Job Openings Client Advisor

About the job Client Advisor

Position Title: Client Advisor

Classification: Associate

Salary: 30,000 - 40,000 a month

Reports To: Client

Primary Relationships: Client Team

Date: June 2022

Schedule: USA Business Hours


  • Sales, Accounts Management and Staffing Consultations

  • Schedule discovery meetings with new and existing customers

  • Identify the needs and opportunities for outsourcing/offshoring for new and existing customers
  • Developing quotes and proposals for clients.

  • Build long-term trusting relationships with clients

  • Schedule and conduct regular checkpoint meetings with the client

  • Answer general and high level inquiries from clients and prospects

  • New Accounts and Staff Onboarding

  • Conduct new accounts onboarding presentation

  • Help customers grow by sharing offshoring and outsourcing best practices
  • General Project management of new accounts

  • Recruitment consultation and coordination with internal teams

  • Assist customer with final interviews and selection

  • Assist in Technology setup in terms of software, hardware, network and dialer.
  • Assist customer in building structure, and playbooks for the team

  • Guide customer in creating training plans for staff


  • Proven work experience as a Business Development Representative, Sales Account Executive or similar role or BSc degree in Marketing, Business Administration or relevant field
  • Hands-on experience with multiple sales techniques (including cold calls)
  • Track record of achieving sales quotas

  • Experience with any CRM software

  • Familiarity with MS Excel (analyzing spreadsheets and charts)

  • Understanding of sales performance metrics

  • Excellent communication and negotiation skills.

  • Ability to deliver engaging presentations