Client Advisor - Technology

New Yesterday

Job Overview Client Advisor - Technology at Acrisure a global Fintech leader combining human insight with high?tech solutions. The role focuses on new business, deepening relationships, and expanding Acrisures footprint across multiple lines of business. Responsibilities Achieve annual sales objectives by building a qualified pipeline, converting leads, and consistently meeting or exceeding quota. Develop and execute strategic growth plans using data?driven insights, predictive analytics, and AI?powered tools to prioritize high?value opportunities and accelerate deal velocity. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business. Serve as a trusted advisor by developing deep client relationships and providing a consultative sales approach that addresses unique business challenges. Blend human connection with technology using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross?sell opportunities. Build strong external networks and promote Acrisure within the community as a growth?minded, fintech?enabled insurance leader. Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create?convert?close?retain cycle. Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes. Stay ahead of industry and market trends by using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning. Share insights with leadership and cross?functional teams to help optimize product offerings, client experience, and revenue strategies. Qualifications Minimum 2 years of experience in a client?facing, client?advising, or business development role. Experience in the insurance industry preferred. Property and Casualty license preferred, or ability to obtain license upon hire. Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts. Proven track record of obtaining new clients and/or revenue growth with a focus on utilizing technology and tech platforms. Demonstrated technology skills, including proficiency with CRM and AI applications. Pay and Benefits Base compensation range: $70,304 $100,000 (based on qualification, experience, location, and internal equity). Candidates should be comfortable with an on?site presence to support collaboration, team leadership, and cross?functional partnership. Benefits include: Medical, dental, vision, life, disability, fertility, wellness, and paid sick time. Paid time off, holidays, EAP, Calm app subscription. 401(k) immediate vesting, HSA, FSA, commuter benefits, employee discounts. Paid maternity and paternity leave (including adoptive parents). Pet insurance coverage. Equal Opportunity Statement Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@ . California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud Notice: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you. #J-18808-Ljbffr
Location:
San Jose
Category:
Office And Administrative Support Occupations

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