What are the responsibilities and job description for the Client Advisor position at Cornerstone Environmental, Health and Safety?
About
Foresight is a leading tech-enabled services firm dedicated to empowering industrial and commercial organizations to stay compliant, save money, and unlock growth. We design and deliver advisory and technical services, as well as proprietary software products focused on delivering Environmental Health and Safety, Energy, and Sustainability solutions for our growing North American clientele.
Open Position:
Client Advisor
Purpose of the Position:
The Client Advisor is responsible for managing and growing a portfolio of national manufacturing and industrial clients. This role serves as the primary point of contact for assigned accounts, ensuring high-quality service delivery, strong client relationships, and identification of opportunities to expand support based on client needs.
The Account Manager works closely with technical consultants and internal teams to align services with client goals while maintaining scope, timelines, and budgets.
Key Responsibilities
- Build trusted relationships with plant managers, EHS leaders, and corporate stakeholders
- Identify opportunities to expand services within existing accounts by helping clients identify and articulate their EHS and Sustainability challenges
- Maintain a strong understanding of each client’s EHS risk profile and priorities
- Lead regular client check-ins and planning discussions
- Collaborate with technical teams to shape practical, right-sized solutions
- Support proposal development and pricing for existing clients
- Be the primary point of contact for prospective and existing clients during the sales and onboarding process
- Ensure client satisfaction, retention, and contract renewals
- Maintain accurate account information, forecasts, and notes in CRM
Preferred, not required:
- Proven experience managing client relationships in a B2B environment
- Background in client service, account management, inside sales, or consulting support
- Exposure to manufacturing, EHS, sustainability, engineering, or industrial environments is a big plus
- Comfort working with technical experts and translating their insights for clients
- Ability to travel periodically to client sites
- Salesforce experience
To be successful at Foresight, you will need:
- To find personal inspiration in our Purpose and Mission
- To adopt and strive towards our Core Values
- A willingness to learn and grow
- To be goal-oriented and be a self-starter
- Great attention to detail
- Awareness of your personal strengths and weaknesses
- A desire to gain financial benefits as a result of your work
- To be a team player. At Foresight, everything gets accomplished because of the team
Job Title: Client Advisor
Compensation: Salary Plus Commission
Benefits: Health Insurance, 401K, Company-sponsored EAP
Location
We have offices in Grand Rapids, MI, and Zionsville, IN, and provide a flexible hybrid work environment oriented around results and teamwork
Purpose
- To transform business and empower change.
Mission
- We provide sustainable solutions that champion energy management, safeguard human health and the environment, and increase profitability for our clients.
- We embrace a growth mindset by prioritizing innovation, collaboration, and transparency.
- We pursue individual vitality by fostering integrity, respect, and self-awareness.
- We develop long-term partnerships in order to make a positive impact in our communities and provide a prosperous future for all stakeholders.
Values
Vulnerability
We believe great ideas can come from anywhere and anyone, regardless of title, position, industry experience, expertise, or seniority at the company. We value candor, feedback, questioning, and tough love from all teammates. Our pursuit is an environment where each individual feels safe enough to be vulnerable and valued enough to be heard.
We believe it is a courageous act to speak up, ask questions, step out, and take risks, big or small. We believe it is equally courageous to receive criticism with an open mind and heart, ultimately trusting our teammates to want the best for us. We commit to the pursuit of “getting it right” as opposed to “being right.”
Critical Thinking
We believe in the value of intellectual discipline and follow the “plan, do, check, act” methodology. We must first be curious and ask questions so that we have as much information as possible at our disposal. The rigor involved in critical thinking will force our teammates to seek knowledge from multiple sources, resulting in better decisions and higher-quality work.
Enthusiasm
We believe people and organizations care about energy and the environment, yet these organizations oft en have higher priorities that diminish their ability to execute. This gap between “desire” and “action” is fundamental to our existence. Insights, capacity, guidance, and expertise are qualities our team brings to organizations, but those valuable attributes are not enough to inspire action. Enthusiasm is contagious and the special ingredient we bring to our clients to create momentum and inspire action.
Ownership
We take responsibility for our actions and inactions as individuals and collectively. We must proactively ask the question, “How am I complicit in creating the conditions I find myself in?” We then choose to do the difficult, yet vital work of self-reflection to better understand results and move forward from a place of integrity and authenticity.
Competitive Greatness
To fulfill our purpose and mission, we believe we must compete individually and as a team. John Wooden in his Pyramid of Success lists Competitive Greatness at the top of the pyramid and says, “Competitive Greatness is having a real love for the hard battle knowing it offers the opportunity to be at your best when your best is required.”
Competitive Greatness is a posture and attitude we all strive to embody every day. Competing is having a real love for the hard battles and being your best. Jim Collins in “Good to Great” says, “Good is the enemy of great." We believe we must compete against “good enough” to fulfill our individual and collective potential.
Principles
Interdisciplinary
We take an interdisciplinary approach to energy and sustainability management. We integrate design, engineering, contracting, project management, consulting, data analytics, business analytics, and marketing, and have developed our own software for data management. Our unique blend of expertise allows us to partner with organizations in a variety of ways in order to help them achieve their goals and meet their needs.
Holistic
We have expertise in both the supply side and demand side of energy management, energy efficiency, sustainability, and cost mitigation opportunities. We understand how interconnected all these disciplines are and help our clients develop optimal solutions that take all factors into account.
Unbiased Expertise
We are our client’s “trusted advisor” and take an agnostic approach to items such as technology, manufacturers, suppliers, and installers. Our priorities are the priorities of our customers. We develop options that fit within their constraints so they can make the best actionable decisions possible.
ROI Driven
Profit is positive. When sustainability and energy initiatives are done well, they are profitable endeavors in both the short and long-term. We work to help our clients understand the direct and indirect financial benefits of adopting sustainable business practices.
Transparent
Transparency is transformational. As we help our clients pursue sustainability through adopting transparent business practices, we work to fully embrace transparency ourselves. Making complex language easy to read, complex data simple to understand, and complex issues approachable and digestible is paramount to our client’s success. We choose to adopt an abundance mindset, which means showing our clients exactly how and why we do our work as well as how we charge for it.