Client Advisor Jobs in San Jose, CA

Lead the charge in customer success by managing captive relationships, ensuring operational excellence, and collaborating with cross-functional teams. Drive timely execution of agreements and oversee...

Join us to drive sales for a groundbreaking AI product as you take charge of the entire sales motion, convert leads into customers, and establish best practices in a collaborative startup environment...

Join a team that's committed to driving client success by managing key relationships, optimizing campaigns, and delivering insightful strategies that enhance performance for a portfolio of mid-market...

Help shape the future of financial security as you guide clients in selecting appropriate life insurance coverage, leveraging extensive training and support to address their needs effectively and empa...

Advance your career by guiding clients through personalized life insurance solutions. Enjoy commission-based earnings with full training and support tailored for new agents, all while nurturing genuin...

Unlock new opportunities by expanding relationships with financial institutions. Drive business development partnerships, leverage marketing technologies, and meet key performance targets while promot...

Take ownership of client relationships in the Financial Services sector, driving sales growth through upselling and prospecting. Leverage your expertise to influence decision-makers and contribute to...

Join a team that's passionate about delivering outstanding service and customer experiences. Oversee service operations, manage technician workflow, and provide concierge support while fostering posit...

Develop and implement business rules for credit strategy, collaborating with Risk, Compliance, and Tech teams. Ensure accurate decision logic, maintain documentation, and support testing for optimized...

Lead the sales cycle, partnering with top corporates and law firms to innovate in AI solutions. Collaborate with cross-functional teams to tailor offerings, drive product adoption, and refine acquisit...

Serve as a trusted advisor, engaging clients to develop tailored solutions and specifications for implementation, ensuring comprehensive documentation and strong customer relationships while collabora...

Elevate client solutions by serving as a trusted advisor, creating tailored specifications, and documenting business needs, while overseeing quality assurance and collaborating with teams to troublesh...

Grow your career with a leading role in wealth management, overseeing client relationships and delivering tailored financial advice. Contribute to business growth while mentoring junior advisors and e...

Advance acquisition strategies by sourcing, evaluating, and integrating MSP targets. Collaborate with leadership and stakeholders to manage deal processes and drive impactful growth in the IT services...

Join a team that's transforming legacy systems through database design, Agile methodologies, and advanced cloud solutions. Lead technical projects and collaborate across departments to optimize data a...

Innovate the sales process by owning full-cycle GTM strategies at a groundbreaking AI startup. Collaborate across functions to drive high-impact deals and refine the sales playbook, shaping the future...

Optimize enterprise reporting solutions and enhance data governance while integrating and analyzing data across clinical and operational systems to support regulatory compliance and decision-making...

Join a team that's dedicated to building strong client relationships and providing insightful investment advice, while managing key advisory functions and supporting high-level executives in a fast-pa...

Drive the annuity business strategy and product management, enhancing advisor experiences and fostering partnerships across diverse annuity solutions to drive growth and operational efficiency, ensuri...

Join a team that's redefining interior design by leading complex projects, driving innovative strategies, and building lasting client relationships while fostering a collaborative environment that emp...

Analyze enterprise customer needs and lead the sales cycle from prospecting to activation. Collaborate with tech teams to drive revenue and create value through AI solutions, navigating complex organi...

Advance your career by driving enterprise sales for a leading frontline enablement platform. Engage with decision-makers, manage complex sales cycles, and develop strategic territory plans to achieve...

Join a team that's at the forefront of delivering expert insights, managing client communications, and evolving your commercial skills in a dynamic environment with clear paths for growth and advancem...

Empower real estate agents with innovative sales strategies, engage clients throughout the sales funnel, and lead virtual demonstrations that highlight our solutions, driving business growth and incre...

Drive impactful relationships as a strategic partner to key IDNs while managing complex sales processes and fostering healthcare solutions that align with market insights and organizational goals...