Digital Adoption Sales Consultant

3 weeks ago

Tempe, United States LPL Financial Full time

Do you thrive on helping businesses unlock the power of digital solutions? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you

Excited to learn more? If so, then this could be the role for you

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

**Job Overview**:
As a Digital Adoption Sales Consultant, you'll be a champion for our digital tools, empowering customer support teams to transition from human-centric to a more efficient digital-human blended approach. You'll partner with clients currently reliant on human support, showcasing the value proposition of our digital tools and guiding them on successful adoption. This results-oriented role thrives on driving measurable change and requires a blend of sales expertise, customer empathy, and a passion for technology.

**Responsibilities**:

- Develop and maintain relationships with advisors, clients, and staff.
- Identify and qualify client needs and pain points related to customer support efficiency.
- Collaborate with clients to develop and execute digital adoption plans that ensure successful user onboarding and ongoing utilization.
- Partner with client teams (advisors, staff, and clients) to deliver engaging training sessions on our digital tools and functionalities.
- Monitor and track key metrics related to digital adoption, including channel mix and user engagement.
- Develop strategies to address client concerns and ensure users feel comfortable transitioning to digital support channels.
- Gather client feedback and user insights on our digital tools and identify areas for improvement.
- Translate client pain points and user experience (UX) challenges into actionable recommendations for our technical and product teams.
- Advocate for product enhancements and feature updates based on client data and user feedback (Voice of Customer - VOC).

**What are we looking for?**

We want **strong collaborators who can deliver a world-class client experience**. We are looking for people who thrive in a **fast-paced environment, are client-focused, team oriented**, and are able to execute in a way that encourages **creativity **and **continuous improvement**.

**Requirements**:

- 3-5 years of experience in sales or a related field, preferably within the B2B technology sector.
- 3-5 years of experience in consistently surpassing sales targets and establishing robust client relationships.

**Core Competencies**:

- Strong understanding of customer support best practices and the evolving landscape of digital self-service.
- Excellent communication and presentation skills, with the ability to tailor messaging to diverse audiences.
- Passion for technology and a strong belief in the power of digital solutions.
- Data-driven approach with the ability to analyze client feedback and user data.
- Problem-solving skills and the ability to identify creative solutions to client challenges.
- Excellent time management and organizational skills, with the ability to juggle multiple priorities.
- A self-motivated and results-oriented team player with a hunger for success.

**Preferences**:

- Experience with training and development methodologies preferred.

**Pay Range**:
$32.96-$49.44/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer

**Why LPL?**:
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportiv

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