The Client Advisor manages a portfolio of existing clients to strengthen relationships, retain business, and drive account growth. They serve as the primary point of contact, identifying opportunities to expand services and delivering measurable value through strategic IT solutions.
COMPANY OVERVIEW
Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining IT services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor-agnostic solutions, employing a six-step model that starts with getting to know a client’s business, challenges, and goals and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal IT results without costly consulting agreements. We’re proud to announce that for the third consecutive year, Bridgepointe Technologies has been recognized as a Great Place to Work®! This achievement underscores our commitment to fostering a culture that values passion, dedication, and collaboration across our entire organization.
JOB DESCRIPTION
The Client Advisor manages a portfolio of existing clients and is responsible for strengthening relationships, retaining business, and driving account growth. By staying connected to each client's business and technology priorities, the Client Advisor identifies opportunities to expand services, solve challenges, and deliver measurable value.
As the primary point of contact, the Client Advisor works closely with clients, suppliers, and internal teams to ensure a high level of service and support. They serve as a liaison between clients and Bridgepointe's supplier partners, helping clients get the most from their technology investments while supporting their evolving business needs.
Success in this role requires building and maintaining strong client relationships, achieving monthly revenue and retention goals, proactively addressing client needs, and conducting professional account reviews and executive-level business discussions. The Client Advisor may also partner with the original sales representative to support client growth and strategic initiatives.
Travel may be required for client meetings, business reviews, and internal events.
ROLE RESPONSIBILITIES
Relationship Building: Able to forge strong relationships with Clients that build trust and credibility.
Customer Sales and Retention Expertise: Must be skilled, knowledgeable, and comfortable identifying, presenting, and closing new solutions and renewal programs to clients.
Industry Expertise: Must have experience selling, retaining, and/or supporting Telecom, IT services, and/or technology services.
Collaborator: Able to achieve goals through collaboration, effective communication, continuous improvement, and successful execution
Builder: Experience in high growth environments and understands how to build on existing client relationships leveraging technology, people, and processes to drive results
Strong Executive Level Communications: Strong communication skills with all levels of an organization, both external clients and internal stakeholders.
QUALIFICATIONS & PROFICIENCIES
Minimum of 7+ Years in a similar position selling and supporting similar products and services.
Excellent communication skills, both written and verbal.
Exceptional level of customer service, professionalism, attention to detail and accuracy.
Team player, willing to share ideas, driven to improve processes.
Self-motivated, completes tasks, interested in learning new ideas, embraces change, achieves results, high performer.
High level of comfort with technology solutions.
Proficient in the complete suite of Microsoft Office products.
Experience with recurring revenue business and services companies preferred.
Bachelor of Science degree preferred.
BENEFITS
Base Salary + Competitive Commission Structure
Company subsidized Medical, Dental, and Vision Care benefits
HSA Plan
Short-term and Long-term Disability
Company-paid AD&D and Life Insurance
Competitive Pay
401k Matching
Unlimited PTO
Flexible and innovative work environment
Bridgepointe Technologies, LLC is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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— Sarah J.
·
Marketing Manager
★★★★★
Verified
