Strategic Advisor

Job Title: Strategic Advisor

Compensation:
$70,000-$85,000 for Intermediate
$120,000 for Senior Advisor

Travel: 60%-70%

Location: Wichita, KS and Oklahoma City, OK

Summary/Objective:

This role focuses on building and maintaining relationships with high-value clients to ensure engagement and satisfaction. The position requires navigating sensitive discussions and selling solutions and processes for buy-in both internally and externally to achieve the desired outcomes for both the client and the company.

Key Responsibilities:

• Relationship Building: Develop and nurture strong relationships with clients' executive teams by understanding their business and desired outcomes, providing value to the client.
• Identify key stakeholders and establish new relationships while strengthening existing ones.
• Navigate potential conflicts with internal teams while maintaining clear communication with executive decision-makers.
• Strategy: Work closely with each client to understand their key business drivers, challenges, and opportunities, and create strategies to help them achieve long-term success.
• Continually assess, clarify, and validate customer needs.
• Collaborate with internal teams to align data points and ensure effective reporting for client success.
• Address client issues swiftly, focusing on long-term resolutions that increase efficiency and profitability.
• Communication/Sales: Foster strong communication across all client levels, building trust with key executives and selling them on solutions, decisions, processes, or other outcomes.
• Execute a strategic communication plan with recurring meetings and ad hoc check-ins.
• Act as a liaison between internal and external resources, navigating difficult conversations to facilitate strong partnerships and positive outcomes.
• Ability to clarify and comprehend clients’ desired outcomes or challenges and work internally to provide solutions
• Ensure client concerns are addressed effectively, providing appropriate updates and managing expectations throughout the process.
• Solution Knowledge: Collaborate with internal teams to understand high-level technical strategies and translate them for non-technical client executives.
• Work to identify the root causes of client issues and help bridge any gaps in service.
• Propose solutions to address client needs and enhance their overall experience.
• Renewals and New Business: Proactively manage client relationships and ensure issues are promptly addressed to maintain satisfaction.
• Monitor client engagement and satisfaction metrics to ensure high renewal confidence.
• Identify opportunities for additional products or services to expand the client relationship.
• Seek client referrals and ensure high net promoter scores.

Other Responsibilities:

• Customer Advocacy: Provide client feedback to internal teams to improve service offerings and engagement strategies.
• Company Advocacy: Communicate internal decisions to clients to explain risks and reiterate the company's commitment to being a trusted advisor.
• Success Metrics and Reporting: Track key performance indicators (KPIs) like customer satisfaction and net promoter scores, reporting regularly on progress and areas for improvement.

Requirements:

• Bachelor’s degree in business, communications, sales, or a related field.
• Experience and knowledge in banking.
• Exceptional written and verbal communication skills, particularly with executive-level decision-makers.
• Ability to manage challenging conversations and resolve conflicts internally and with clients.
• Strong analytical skills with the ability to identify issues and implement practical solutions.
• A solid understanding of customer pain points and a commitment to fostering trust and loyalty.
• Familiarity with relevant technology and service offerings to guide clients effectively.
• Ability to manage multiple client accounts and tasks simultaneously while ensuring high responsiveness.
• Strong relationship-building and sales skills to foster long-term engagements and identify opportunities for business growth.
• Capability to analyze customer data and make informed recommendations.

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Banking: 2 years (Required)
• Customer relationship management: 2 years (Required)
• Sales: 2 years (Required)

Ability to Commute:

• Wichita, KS 67201 (Required)

Ability to Relocate:

• Wichita, KS 67201: Relocate before starting work (Required)

Willingness to travel:

• 50% (Required)

Work Location: In person

Salary : $75,000 - $85,000