
Financial Performance Advisor
21 hours ago
Job Title: Financial Performance Advisor
Job Description:
We are seeking an experienced Financial Performance Advisor to join our team. As a key member of our organization, you will be responsible for managing and growing client relationships by providing expert guidance on financial software solutions.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs, and effectively communicating how our solutions can address those needs.
- Sales and Revenue Generation: Meet and exceed sales targets by actively promoting our financial software products, conducting product demonstrations, and closing deals to drive revenue growth.
- Product Knowledge: Stay up-to-date on the latest features and updates of our financial software to provide accurate information and recommendations to clients.
- Training and Support: Provide training and support to clients on how to effectively use our financial software, ensuring they maximize its benefits for their business.
- Market Analysis: Conduct market research to identify potential clients, understand industry trends, and develop strategies to expand the client base.
Qualifications:
- A bachelor's degree in Accounting, Finance, Business, or a related field.
- Proven experience in sales, account management, or a similar role.
- A strong understanding of accounting principles and financial software, with specific knowledge of QuickBooks preferred.
- Excellent communication and interpersonal skills.
- The ability to work independently, prioritize tasks, and meet deadlines.
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