Top 25639 Advisor client data Jobs

Client Success Advisor
SiteCare —Remote
- Full-time
- Mid-level
- Organizational skills
- Communication skills
Quick Apply
Senior Audit Manager - Public Accounting
James Gordon & Associates, CPA, P.A. —Wichita, KS
- Full-time
- Background check
- CPA
- 5 years
- Health savings account
- Disability insurance
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Client Partner - Reddit
MarketStar —Ogden, UT
- $45,000 - $55,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Data analysis skills
- Health savings account
- Health insurance
Automotive Service Advisor at Ford Dealership
B. J. Maurer Motor Co., Inc. —Boswell, PA
- $36,000 - $45,000 a year
- 8 hour shift
- Management
- Sales
- Dealership
- Health insurance
- 401(k)
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Director of Client Relations [Financial Services / Wealth Management]
Globe Wealth Management —Concord, NH
- $80,000 - $90,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Paid time off
Quick Apply
Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
- $130,000 - $180,000 a year
- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
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Financial Advisor
Bankers Life —Fishkill, NY
- From $50,000 a year
- Full-time
- Customer service
- Mid-level
- Analysis skills
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Director of Tax Central
Gradient Financial Group —Arden Hills, MN
- $75,000 - $150,000 a year
- 8 hour shift
- CPA
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate
RICHLAND COUNTY BANK —Richland Center, WI
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
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7d
Sales Engineer
Allied Telesis —San Jose, CA
- $140,000 - $180,000 a year
- Full-time
- Computer Science
- 5 years
- Bachelor of Science
Quick Apply
Sales Support Representative
LDI Solutions, LLC. —Rochester, NH
- $50,000 - $60,000 a year
- Full-time
- Marketing
- Mid-level
- Microsoft Office
- Disability insurance
- Health insurance
Quick Apply
Registered Paraplanner
Starboard Financial Group, Ameriprise Financial Services, LLC —Brookfield, WI
- $60,000 - $77,000 a year
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
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9d
Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
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Sales Engineer - Washington
DEWESoft, LLC —Washington State
- $80,000 - $110,000 a year
- Full-time
- Up to 50% travel
- Engineering
- Office
- Health insurance
- Dental insurance
Quick Apply
Estate Planning Attorney
Stone Bybee & Associates PLLC. —Las Vegas, NV
- $80,000 - $150,000 a year
- Full-time
- Background check
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr. Operations Analyst (ICHRA) (Hybrid)
NFP Corp —Norwell, MA
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor
Ameriprise Financial —Little Falls, MN
- $75,000 - $90,000 a year
- Full-time
- Marketing
- Computer literacy
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
7d
Accountant/Tax Preparer
LS Professional Services International Inc dba H&R Block —Greensboro, NC
- $20 - $40 an hour
- Part-time
- Background check
- Spanish
- CPA
- Paid training
- Paid time off
Quick Apply
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Audit Manager
Haynie & Company —Littleton, CO
- $110,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Bachelor's degree
- Paid parental leave
- Health savings account

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Client Success Advisor

SiteCare
Remote

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Job Details

Full-time

Qualifications

Pricing
Customer relationship building
WordPress
Client rapport building
Opportunity Management
Lead generation
Key Performance Indicators
B2B business model
B2B
Cross-functional collaboration
Account management experience
Closing sales leads

Full Job Description

About SiteCare

SiteCare is a managed WordPress services company serving mid-market and Enterprise clients. Our clients rely on us for hosting, website management, security, performance, accessibility, SEO, and ongoing development. We are building a dedicated Client Success function and this role is central to that effort.

Role Summary

The Client Success Advisor owns the ongoing relationship for a portfolio of clients. This is a proactive, commercially oriented role responsible for client retention, account growth, tier alignment, and internal delivery accountability.

Responsibilities

Own and manage a portfolio of high-value client accounts.
Conduct structured client touchpoints. Each meeting should include a prepared agenda with data-driven recommendations covering performance, security, accessibility, and SEO.
Identify and close expansion opportunities within existing accounts, including tier upgrades, development retainers, and additional project work.
Monitor client consumption relative to plan scope. Address misalignment directly and manage tier upgrade conversations when usage consistently exceeds plan coverage.
Step into active Client Specialist conversations when broader commercial opportunities or tier mismatches are identified, even when the ticket is already in progress.
Hold delivery teams accountable on quality and timeliness. Flag risks early and escalate directly before issues surface in client-facing meetings.
Lead monthly client review meetings. Ensure all presented work meets quality and timeline commitments.
Manage difficult client conversations regarding scope, pricing adjustments, and expectation resets.
Coordinate with delivery, support, and development teams on larger engagements. Maintain ownership of the client relationship throughout.
Act on tier upgrade signals surfaced by the support team. Convert qualified opportunities.

Qualifications

4+ years managing client relationships in a B2B services or agency environment.
Strong experience with WordPress and web technology services, and their impact on client KPIs (ie. understanding how improving site organization can improve lead generation).
Demonstrated ability to identify and close account expansion opportunities.
Comfortable with direct commercial conversations: pricing, scope, renewals, upgrades.
Willingness to assert internally when delivery quality, timelines, or commercial opportunities require intervention.
Ability to work across teams and step into active colleague workflows when the client situation warrants it.
Strong remote communication skills. Able to build trust and manage relationships without in-person interaction.
Comfortable operating in a role with evolving structure. This function is new and the successful candidate will help define it.

Key Performance Indicators

Client retention rate within assigned portfolio.
Account expansion revenue against targets.
Tier alignment accuracy across portfolio.
Proactive anticipation of client needs and risks.
Client satisfaction and relationship health scores.
Internal escalation rate and resolution effectiveness.

Working Conditions

Fully remote position.
Must be available during US business hours.
Travel not anticipated.

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Senior Audit Manager - Public Accounting

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