Business Advisor
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AI Summary
The Business Advisor is responsible for managing the full advisory sales cycle, from conducting discovery calls to aligning technical solutions with client business needs. They act as a trusted point of contact to guide clients through strategy, technology, and scalable growth pathways.
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Wellness resources
Position Summary
The Business Advisor is BlueprintIQ’s core client-facing sales and advisory role. This position is responsible for developing client relationships, conducting discovery conversations, identifying business needs, aligning solutions, and guiding prospective and existing clients through the advisory sales process.
The Business Advisor acts as a trusted point of contact for businesses seeking clarity around strategy, operations, technology, data, marketing, AI, cybersecurity, cloud services, communications, and scalable growth. This role requires consultative selling, disciplined follow-up, strong business judgment, and the ability to translate client challenges into structured solution pathways.
The Business Advisor does not operate as a transactional salesperson. This role is designed for a professional who can listen deeply, ask informed questions, identify gaps, and help clients make confident decisions.
Key Responsibilities
Consultative Sales and Client Discovery
· Conduct discovery calls and needs assessments with prospective clients.
· Identify client goals, operational pain points, technology gaps, growth barriers, and decision criteria.
· Evaluate whether BlueprintIQ’s services, solutions, or partner ecosystem are a strong fit for the client’s needs.
· Develop a clear understanding of the client’s business model, priorities, budget, timeline, and internal stakeholders.
Solution Alignment
· Recommend appropriate BlueprintIQ services, advisory engagements, technology solutions, partner solutions, or next-step assessments.
· Collaborate with internal leadership, delivery teams, vendors, and partners to shape client recommendations.
· Support proposal, quote, and scope development.
· Present solution options in a clear, professional, and business-focused manner.
· Ensure recommendations remain vendor-neutral, outcomes-driven, and aligned with the client’s objectives.
Relationship Management
· Build long-term relationships with business owners, executives, department leaders, and decision-makers.
· Serve as a trusted advisor before, during, and after the sale.
· Support client retention, renewal, upsell, cross-sell, and referral opportunities.
· Coordinate with internal teams to ensure smooth client onboarding and handoff after closing.
· Maintain professional communication with clients throughout the sales process.
Success Measures
Success in this role may be measured by:
· Qualified opportunities created.
· Discovery meetings completed.
· Proposals sent.
· Closed-won revenue.
· Pipeline value created.
· Client retention and expansion activity.
· CRM compliance.
· Sales cycle progression.
· Referral generation.
· Gross margin or commissionable revenue, where applicable.
Compensation Structure
This is a commission and bonus-eligible position. Compensation may include commissions, residuals, performance bonuses, referral incentives, partner/vendor commissions, and other sales-related earnings, as determined by company policy.
Commission and bonus payments are subject to BlueprintIQ’s current sales compensation plan, eligibility requirements, client payment status, deal assignment rules, split-deal rules, margin requirements, and applicable clawback provisions.
Ideal Candidate Profile
The ideal Business Advisor is equal parts relationship builder, problem solver, and strategic guide. This person can open doors, ask smart questions, follow a process, and help clients make confident business decisions without relying on pressure tactics.
Career Path
High-performing Business Advisors may advance into Senior Business Advisor, Principal Business Advisor, sales leadership, strategic account leadership, or specialized advisory roles based on performance, leadership ability, client impact, and company growth needs.
Flexible work from home options available.
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