Client Advisor Jobs in Walnut Creek, CA

Drive revenue growth by securing and expanding multi-family accounts. Collaborate with clients and team members to enhance client experience and meet sales goals in a dynamic, fast-paced environment f...

Transform the energy utility landscape by driving the U.S. market for an innovative electrical modeling module, leading sales strategy, navigating complex stakeholder environments, and shaping product...

Build and maintain strategic partnerships to foster growth in our Workforce Benefits sector. Collaborate with internal teams, negotiate agreements, and ensure accountability while driving mutual value...

Unlock potential by transforming complex data into actionable insights, enhancing sales processes, and collaborating with cross-functional teams to drive growth and operational efficiency in a dynamic...

Drive the evolution of AI evaluation products by managing the APEX brand, leading strategy, and ensuring operational excellence to shape industry benchmarks and influence model development across the...

Optimize business processes by bridging IT infrastructure with cloud applications. Administer core tools and data reporting systems, ensuring seamless integrations and robust BI dashboards to empower...

Help us redefine financial leadership in a growing pet insurance marketplace. As a strategic partner to the CEO, you'll oversee all finance functions, ensuring robust cash management and operational e...

Join a team that's redefining post-sale success by owning the full customer journey, from retention to expansion. Shape the future of account management in a dynamic startup environment as you drive i...

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...

Manage project execution by ensuring safety, budget compliance, and quality. Lead cross-functional teams, engage with stakeholders, and drive project progress while mitigating risks and resolving conf...

Champion strategic growth as a Senior Counsel, collaborating with teams to negotiate and manage complex commercial agreements while ensuring compliance and protecting organizational interests in a dyn...

Partner with us to lead key projects in arbitration and litigation. Manage teams, draft expert reports, and enhance client relationships across diverse sectors including infrastructure and energy. You...

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...

Champion the analysis of Low-Income Housing Tax Credit projects, leveraging strong financial acumen to prepare investment models and reports. Collaborate with developers and manage multiple assignment...

Manage Workday HR administration and support across HCM workstreams, ensuring data accuracy and optimized processes while enhancing user experience with responsive assistance and configurations in bot...

Lead the charge in expanding our presence in the West by driving new business and cultivating relationships with technical teams, all while developing effective sales strategies to achieve ambitious r...

Engage in analytics and reporting to drive data-driven decision-making. Support cross-functional teams in delivering insights and performance trends while building technical expertise in data tools li...

Drive transformative sales solutions with F500 clients, cultivating enduring partnerships through consultative selling and strategic collaboration. Elevate your role by leading initiatives that enhanc...

Elevate client relationships by driving sales growth and solutions for industry leaders. Consult with C-level executives, innovate client experiences, and collaborate within a high-performing team to...

Transform the future of elective medical practice through strategic partnerships, driving sales and ensuring success with PatientFi’s innovative platform in a fast-paced startup environment...

Help us drive client satisfaction and retention while developing new business opportunities and fostering relationships in the landscape industry. Join our team to make a positive impact and nurture m...

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

Elevate your sales career by generating robust pipelines and driving growth. As a BDR, you'll pioneer outbound strategies, engage senior stakeholders, and shape your path towards a managerial role thr...

Join a team that's dedicated to fostering client relationships as a Director. Leverage your wealth management expertise to provide tailored investment advice, support client needs, and drive strategic...

Lead the charge in our national business development initiatives, focusing on the Higher Education and Not for Profit sectors by fostering client relationships and identifying new growth opportunities...