Talent.com
Client Advisor/Account Manager
Client Advisor/Account ManagerCovenant Technology Solutions • Gladstone, OR, US
Client Advisor / Account Manager

Client Advisor / Account Manager

Covenant Technology Solutions • Gladstone, OR, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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.

    Crear una alerta de empleo para esta búsqueda

    Client AdvisorAccount Manager • Gladstone, OR, US

    Ofertas similares
    CLIENT BILLING PARTNER

    CLIENT BILLING PARTNER

    OCHIN • Portland, OR, United States
    A tiempo completo
    OCHIN is a nonprofit leader in health care innovation and a trusted partner to a growing national provider network, delivering the clinical insights and tailored technologies needed to expand patie...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Manager Advisory Services

    Manager Advisory Services

    Premier • Portland, OR, US
    A tiempo completo
    The Manager works collaboratively within a team of highly qualified Advisory consultants to deliver performance improvement to healthcare systems. This position will be primarily responsible for per...Mostrar más
    Última actualización: hace 16 días • Oferta promocionada
    Operations & Client Support Manager (Hybrid)

    Operations & Client Support Manager (Hybrid)

    Northaveeducation • Portland, OR, United States
    A tiempo completo
    North Avenue Education, LLC Operations & Client Support Manager Portland, ORFull time Company website Apply for Operations & Client Support Manager. The Operations & Client Support Manager is respon...Mostrar más
    Última actualización: hace 11 horas • Oferta promocionada • Nueva oferta
    Senior Client Service Associate

    Senior Client Service Associate

    Coldstream • Portland, OR, US
    A tiempo completo
    Be among the first 25 applicants.If youre interested in building your career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Se...Mostrar más
    Última actualización: hace 9 días • Oferta promocionada
    Senior Product Compliance Advisor — Payments / Lending / Cards

    Senior Product Compliance Advisor — Payments / Lending / Cards

    Mercury • Portland, OR, United States
    A tiempo completo
    A leading fintech company is seeking a Senior Compliance Risk Manager to join their Product Compliance team.The ideal candidate will have 5–7+ years of experience in compliance advisory roles, with...Mostrar más
    Última actualización: hace 7 días • Oferta promocionada
    Client Manager

    Client Manager

    Arthur J Gallagher & Co • Portland, OR, US
    A tiempo completo
    Branch Client Service Manager II.At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workp...Mostrar más
    Última actualización: hace 7 días • Oferta promocionada
    Remote Client Relations Manager

    Remote Client Relations Manager

    American Income Life AO • Portland, OR, US
    Teletrabajo
    A tiempo completo
    Quick Apply
    APPLICANT MUST RESIDE IN THE U.TO BE CONSIDERED FOR THIS POSITION, ALL OTHER APPLICANTS WILL BE IMMEDIATELY DISQUALIFIED • Are you ready to join the forefront of AO’s unparalleled growth in th...Mostrar más
    Última actualización: hace más de 30 días
    Account Manager

    Account Manager

    Enertiv • Portland, OR, US
    A tiempo completo
    Enertiv digitizes and centralizes all the backend processes necessary to own and operate commercial real estate.The platform leverages static documents, legacy systems, and connected IoT devices to...Mostrar más
    Última actualización: hace 16 días • Oferta promocionada
    Business Development Account Manager - Eugene, OR

    Business Development Account Manager - Eugene, OR

    UPS • Portland, OR, United States
    Indefinido
    Before you apply to a job, select your language preference from the options available at the top right of this page.Explore your next opportunity at a Fortune Global 500 organization.Envision innov...Mostrar más
    Última actualización: hace 20 días • Oferta promocionada
    Client Relationship Consultant 2 (Banker) Lake Oswego, ORCategoryBranch BankingJob Id2026-0001636LocationLake Oswego, OR, United StatesPosting Start Date01 / 23 / 2026Anticipated Posting End Date01 / 31 / 2026Job TypeFull time

    Client Relationship Consultant 2 (Banker) Lake Oswego, ORCategoryBranch BankingJob Id2026-0001636LocationLake Oswego, OR, United StatesPosting Start Date01 / 23 / 2026Anticipated Posting End Date01 / 31 / 2026Job TypeFull time

    US Bank • Lake Oswego, OR, US
    A tiempo completo
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Mostrar más
    Última actualización: hace 6 horas • Oferta promocionada • Nueva oferta
    Remote Client Account Specialist

    Remote Client Account Specialist

    Professional Careers • Lake Oswego, Oregon
    Teletrabajo
    A tiempo completo +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Mostrar más
    Última actualización: hace 10 días
    Account Manager

    Account Manager

    Zoetis, Inc • Portland, OR, United States
    A tiempo completo
    Location : Bend, OR (Territory includes.We are seeking a highly capable individual for Account Manager, US Petcare Division. Primary responsibilities include utilizing solution selling, territory man...Mostrar más
    Última actualización: hace 4 días • Oferta promocionada
    Financial Advisor & Planner - Investor Services

    Financial Advisor & Planner - Investor Services

    Empower Retirement • Portland, OR, United States
    A tiempo completo
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Client Service Associate

    Client Service Associate

    Ameriprise Financial • Portland, OR, US
    A tiempo completo
    Meridian Wealth Advisors | Portland, OR (In-Office).Meridian Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, is seeking a high-level Client Service Associate to join ou...Mostrar más
    Última actualización: hace 11 días • Oferta promocionada
    Private Client Account Manager, Personal Lines

    Private Client Account Manager, Personal Lines

    The Partners Group • Tigard, OR, United States
    A tiempo completo
    Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. TPG's success is driven by a c...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Client Relations Manager

    Client Relations Manager

    Portland Staffing • Portland, OR, US
    A tiempo completo
    At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose driving innovation that helps m...Mostrar más
    Última actualización: hace 16 días • Oferta promocionada
    Executive Advisor, Broker Relations

    Executive Advisor, Broker Relations

    RxBenefits • Portland, OR, United States
    A tiempo completo
    The Executive Advisor is responsible for (i) development and execution of firm-specific engagement, collaboration and strategies for assigned firms to grow and retain our book of business with that...Mostrar más
    Última actualización: hace 17 horas • Oferta promocionada • Nueva oferta
    Account Manager

    Account Manager

    IICRC • Portland, OR, US
    A tiempo completo
    The Account Manager will play a critical role in driving the growth of our restoration services by building and maintaining strong relationships with key referral accounts.This position will focus ...Mostrar más
    Última actualización: hace 16 días • Oferta promocionada