The Customer Relationship Advisor will manage and take ownership of a sizeable book of business and meet face‑to‑face regularly with each client, starting from the initial on‑boarding phase through to quarterly and annual reviews.
Responsibilities
- Manage a book of business; meet regularly with clients from initial onboarding through quarterly and annual reviews.
- Create and deliver IT strategies and budgets, proposals and quotes to clients.
- Achieve overall client satisfaction and retention.
- Recommend solutions that match clients’ business goals and objectives.
- Ensure clients’ technology is aligned with corporate goals.
- Establish an overall long‑term IT strategy and vision for clients and communicate that strategy to C‑level executives.
- Take ownership of client issues and initiatives; represent client interests to internal teams.
- Manage and renew clients’ contracts.
- Ensure sales opportunities are updated, accurate, and ready for the weekly sales meeting.
- Enter SQLs, MQLs, FTAs and customer meeting activities into the CRM system and keep data up to date for the weekly sales meeting.
- Collaborate with alignment engineers to review and update the customer roadmap and IT strategy.
- Stay up to date with the latest IT, cyber, hardware and compliance standards.
- Work with the Sales Director to win new business.
Education
- College degree (three‑year college or technical school) preferred. Field of study: business, marketing or related technical field is an advantage.
Experience
- Minimum 3 years’ experience in a Customer Relationships Advisor or similar role.
Skills
- Experience consulting for small and medium‑sized businesses.
- Broad knowledge of IT best practices in the SMB market.
- Experience working directly with C‑level executives.
- Experience establishing long‑term IT strategy.
- Consultative selling experience.
- CRM system management experience.
Certifications
IT industry certifications are preferred, specifically Microsoft and Azure.
Driver’s License
Required if residing in Ireland.
Key Metrics
- Sales revenue.
- Customer acquisition rates.
- Customer retention rates.
- Sales forecasting accuracy.
- Activity tracking (customer meetings), SQLs and FTAs.
- Escalation tracking.
Benefits
- 25 days annual leave plus public holidays.
- One extra day off for birthday leave.
- Company pension scheme.
- Employee Assistance Programme (EAP) for wellbeing support.
- Global team activity challenges.
- Unlimited access to Pluralsight for continuous development.
- Real opportunities to grow, including international progression.
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