Strategic Business Advisor

Strategic Business Advisor

Job Summary

Reporting to the Sales Director, the Strategic Business Advisor acts as the main point of contact for existing clients. They ensure a seamless and impactful experience that promotes satisfaction, loyalty, and growth. By working closely with internal teams, the advisor ensures that the commitments made during the sales process are delivered—and even exceeded—throughout the customer lifecycle. By building trust-based relationships and identifying development opportunities, this individual directly contributes to customer success and the organization’s long-term goals. They are also responsible for achieving upsell targets as part of the overall growth strategy.

The advisor also serves as the voice of the client within projects, as well as the voice of the end customer (the consumer) for whom the product or service is intended. In this role, they are expected to constructively challenge both the internal project team and the client to maximize the relevance of the offering and the chances of commercial success.

Key Responsibilities

Customer Experience & Retention

• Ensure a smooth handover and support process post-sale, including documenting the commitments made during the sales cycle.
• Define and maintain a clear project scope with all stakeholders to avoid scope creep and misunderstandings.
• Build close, trust-based relationships with clients as the main point of contact.
• Participate in kickoff meetings and key milestones to ensure delivery on commitments.
• Proactively identify opportunities for improvement and coordinate corrective actions to optimize satisfaction.
• Ensure continued client satisfaction through proactive and personalized support.
• Advocate for both the client and end-user to ensure a customer-centric approach and real value delivery.

Strategic Development & Upselling

• Conduct regular business reviews with clients to assess evolving needs and service performance.
• Identify and document opportunities for upselling, cross-selling, or renewal aligned with client goals.
• Develop account plans in collaboration with the Sales Director, including revenue targets and concrete actions.
• Propose tailored solutions that maximize long-term value for the client.
• Track performance indicators related to client accounts and adjust strategies to meet or exceed set targets.
• Actively contribute to the organization’s growth strategy by optimizing the potential of existing accounts.

Liaison Between Clients, Sales, and Operations

• Ensure smooth information flow between the client and internal teams (sales, operations, product development).
• Participate in project planning and follow-ups to ensure alignment between the initial promise and execution.
• Ensure that client expectations are well understood, documented, and considered during delivery.
• Support internal teams in understanding the strategic challenges specific to each account.
• Conduct thorough follow-up on client satisfaction after delivery or project completion.