Client Advisor Jobs in San Jose, CA

Lead the charge in managing national accounts, providing essential insights and ensuring smooth operations to meet client expectations while collaborating with teams to drive financial success and enh...

Transform agent engagement through strategic planning and innovative content design. Drive profitable growth by enhancing onboarding experiences, collaborating with diverse teams, and implementing eff...

Elevate your career as a senior individual contributor, driving tech integration partnerships. Manage complex deals from negotiation to go-live with a dedicated engineering team, influencing how solut...

Manage a portfolio of strategic accounts to enhance relationships, drive growth, and ensure compliance in regulated sectors. Serve as the main point of contact, coordinating with internal teams to del...

Shape the future of client billing by leading a dedicated team, implementing best practices, and ensuring alignment with strategic goals while delivering exceptional service across all client interact...

Empower businesses by optimizing financial solutions that drive revenue growth. Collaborate with founders and executives across diverse companies to manage a portfolio, enhancing client relationships...

Lead the charge in driving strategic project initiatives across diverse departments, ensuring timely execution from inception to delivery. Foster collaboration and accountability in a fast-paced, high...

Champion new account acquisition in the enterprise market, driving sales success through collaboration and strategic engagement. Leverage your expertise to achieve sales goals and foster strong relati...

Join a dynamic team as you cultivate investor relationships and drive capital growth. Leverage your LIHTC expertise to expand our investor base, manage key accounts, and contribute to impactful afford...

Drive agency growth by managing relationships, delivering tailored marketing strategies, and ensuring compliance. Monitor performance and enhance agent operations while expanding business and lowering...

Lead transformative consulting engagements to enhance healthcare coding and middle revenue cycle processes, driving operational efficiency, compliance, and financial performance across diverse project...

Transform your career by managing comprehensive Property Accounting and Finance operations across diverse portfolios, ensuring compliance and operational excellence while collaborating with key stakeh...

Champion client partnerships by leveraging strategic insights and data to drive business growth, aligning solutions with partners' objectives while facilitating transformative outcomes for stakeholder...

Unlock new opportunities by driving sales in mid-market accounts. Manage the full sales cycle, engage multiple stakeholders, and creatively source your own leads while showcasing how AI video can tran...

Execute full-cycle sales strategies to drive adoption of AI video solutions in mid-market companies. Identify opportunities, manage multi-stakeholder deals, and build consensus while maintaining a fas...

Elevate customer success by guiding new users through seamless onboarding, while ensuring rapid ROI and fostering deep relationships. Utilize your expertise to mitigate risks and advocate for customer...

Unlock the potential of our customers as you deliver seamless onboarding experiences. Collaborate across teams to drive user adoption and maximize ROI quickly. Shape the product roadmap while cultivat...

Join our team to enhance product success by managing operational readiness for launches. Collaborate with cross-functional teams, streamline processes, and drive adoption using feedback to foster cont...

Accelerate solution design for scalable, cloud-based SaaS platforms, engaging with stakeholders to translate complex needs into actionable strategies while fostering innovation in higher education tec...

Elevate your career by leading software implementation projects, collaborating with clients to customize solutions, and ensuring successful delivery. Utilize your analytical skills to translate busine...

Engage cross-functionally to create and manage impactful customer advocacy programs. Drive storytelling and enhance brand awareness by showcasing customer success through various marketing assets and...

Shape your career with a pivotal role that drives operational excellence, streamlines processes, and enhances revenue alignment across teams while collaborating closely with leadership in a dynamic en...

Lead the charge in CRM excellence by managing a team of specialists, ensuring high-quality project delivery, and driving innovation with AI-forward tools for client success across diverse accounts...

Reimagine healthcare technology as an Application Analyst supporting Epic Professional Billing. Leverage your expertise in revenue cycle operations to optimize billing accuracy and enhance workflow ef...

Unlock potential by driving B2B SaaS sales from initial contact to contract. Collaborate with founders and finance leaders to shape strategies, leveraging your sales expertise in a dynamic startup env...