Client Advisor Jobs in Walnut Creek, CA

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...

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...

Join our dynamic sales team to drive B2B SaaS solutions in hospitality. Manage the full sales cycle, enhance customer engagement, and refine strategies to boost booking conversions while collaborating...

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...

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

Drive business success by developing and executing sales strategies targeting small to mid-sized enterprises. Build strong client relationships while managing a diverse portfolio to exceed quotas with...

Lead the charge in optimizing our Epic systems as a Senior Application Advisor, guiding a dedicated team in enhancing patient access and delivering exceptional service to clients while fostering colla...

Join a team that's revolutionizing AI deployment strategies for major customers. Guide impactful integrations, optimize workflows, and shape future product roadmaps while collaborating across teams in...

Join a dynamic sales team focused on customer success and revenue growth, driving new customer acquisition while shaping product strategies based on user insights. Be a key player in an innovative env...

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...

Lead the charge in empowering client service teams by enhancing operations, prioritizing workflows, and developing team members in wealth management, ensuring seamless client experiences and strategic...

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...

Drive digital quality excellence by implementing risk-based assurance and compliance strategies across internal and external systems. Collaborate with cross-functional teams to enhance software qualit...

Lead the charge in establishing digital quality strategies and embedding best practices within agile software delivery, ensuring compliance and performance across internal and external platforms while...

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...

Shape product strategy by owning a product pillar, collaborating cross-functionally to identify opportunities, drive development, and achieve measurable outcomes in a dynamic, user-focused environment...

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...

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...

Drive impactful change by consolidating technologies and digitizing workflows for enterprise customers, while fostering executive relationships and managing complex sales processes that promote safety...

Shape the future of AI conversation experiences by designing and optimizing enterprise-grade interfaces across multiple channels. Collaborate with customers and internal teams to enhance voice quality...

Transform operations across multiple sites by leading and inspiring host teams, managing client relationships, and ensuring service excellence that aligns with company standards and client needs...

Lead the onboarding efforts for clients using Billing Software, ensuring smooth transitions. Train, support, and guide clients through implementation, enhancing their understanding of billing workflow...

Champion the enterprise sales cycle by prospecting and closing complex deals with C-suite executives, leveraging consultative solutions to expand business within large organizations and driving signif...

Drive client relationships as a Global Client Executive, enhancing account retention and growth through strategic stewardship, effective service delivery, and alignment with internal leadership to opt...