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Client Executive - Advisory Sales

8/28/2025

Remote

Job Summary

A company is looking for a Client Executive specializing in Advisory Sales.

Key Responsibilities
  • Manage the full sales cycle including prospecting, qualification, proposal development, and closing
  • Develop and execute targeted sales campaigns to generate interest in advisory offerings
  • Collaborate with marketing on lead generation and maintain a robust pipeline using CRM tools
Required Qualifications
  • 5-8 years of B2B sales experience, preferably in advisory or financial services
  • Proven success in prospecting and closing complex deals with senior executives
  • Experience in a fast-paced, entrepreneurial environment with accountability for revenue goals
  • Familiarity with CRM systems such as HubSpot
  • Strong interest in professional development and advisory services preferred

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