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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