Client Advisor Jobs in San Jose, CA

Empower growth by driving client acquisition and developing strategies in the Middle Market segment. You'll collaborate with various teams to deliver integrated financial solutions, achieving performa...

Champion the Deal Desk function to streamline quote-to-closure processes. Influence cross-functional teams, structure complex deals, and enhance workflows while ensuring a high-quality customer experi...

Champion growth by driving new client acquisition and building strategic relationships within the Middle Market segment. Collaborate cross-functionally to deliver client solutions while managing a dyn...

Lead the charge in developing new commercial client relationships, driving revenue growth within the Middle Market segment through strategic prospecting, relationship management, and cross-functional...

Oversee a diverse portfolio of client projects, ensuring timely, budget-friendly deliverables while collaborating with cross-functional teams to drive exceptional outcomes and maintain ongoing communi...

Drive innovative Salesforce solutions by engaging stakeholders, refining requirements, and delivering impactful user stories while managing projects in an adaptive-agile environment to achieve desired...

Empower your career by navigating complex commercial agreements in a dynamic tech environment. Collaborate with multidisciplinary teams to align legal strategy with business goals while effectively ma...

Manage and enhance client relationships while overseeing professional liability insurance accounts. Utilize your expertise to build service plans and guide teams to achieve account goals effectively...

Optimize technical integration delivery and automations within customer onboarding projects. Collaborate with cross-functional teams and leverage your expertise to create solutions that enhance public...

Transform telecommunications consulting by driving revenue growth and client relationships. Lead complex projects and business development in a hybrid role that integrates sales and delivery while sha...

Execute best-in-class onboarding experiences for new customers, maximizing their value and driving adoption of our platform. Collaborate with cross-functional teams to advocate for customer needs and...

Optimize the onboarding experience for new customers, driving adoption and value realization. Collaborate closely with cross-functional teams to ensure alignment and success throughout the implementat...

Join a team that's dedicated to excellence in automotive sales. Manage and coach a dynamic team, set and achieve sales goals, while delivering top-notch customer service and fostering a collaborative...

Accelerate progress at our CDBG-DR consulting team by ensuring compliance and effective program design, leveraging your strong policy acumen to support disaster recovery efforts and client success...

Elevate your career as you develop and retain relationships with innovative Life Sciences companies, driving growth and delivering comprehensive banking solutions through collaboration and strategic d...

Lead the charge in enhancing client revenue cycle operations and partnerships. Foster strategic relationships, drive process improvements, and ensure consistent performance across multiple facilities...

Join a team that's shaping the future of customer success by leading and developing a high-performance team. Drive retention, expansion, and satisfaction while implementing strategies that deliver exc...

Take ownership of architecture strategy for enterprise-scale P&C insurance platforms. Lead the design of scalable solutions across Policy, Billing, and Claims to drive business outcomes and enhance in...

Help us enhance financial literacy for high-net-worth shareholders by providing personalized guidance on equity compensation. Utilize your expertise in RSUs, stock options, and more to empower clients...

Drive new business in the SMB segment by generating pipeline and managing sales cycles, leveraging expertise in cloud security solutions to build relationships with technical and business stakeholders...

Innovate strategies to drive investment banking success by managing relationships, financial models, and team collaboration for new opportunities and optimized client solutions...

Join a team that's driving enterprise strategy and transformative growth initiatives across the industry by collaborating with leaders on strategic planning, market analysis, and M&A execution to enha...

Shape the integration of acquired companies into Customer Success, driving program success through strategic planning, execution, and stakeholder management, while fostering collaboration across teams...

Support C-suite executives by providing expert guidance on equity compensation. Deliver personalized strategies, ensure compliance, and enhance client experience through effective relationship managem...

Transform compliance and risk management through leadership, engagement, and data-driven strategies, ensuring adherence to regulatory standards across multiple agencies while fostering a culture of co...