Client Advisor Jobs in San Jose, CA

Drive the future of account management by crafting retention strategies that enhance customer value and streamline renewals, while collaborating with leadership to influence product and growth initiat...

Join a team that's making a significant impact on climate and real estate by ensuring data quality and compliance for carbon accounting. Use your analytical skills to drive decarbonization and support...

Champion customer success by building strategic partnerships with enterprise clients, driving value through renewals and expansions. Collaborate cross-functionally to influence product direction and e...

Shape the future of customer success by managing all post-sale activities, from onboarding to renewals. Drive user adoption, prevent churn, and enhance client relationships, ensuring customers achieve...

Pioneer financial transformation as a strategic partner, leading cash flow forecasting and building essential infrastructure for law firm stakeholders in a dynamic, multi-office environment...

Champion the configuration of our Ascend 2.0 platform by leading spec negotiations and ensuring data quality for client onboarding. Collaborate cross-functionally, manage multiple implementations, and...

Join us to champion customer advocacy in Design & Manufacturing, synthesizing technical expertise, customer insights, and product data to drive systemic solutions and enhance customer satisfaction acr...

Transform financial leadership in a multi-office law firm by developing cash flow strategies, managing partner relationships, and building a robust financial infrastructure from the ground up. Be a st...

Join us to lead and optimize complex documentation and funding processes for commercial loans and leases, enhancing operational efficiency and risk management while driving departmental objectives and...

Transform public sector services by partnering with agencies to drive innovative solutions. As an Account Executive, you will lead creative strategies for business development, closing deals that enha...

Unlock potential by driving on-label sales of Copiktra within designated territories. Collaborate with cross-functional teams to educate healthcare providers and meet corporate strategic objectives wh...

Join a dynamic sales team to drive business growth by engaging HR service prospects, utilizing a consultative approach, and managing a diverse sales pipeline while leveraging modern tools and building...

Join us as a Sales Consultant, driving business growth through strategic prospecting and consultative selling. Manage a diverse portfolio, engage C-level executives, and leverage sales tools to exceed...

Analyze market opportunities and drive sales growth by building relationships with mid-size businesses. Collaborate with decision-makers to deliver HR solutions that exceed client expectations in a dy...

Develop new business opportunities by leveraging CRM tools, building relationships, and employing a consultative sales approach to deliver comprehensive HR solutions to small to mid-sized organization...

Drive success as you build client relationships and sell comprehensive HR solutions to midsize businesses. Leverage your sales expertise to prospect, qualify opportunities, and manage a diverse book o...

Join us in transforming the legal industry by driving enterprise growth through strategic sales engagements, building trusted relationships with key stakeholders, and delivering measurable business va...

Optimize client advisory services by leading transaction diligence efforts, fostering client relationships, and driving team growth in a dynamic CPA advisory environment. Enjoy a culture that values y...

Lead the full sales cycle with enterprise customers, driving revenue growth and building strong pipelines. Collaborate with internal teams to enhance software security solutions and achieve sales targ...

Manage diverse administrative tasks within the Legal Department, enhancing coordination and efficiency. Collaborate with team members to organize meetings, support executives, and maintain organizatio...

Join a team that's driving financial governance for high-volume sales deals. You'll create efficient processes to support pricing, approvals, and reporting while collaborating with Sales and RevOps to...

Drive financial governance by building processes that accelerate deal approval and support sales strategy. Collaborate with cross-functional teams to optimize pricing frameworks and reporting, ensurin...

Optimize employee retirement programs by managing administration, vendor relations, and compliance. Collaborate with HR, Finance, and external providers to ensure optimal program delivery across multi...

Unlock potential by driving sales strategies and fostering key client relationships within dynamic payments, mobile apps, and gaming sectors, ensuring strategic growth and successful deal closures acr...

Join our team as a Managing Director, driving client relationships and deal origination within our North American financial advisory practice while mentoring junior bankers and leading successful exec...