What are the responsibilities and job description for the Client Advisor position at Insite Managed Solutions?
*Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
*This position is not open to candidates in: California, Massachusetts, New York, New Jersey, Oregon, Connecticut, Minnesota, Colorado
Curious? Join the Insite Journey!
Full-Time, In Office, Candidates must currently reside locally in Cape Coral, Fort Myers, Atlanta, Dallas, Fort Lauderdale, Miami, Tampa, OR are willing to relocate to Cape Coral with a provided relocation package, 80% Travel
Why join Insite? Bonus opportunity for unlimited earnings with no ceiling, 401k, PTO, and benefits (health, vision, dental, short/long term disability, and more eligibility within 1 month of start date). We also offer rotating employee events and activities, Hawaiian Fridays, and employee celebrations!
Are you a good fit for our team? Insite’s purpose is to help people win. We seek individuals that enjoy working in a collaborative environment and celebrate continuous improvement. We also seek people that strongly resonate with our Core Tenets: Embrace the Journey, Stay Curious, Be Exceptional, and Succeed Together!
As a Client Advisor, you will partner with clients to enhance their customer experience strategies and contact center operations. Using your expertise in contact center operations and relationship management, you’ll identify opportunities for improvement and deliver meaningful results. You’ll analyze data to uncover trends, understand the customer journey, and address core issues with focused, practical solutions. In this role, you will manage and grow a portfolio of client accounts and projects by creating meaningful, long-lasting partnerships through peer-to-peer credibility, practical experience, and thoughtful guidance.
How you can be Exceptional in this role:
- Build peer-to-peer relationships with senior client leaders and serve as a trusted advisor driving long-term partnership and retention
- Own a portfolio of client accounts with performance measured by revenue targets, CSAT, retention, renewals, and expansion
- Lead executive-level discovery and client discussions that uncover needs, shape direction, and influence decisions
- Expand existing client partnerships by increasing value, scope, and impact delivered
- Serve as the senior escalation point for client issues, including resolution, service recovery, and billing support
- Stay actively involved in client work through hands-on contribution, delivery ownership, and billed project hours
How you will help us Succeed together:
- 5 years of experience in BPO, contact center, or client-facing consulting environments
- Demonstrated success owning senior-level client relationships tied to retention and account growth
- Executive presence with the ability to quickly build credibility and influence client stakeholders
- Proven experience managing escalations and navigating sensitive client situations with professionalism
- Strong analytical and business judgment skills with comfort using data to guide recommendations
- Highly organized with the ability to manage multiple priorities and collaborate across teams
How you can Stand out:
- Direct ownership of client accounts with responsibility for revenue targets, renewals, and expansion
- Familiarity with Lean, Six Sigma, CX design frameworks, or change management methodologies