Client Solutions Advisor

4 weeks ago

Charlotte, North Carolina, United States Solve IMG Full time
Job Overview

Solve Industrial Motion Group is a leading global provider of bearings and power transmission components. Our extensive brand portfolio encompasses P.T. International, IPTCI Bearings, LMS Bearings, TRITAN Precision Power Transmission Components, SST, MasterDrive, and SPB, offering over 100,000 products across multiple locations nationwide. Our unwavering commitment to quality materials, manufacturing excellence, and comprehensive support services has established us as a trusted partner in high-performance industries worldwide.


POSITION SUMMARY: Reporting directly to the Director of Sales Operations, the Customer Solutions Specialist plays a crucial role in assisting our clients by delivering insightful and informed solutions to address their inquiries and resolve product-related challenges. The CSS will engage with customers to thoroughly understand their business needs and provide tailored product recommendations that align with their requirements. Collaborating closely with Regional Sales Managers, the CSS will act as the internal support to ensure a smooth sales process for our clients.


KEY RESPONSIBILITIES:

  • Deliver exceptional service by actively listening to customer needs and effectively communicating the most suitable solutions via phone or email.
  • Process customer purchase orders by entering and creating corresponding sales orders, while advising on future product forecasting.
  • Generate precise price quotes for customers, including estimates for shipping costs and anticipated delivery timelines.
  • Maintain up-to-date product knowledge to provide accurate advice on the best product options available.
  • Promptly address customer inquiries regarding adjustments, returns, credits, or shipment tracking.
  • Work closely with the Regional Sales Manager to gather essential customer information, positioning yourself as a qualified resource for sales support.
  • Collaborate with internal departments to collectively identify optimal solutions for our customers.
  • Establish and nurture customer relationships through a consultative approach, utilizing your technical product knowledge to guide them in their product selection.
  • Set up and maintain client accounts in our internal CRM, ensuring all necessary client information is current and accurate.

QUALIFICATIONS:

  • High School Diploma or equivalent.
  • Minimum of 2 years of experience in customer service.
  • Intermediate proficiency in Microsoft Office Suite.

PREFERRED QUALIFICATIONS:

  • At least 1 year of technical training or relevant industry experience.
  • Experience in industrial sales.
  • Prior customer service experience in the power transmission or bearings sector.

OUR EMPLOYEE VALUE PROPOSITION:

  • Competitive benefits package, including company-sponsored health coverage, life insurance, a 401(k) plan with company match, paid parental leave, and paid time off.
  • Collaborative work environment with passionate and innovative colleagues.

Solve is an Equal Opportunity Employer and prohibits discrimination or harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state, and local laws.

  • Client Solutions Advisor at Stratascale

    4 weeks ago

    Charlotte, North Carolina, United States SHI International Full time

    Position Overview:The Client Solutions Advisor will concentrate on fostering new business relationships with current clients while also pursuing new clientele from a targeted list of Fortune 1000 companies. This role is pivotal in engaging with C-level executives in technology sectors, particularly focusing on digital transformation and cybersecurity...

  • Client Solutions Associate

    1 week ago

    Charlotte, North Carolina, United States FactSet Full time

    {"Job SummaryFactSet is seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for building deep client relationships, promoting product usage and adoption, and ensuring smooth user onboarding.Key ResponsibilitiesPartner with clients to understand their business and...

  • Financial Solutions Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Bank of America Merrill. As a Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key ResponsibilitiesDevelop and maintain...

  • Senior Client Advisor

    3 days ago

    Charlotte, North Carolina, United States Marsh McLennan Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Advisor to join our Group Personal Excess (GPEL) Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will work closely with individuals and families to ensure they are protected from financial loss.Key ResponsibilitiesMaintain and grow personal...

  • Stratascale Enterprise Solutions Advisor

    2 weeks ago

    Charlotte, North Carolina, United States StrataScale Full time

    About StratascaleStratascale is a leading digital and cybersecurity services company that helps Fortune 1000 businesses transform their technology use to advance their business, generate revenue, and respond quickly to market demands. We call it Digital Agility.Job SummaryThe Enterprise Solutions Advisor will focus on developing new business with existing...

  • Senior Insurance Client Advisor

    1 week ago

    Charlotte, North Carolina, United States Allspring Global Investments Full time

    About the RoleWe are seeking a highly skilled Senior Insurance Client Advisor to join our team at Allspring Global Investments. As a key member of our insurance channel development team, you will be responsible for proactively developing and managing our relationships with insurance companies in the Western region.Key ResponsibilitiesDevelop and execute a...

