Talent.com
Client Advisor / Account Manager

Client Advisor / Account Manager

Covenant Technology SolutionsGladstone, OR, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

Salary : About Us :

Covenant is a leading IT Managed Service Provider dedicated to delivering high-quality technology solutions to businesses. We are seeking a client-focused advisor to build and maintain strong relationships with our customers and ensure they receive clear value from our services.

Position Overview :

A Client Advisor serves as the primary point of contact between our organization and their assigned clients. They focus on relationship management, service delivery , and strategic technology planning. This key role bridges the gap between technical teams and the client's business needs.

As a Client Advisor, you will play a pivotal role in the evolution of our client's technology in line with our established models. Your ability to understand their business goals and translate those into strategic technology initiatives will be essential to your success.

To achieve this, you must be literate in the topics forward in business leaders minds, including Cybersecurity, Copilot Readiness, and Initial AI and Azure Virtual Desktop conversations.

By proactively identifying opportunities for improvement and innovation, you will help guide our clients toward achieving their objectives. Always leading, you will ensure that our clients remain at the forefront of technological advancement.

In addition to your advisory responsibilities, you will be expected to stay current with the latest industry trends and technological advancements. This includes continuous learning and professional development to ensure you are equipped with the knowledge and skills necessary to provide the best possible guidance to our clients.

Key Responsibilities :

  • Quarterly In-person meetings with all assigned clients.
  • Develop and maintain strong relationships with assigned clients, serving as their trusted technology advisor.
  • Conduct regularly scheduled business reviews with clients to assess service performance, discuss needs, and identify opportunities.
  • Create and present strategic technology roadmaps aligned with the client's business objectives.
  • Monitor service delivery and coordinate with internal teams to ensure client satisfaction.
  • Identify and pursue opportunities for service expansion and account growth.
  • Act as an escalation point for client concerns and ensure timely resolution.
  • Collaborate with internal and external resources to translate client business needs into effective solutions.
  • Maintain detailed documentation of client interactions, requirements, and decisions.
  • Provide regular reporting on account health, growth opportunities, and risks.
  • Coordinate project delivery when required.

Required Qualifications :

  • Bachelor's degree in Business, Technology, or equivalent experience.
  • 3+ years of experience in technology account management or client advisory roles.
  • Strong understanding of business technology solutions and IT services.
  • Excellent communication and presentation skills.
  • Proven track record of building and maintaining client relationships.
  • Experience in project coordination and stakeholder management.
  • Ability to translate technical concepts into business terms.
  • Strong problem-solving and analytical skills.
  • Preferred Qualifications :

  • Experience in managed services or IT consulting.
  • Understanding of ITIL framework.
  • Background in technology sales or technical roles.
  • Industry certifications (Microsoft, ITIL, CompTIA, etc.)
  • Experience with CRM systems and service management tools.
  • Experience with various project delivery methodologies (i.e. Agile, Waterfall)
  • Candidates in the Portland, Salem, and Eugene Oregon area are highly desirable
  • Required Skills :

  • Friendly demeanor and good cultural fit.
  • Outstanding interpersonal and relationship-building abilities.
  • Strong business acumen and consultative approach.
  • Excellent project and time management skills.
  • Ability to handle multiple priorities and deadlines.
  • Strategic thinking and planning capabilities.
  • The ideal candidate will be proactive, customer-focused, and able to balance relationship management with business development. They should be comfortable working with technical and non-technical stakeholders and thrive in a dynamic environment.

    serp_jobs.job_alerts.create_a_job

    Client Manager • Gladstone, OR, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Client Partner

    Client Partner

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Partner to manage client relationships and oversee web and mobile app projects in a remote environment. Key Responsibilities Lead client project meetings and coor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Onboarding Specialist

    Client Onboarding Specialist

    VirtualVocationsVancouver, Washington, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Onboarding Specialist to support new customers and facilitate their transition to the platform. Key Responsibilities Collaborate with sales teams to ensure succes...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Success Associate

