Client Advisor Jobs in Walnut Creek, CA

Take ownership of a defined territory while collaborating with partner field teams in healthcare IT. Ensure successful sales integration by providing on-site support, training, and account strategy de...

Engage clients by analyzing requirements, delivering tailored Salesforce solutions, and leading end-to-end implementations across multiple clouds. Collaborate with cross-functional teams to optimize p...

Join a team that's driving innovation by delivering tailored Salesforce solutions, optimizing client business processes, and enhancing operational efficiency through expert configuration, testing, and...

Optimize and modernize Salesforce capabilities to enhance government operations. Collaborate with stakeholders to ensure efficient configuration, development, and deployment of solutions while ensurin...

Drive impactful solutions as a trusted advisor, leading technical discovery and scaling customer successes while collaborating across teams to enhance value realization in complex sales cycles...

Join a team that's dedicated to operational excellence and strategic execution by supporting high-impact initiatives. Bring your skills in project management and stakeholder coordination to ensure swi...

Take ownership of corporate governance and entity management, ensuring compliance and efficiency across multiple subsidiaries. Support M&A and financing activities while maintaining a clean corporate...

Join a high-impact team supporting capital raising and investor relations. Shape messaging and materials for sophisticated investors while enhancing processes and data management. Collaborate closely...

Discover an engaging role in private markets investment, supporting documentation and legal processes. Join a collaborative team to drive investment execution and compliance while enhancing your exper...

Engage with top-tier enterprise clients as you build and expand strategic relationships. Drive innovative, custom solutions while collaborating across teams to transform customer experience and impact...

Accelerate customer growth by managing relationships with key accounts and driving revenue expansion. Become an expert on our products to ensure customer success, guiding them through technical use an...

Transform customer experiences by leading Unanet ERP implementations, ensuring successful configurations and training for Government Contracting clients. Manage multiple projects, driving adoption and...

The Account Executive at Solidroad will be responsible for prospecting and closing high-value customers while helping to shape the sales strategy. This role involves collaborating with founders and va...

Advance contract management by overseeing vendor agreements and ensuring compliance. Collaborate with cross-functional teams to streamline workflows and mitigate risks while maintaining high standards...

Elevate your career by managing the lifecycle of vendor agreements and contracts. Collaborate across departments to ensure compliance and streamline workflows, safeguarding business interests while mi...

Partner with us to drive business growth through strategic partnerships, key account management, and opportunity development. This role demands leadership in managing territories and executing plans t...

Engage with institutional clients to promote wealth management services. Drive business growth through strategic partnerships and community outreach while ensuring seamless client transitions for acqu...

Lead the charge in driving client success through strategic account management and sales leadership. Cultivate relationships with C-level executives while developing innovative solutions for global ac...

Optimize our Investor Relations operations by coordinating complex logistics, managing vendor relationships, and ensuring seamless stakeholder engagement. Partner cross-functionally to enhance investo...

Shape the future of compliance at our dynamic organization while driving risk oversight, managing external relationships, and guiding teams to meet complex regulatory requirements across insurance ope...

Optimize data solutions by designing, implementing, and maintaining scalable databases while ensuring data quality and integrity. Collaborate with cross-functional teams to enhance business operations...

Drive the administration and support of Intapp applications, ensuring security and integration. Collaborate with cross-functional teams to enhance system performance while leading the migration to the...

Champion the charge in redefining go-to-market strategies by owning end-to-end business development, engaging deeply with prospects, and leveraging innovative solutions to drive growth and enhance val...

Elevate revenue growth by developing client relationships and driving integrated marketing solutions in B2B sales. Ideal for consultative sellers in life sciences and healthcare, thriving in a fast-pa...

Transform the SMB Account Management landscape by leading a dynamic team to foster client partnerships, drive revenue growth, and implement innovative strategies that amplify financial success for sma...