minimum of 10 years’ experience in the manufacturing industry is desired
- Experience in a professional services firm or consulting services in client/account management role is desired
- Understand manufacturing, industry trends and/or associated business issues
- Understand budgeting and corporate decision making process
- Assess and identify manufacturing client challenges and growth opportunities
- Write effective consulting services proposals
- Sell based on value proposition and provide strategic solutions
- Establish and manage customer expectations
- Manage a diverse portfolio of large and micro-sized manufacturing clients
- Multi-task and manage multiple clients, opportunities and projects at any given time
- Demonstrate project management skills
- Collaborate in a team environment
- Demonstrate strong listening skills
- Demonstrate problem solving techniques – creative thinking, decision making, analytical skills, critical thinking, project management, fact-finding and active listening
- Customize solutions to client issues that include both tactical and strategic recommendations
- Reports to Assistant Director, Business Development
- Works closely with internal and external consultants responsible for service delivery
- Works with team members to establish and maintain relationships with other business entities including partners, third-party organizations, and other CMTC business units
- Represents CMTC, where applicable, through meetings with customers, partners, and/or other business associates
- Engages with all CMTC staff
- Foster and embrace Diversity, Equity, and Inclusion in all internal and external interactions
- Integrity
- Collaborative Mindset
- Continuous Improvement
- Customer-centric
- Vision and Mission Enthusiast
Job Summary
Full Time
Wholesale
$60k-79k (estimate)
03/10/2024
07/10/2024
cmtc.net
Calais, ME
<25
Wholesale
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The job skills required for Client Advisor include Problem Solving, Integrity, Client Relationship, CRM, Listening, Decision Making, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Advisor positions, which can be used as a reference in future career path planning. As a Client Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Advisor. You can explore the career advancement for a Client Advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
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Advisors do meeting with prospective new clients to earn the right to give them advice.
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Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
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Ability to build relationships with client teams and key stakeholders.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
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Providing excellent customer service and developed long-standing client relationships with repeat business.
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Client advisots must be excellent communicators capable of leading a team.
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Step 3: View the best colleges and universities for Client Advisor.
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