Client Advisor Jobs near me

Own the growth and success of client accounts within a fast-paced healthcare SaaS team. Drive customer onboarding, adoption, and renewals by building strong stakeholder relationships and leveraging AI...

Lead the charge in overseeing the SBA loan closing lifecycle, ensuring precision and efficiency while managing intricate transactions and building strong relationships with partners to support small b...

Unlock potential by leading SBA loan closings, ensuring accuracy and compliance. Drive operational excellence in a dynamic environment, collaborating with teams to enhance processes while delivering s...

Shape the future of a standalone accounting organization by building processes, leading teams, and implementing financial systems. Be a key player in transforming operations and driving compliance in...

Unlock potential by managing high-performance SQL Server databases on Azure. You will ensure reliability, security, and efficiency of critical applications while implementing best practices and automa...

Unlock potential by leading end-to-end analytics for credit strategy, optimizing processes, and providing actionable insights to executives while ensuring quality and consistency in analytical outputs...

Join our dynamic Compliance Operations team to lead KYC lifecycle processes, conduct complex customer assessments, drive compliance, and optimize workflows in a rapidly evolving crypto environment, en...

Take ownership of AI strategy and advisory for diverse clients by bridging technology and business needs. Lead workshops, develop roadmaps, and drive adoption of innovative solutions while influencing...

Elevate your career by collaborating with sales teams to showcase Cresta's AI-driven solutions. You'll provide technical insights, conduct demos, and drive adoption while translating client needs into...

Lead the charge in developing data science solutions by leveraging innovative technologies to analyze and visualize data, driving actionable insights for product advancement in a collaborative, agile...

Elevate your career by transforming investment strategies and risk management practices. Collaborate with stakeholders to drive data-driven insights that shape financial outcomes and enhance organizat...

Lead the charge in operationalizing agent governance across Microsoft 365 Copilot, implementing sharing controls, risk baselines, and data protection. Ensure a self-sustaining program through effectiv...

The Senior Sales Engineer will play a crucial role in enhancing the effectiveness and productivity of the Sales Team by partnering with Strategic Account Executives for product demonstrations and cust...

Help us shape the future of client treasury solutions by driving sales growth, fostering strategic partnerships, and delivering tailored financial services, all while ensuring exceptional client exper...

Lead the structuring and underwriting of complex commercial credit transactions while managing a diverse loan portfolio. You'll assess credit risks, negotiate terms, and mentor junior team members to...

Shape the future of software solutions by driving growth in small and mid-market business sectors. As a key advisor, you'll manage complex sales cycles and foster customer relationships, guiding busin...

Drive the future of commercial credit by structuring and underwriting complex transactions. Manage portfolios, assess risks, and collaborate with clients for strategic success. Mentor junior team memb...

Champion customer success by driving retention and growth in enterprise accounts. Leverage your SaaS experience to create tailored success plans, enhance customer engagement, and refine renewal proces...

Transform the enterprise software landscape by driving key account success in the Central region. Leverage your proven sales expertise to exceed quotas, close large deals, and fuel growth in a dynamic...

Join a team that's building crucial partner relationships to drive growth for small and medium businesses. Leverage your sales expertise to identify opportunities, collaborate across functions, and in...

Transform the healthcare sales landscape by driving growth and establishing vital relationships in mid-market segments while leading the sales process from prospecting to closing deals...

Shape impactful Salesforce solutions by leading requirements gathering, design, and configuration. Collaborate with cross-functional teams to optimize processes and enhance user experience, driving op...

Transform your aviation career by ensuring safe aircraft operations as you support the Captain. Leverage your expertise to enhance compliance and efficiency while maintaining the highest standards of...

Join us to lead day-to-day IT support and service for a remote-first workforce, ensuring effective user assistance, onboarding, compliance, and technology initiatives that drive operational success an...

Champion strategic legal guidance in payments and fintech, drafting agreements, navigating regulations, and collaborating across teams to support product launches and compliance in a dynamic, fast-pac...