Senior Client Advisor

Job Overview

The Senior Client Advisor will drive customer engagement by planning and executing communication strategies that spotlight new product launches and relevant sales campaigns. They will serve as the initial point of contact for customers' inquiries and complaints, promptly resolving issues or escalating complex matters to ensure customers receive suitable responses.

Key Responsibilities

• Plan and implement a structured customer contact approach to foster new client relationships through product launch announcements and sales campaigns.
• Set defined goals for each sales interaction, deliver standardized presentations, and ask insightful questions to gauge interest and clarify customer needs.
• Source potential clients by leveraging referrals, existing contacts, and participation in trade shows and conferences.
• Recommend products or services that align with customer requirements, articulate selections clearly, and encourage purchase at standard pricing and terms.
• Manage follow-up actions meticulously, documenting all customer interactions in the CRM to support retention and business growth.
• Collaborate with internal teams to enhance communications and build strong, customer-focused relationships.
• Maintain comprehensive knowledge of company policies, procedures, and regulatory standards, complying strictly unless exceptions are authorized.
• Use performance management tools to enhance personal effectiveness or oversee team performance, ensuring quality and timely task completion.
• Commit to continuous professional development through training, coaching, accreditations, and staying informed of technological advancements and industry best practices.

Additional Information

The role entails adhering to structured procedures with the possibility of supervisor approval for any exceptions. Active participation in performance reviews and improvement initiatives is expected. Personal and team growth will be supported through formal and informal development activities.