    Client Success Associate

    VirtualVocationsPortland, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Success Associate with a Project Coordination focus.Key Responsibilities Support Client Success Managers in maintaining strong client relationships and ensuring ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Delivery Associate

    Client Delivery Associate

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Delivery Associate (Contract).Key Responsibilities Manage and support high-volume client implementations Serve as the point of contact for project status update...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Clinical Account Manager

    Licensed Clinical Account Manager

    VirtualVocationsAloha, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Clinical Account Manager - Remote.Key Responsibilities Builds and maintains customer relationships while ensuring overall account satisfaction Manages financial aspect...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Client Advisor

    Private Client Advisor

    KeyCorpPortland, OR, US
    serp_jobs.job_card.full_time
    Location : 11665 SW Pacific Highway - Tigard, Oregon 97223.Job Summary : The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Client Success Advisor

    Senior Client Success Advisor

    VirtualVocationsPortland, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Success - Senior Advisor.Key Responsibilities Manage client relationships to ensure satisfaction and retention Provide strategic guidance and support to clients...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Customer Advocacy Manager

    Customer Advocacy Manager

    VirtualVocationsVancouver, Washington, United States
    serp_jobs.job_card.full_time
    A company is looking for a Customer Advocacy Manager to lead its advocacy program and enhance customer relationships.Key Responsibilities Build and manage a global customer advocacy program, from...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Deal Onboarding Associate

    Deal Onboarding Associate

    VirtualVocationsVancouver, Washington, United States
    serp_jobs.job_card.full_time
    A company is looking for a Deal Onboarding Associate.Key Responsibilities Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services prod...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Merrill Market Client Relationship Manager

    Merrill Market Client Relationship Manager

    Bank of AmericaPortland, OR, US
    serp_jobs.job_card.full_time
    Market Client Relationship Manager (MCRM).Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Marketplace Client Liaison

    Marketplace Client Liaison

    VirtualVocationsPortland, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Marketplace Client Liaison.Key Responsibilities Provide exceptional customer service and support to clients during the auction process Manage consignment packages and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Account Manager

    Account Manager

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for an Account Manager, Client Partnership.Key Responsibilities Schedule client meetings and provide necessary documentation and agendas Gather business and project requirem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Advocacy Manager

    Client Advocacy Manager

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Advocacy Manager to lead a team focused on client support and issue resolution.Key Responsibilities Lead a team of Care Experience Specialists to address escalat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Services Manager

    Client Services Manager

    VirtualVocationsVancouver, Washington, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Manager to ensure a seamless client experience and enhance operational efficiency. Key Responsibilities Serve as the primary point of contact for clients...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    CPG Client Lead

    CPG Client Lead

    VirtualVocationsPortland, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Lead - CPG Specialist.Key Responsibilities Act as the main point of contact and trusted advisor for multiple high-profile clients, managing expectations and bala...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Technical Account Manager

    Technical Account Manager

    VirtualVocationsPortland, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Technical Account Manager to support enterprise distribution partnerships and drive growth.Key Responsibilities Provide technical expertise and support for wholesale di...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Success Manager

    Client Success Manager

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Success Manager to help clients achieve their goals and maximize the use of their Learning Management System (LMS). Key Responsibilities Develop trusted relations...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Federal Account Manager

    Federal Account Manager

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Federal Account Manager, Inside.Key Responsibilities Develop quotes for federal customers and manage deal registration, shipment tracking, and accounts receivable Buil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Account Manager

    Client Account Manager

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Account Manager to join their Client Services Team.Key Responsibilities Research potential clients and market opportunities Utilize sales tools to connect with ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Product Manager - Client Portals

    Product Manager - Client Portals

    VirtualVocationsSalem, Oregon, United States
    serp_jobs.job_card.full_time
    A company is looking for a Product Manager - Client & Advisor Portals.Key Responsibilities : Drive the end-to-end client and advisor portal experience, ensuring portals are intuitive, engaging, an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days