Infoverity
A leading systems integrator and global professional services firm driven to simplify and maximize the value of data.
Senior Client Advisor – Financial Services
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 201-500Since 2011H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
110 days ago
Salary
Not specified
Bachelor Degree10 yrs expEnglish
Job Description
• Develop and execute sales strategies to meet or exceed individual and team revenue targets
• Identify and pursue new business opportunities through research, networking, and lead generation
• Conduct market analysis to understand customer needs, industry trends, and competitive landscape
• Present and promote company products and services to both potential and existing clients
• Collaborate with marketing and product development teams to ensure alignment of sales efforts with business goals
Job Requirements
- 10+ years
- Client-centric mindset
- Strategic thinking
- Excellent organizational skills
- Adaptability to a fast-paced and dynamic business environment
Benefits
- Health, dental, and vision insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Director, Strategic Planning
TinuitiTinuiti is the largest independent performance marketing firm across TV & Audio, Google, Meta, and Amazon.
Financial Planning and Analysis110 days ago
Full TimeRemoteTeam 1,001-5,000Since 2016H1B Sponsor
Director managing strategic media planning at Tinuiti’s marketing agency
Financial Planning and Analysis110 days ago
Full TimeRemoteTeam 1,001-5,000Since 2014H1B Sponsor
Director of Cloud Finance leading financial planning and analysis at Confluent
Cloud
Sales Director – Financial Institutions
The StandardWe help people achieve financial well-being and peace of mind.
Financial Planning and Analysis110 days ago
Full TimeRemoteTeam 1,001-5,000Since 1906H1B No Sponsor
Sales Director leading NMO distribution for financial institutions at The Standard
Financial Planning and Analysis110 days ago
Full TimeRemoteTeam 201-500Since 2008H1B Sponsor
Corporate Finance Manager supporting Life360's strategic finance operations
SQLTableau