Manager, Client Advisory
- Salary
- Up to $120K
- Hiring from
- North America
- Work type
- Remote
- Posted
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Company Overview:
Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining technology services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor-agnostic solutions, employing a six-step advisory model that starts with getting to know a client’s business, challenges, and goals, and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal results without costly consulting agreements. In January 2022, Bridgepointe announced a strategic growth investment from Charlesbank Capital Partners, raising more than $100 million as part of the transaction to fuel organic growth and fund acquisitions. Following this investment, Bridgepointe is adding to its fast-paced, entrepreneurial, and highly successful Leadership Team. Since January, the firm has made over two dozen strategic growth investments and has expanded its sales efforts nationwide.
Position Summary:
- The Client Advisory Manager leads a team of 8–10 Client Advisors responsible for retaining, managing and growing Bridgepointe’s existing client relationships. This role owns the team’s overall revenue and performance objectives, with accountability for client retention, recurring revenue growth, account expansion, and client satisfaction.
- The Client Advisory Manager provides strategic direction, coaching and performance management to ensure Client Advisors proactively identify client needs, develop growth opportunities, strengthen executive relationships, and deliver measurable value. The role partners with sales leadership, Equity Partners, supplier partners and internal teams to drive account growth, resolve client challenges, and ensure a consistent, high-quality client experience.
- Success in this role requires strong people-leadership, commercial acumen, technology industry expertise, and the ability to build a high-performing team that delivers sustainable revenue growth and long-term client value.
- Ideal candidates for this role will live in the Eastern Time Zone
Role Responsibilities:
- Team Leadership & Development: Lead, coach, and develop a team of 8–10 Client Advisors through regular one-on-ones, performance reviews, goal setting, and ongoing professional development.
- Baseline Revenue Growth & Retention Accountability: Own overall team performance against revenue, recurring revenue, client retention, renewal, and account growth targets.
- Performance Management: Monitor team KPIs, pipelines, forecasts, and portfolio performance to identify risks, address gaps, and ensure consistent execution against business objectives.
- Account Growth Strategy: Coach Client Advisors on account planning, executive engagement, opportunity identification, renewals, and the expansion of existing client relationships.
- Client Relationship Oversight: Serve as an escalation point for complex client issues, at-risk relationships, and strategic opportunities, ensuring timely resolution and long-term client satisfaction.
- Cross-Functional Collaboration: Partner with sales leadership, original sales representatives, supplier partners, and internal teams to align account strategies, drive growth, and improve the client experience.
- Operational Excellence: Establish consistent account management practices, reporting disciplines, and performance standards while identifying opportunities to improve processes and team effectiveness.
- Strategic Leadership: Translate company objectives into actionable team priorities and foster a culture of accountability, collaboration, continuous improvement, and client advocacy.
Qualifications & Proficiencies
- 7+ years of experience in account management, client advisory, technology sales, or related field.
- Demonstrated experience leading, coaching, or managing client-facing professionals, preferably in a technology services or advisory environment.
- Proven track record of driving revenue growth, client retention, recurring revenue, and account expansion.
- Experience in telecommunications, IT services, technology solutions, or related industries.
- Strong understanding of account management, renewals, pipeline management, forecasting, and performance metrics.
- Excellent leadership, communication, relationship-building, and executive presentation skills.
- Strong analytical, organizational, problem-solving, and decision-making abilities.
- Channel Experienced
- Proficiency in Microsoft Office and Salesforce CRM.
- Bachelor’s degree preferred.
Measures of Success
Success will be measured by overall team Baseline Revenue Growth, Cross Selling, Revenue retention through churn mitigation efforts, account expansion, forecast accuracy, client satisfaction, and the development and performance of a high-performing Client Advisory team.
Compensation
- Base compensation for this role is $150,000. There is additional Variable Compensation potential of up to $120,000 annually
*** The posted range reflects the minimum and maximum salary budgeted for this position. Individual offers will be based on a variety of factors, including experience, qualifications, skills, internal equity, and market considerations.
Benefits
- Company subsidized Medical, Dental, and Vision Care benefits
- HSA Plan
- Short-term and Long-term Disability
- Company-paid AD&D and Life Insurance
- Competitive Pay
- 401k plan
- Flexible PTO
- Flexible and innovative work environment
Bridgepointe Technologies, LLC is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
For more information, please send an email to Talent.Acquisition@bpt3.net, or visit https://www.bridgepointetechnologies.net/ to learn more about Bridgepointe.