  • Senior Insurance Client Advisor

    2 weeks ago

    Charlotte, North Carolina, United States Allspring Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Insurance Client Advisor - West to join our team at Allspring Global Investments. As a key member of our insurance channel development and management team, you will be responsible for proactively developing and managing our insurance channel in the Western region, with a focus on new...

  • Client Relations Specialist

    3 weeks ago

    Charlotte, North Carolina, United States Guided Insurance Solutions Full time

    Company Overview:Guided Insurance Solutions is a part of the Baldwin Group, dedicated to providing exceptional insurance brokerage services. We pride ourselves on our human touch, ensuring that our clients receive personalized support and guidance in navigating their insurance needs.Position Summary:The Client Relations Analyst plays a crucial role in...

  • Insurance Client Analyst

    4 weeks ago

    Charlotte, North Carolina, United States Guided Insurance Solutions Full time

    Company Overview:Guided Insurance Solutions, a part of the Baldwin Group, is not your typical insurance broker. We pride ourselves on being a team of dedicated professionals committed to educating and assisting clients in making informed insurance choices. Our mission is to empower individuals to navigate life's uncertainties with confidence, knowing they...

  • Sales and Client Advisor with Keys

    1 week ago

    Charlotte, North Carolina, United States Balenciaga Full time

    {"Job Title": "Sales and Client Advisor with Keys", "Job Description": "Key ResponsibilitiesAs a Sales and Client Advisor with Keys, you will be responsible for ensuring the smooth operation of the store, providing exceptional customer service, and driving sales growth. Your key responsibilities will include:Managing the store's opening and closing...

  • Client Advisor Group Benefits Specialist

    2 weeks ago

    Charlotte, North Carolina, United States The Hartford Full time

    About The HartfordThe Hartford is a leading insurance company that provides a wide range of products and services to individuals and businesses. Our Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services.Job SummaryWe are seeking a highly skilled and experienced Client Advisor...

  • Financial Solutions Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Truist Full time

    Job Overview:The Treasury Solutions Consultant plays a pivotal role in fostering robust partnerships with internal stakeholders to enhance client sales initiatives. This position is essential in managing a diverse portfolio of clients with specific Treasury Services requirements.Key Responsibilities:Establishes and nurtures strong collaborations with...

  • Cybersecurity Solutions Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: To be the preferred cybersecurity partner, safeguarding our digital existence. We envision a world where each day is safer and more secure than the last. Achieving these goals is challenging, but we are committed to striving for improvement.We are a company founded on the principles of innovation...

  • Cybersecurity Solutions Advisor

    4 weeks ago

    Charlotte, North Carolina, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the cybersecurity partner of choice, safeguarding our digital existence. We envision a world where each day is safer and more secure than the last. Achieving these ambitious goals requires dedication and innovation, and we are committed to challenging the status quo in cybersecurity.Work...

  • Tax Advisor

    3 days ago

    Charlotte, North Carolina, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-round.Build and maintain strong relationships with...

  • Insurance Solutions Specialist

    2 weeks ago

    Charlotte, North Carolina, United States Baldwin Risk Partners Full time

    About the RoleWe are Baldwin Risk Partners, a leading insurance brokerage firm. Our team is dedicated to providing exceptional service and expertise to our clients. We're passionate about helping individuals and businesses navigate the complex world of insurance and achieve their goals.Job SummaryWe are seeking a highly motivated and detail-oriented Client...

  • Cybersecurity Solutions Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the cybersecurity partner of choice, safeguarding our digital existence. We envision a world where each day is more secure than the last. Achieving this vision is challenging, but we are committed to pursuing excellence.About UsWe are driven by a desire to innovate and transform the...

  • Cybersecurity Solutions Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Palo Alto Networks Full time

    Company OverviewPalo Alto Networks is dedicated to our mission of being the cybersecurity partner of choice, safeguarding our digital existence. We envision a world where each day is more secure than the last. Achieving these ambitious goals requires innovation and a commitment to challenging the status quo.About the RoleThe role of the Solutions Consultant...

  • Cybersecurity Solutions Advisor

    4 weeks ago

    Charlotte, North Carolina, United States Palo Alto Networks Full time

    Company OverviewPalo Alto Networks is dedicated to being the cybersecurity partner of choice, committed to safeguarding our digital existence. Our vision is to create a world where each day is safer and more secure than the last. We embrace challenges and strive for innovation in the cybersecurity landscape.Position OverviewThe role of the Solutions...

  • Cybersecurity Solutions Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the cybersecurity partner of choice, safeguarding our digital lives. We envision a world where each day is more secure than the last. Achieving this vision is challenging, but we embrace the challenge to create a better future.Our ApproachPalo Alto Networks is transforming the workplace...