Strategic Account Advisor

4 weeks ago


Charlotte, North Carolina, United States CBI Full time

Role Summary:

The CBI Account Manager plays a critical role in driving business success by acting as a trusted advisor to clients. They execute the discovery of client issues, objectives, and requirements, and then match them to specific design and offerings to address them, thereby driving CBI booking and revenue success.

They own engagements from the time of identification through closure and are the personification of CBI's value to our clients.

Key Responsibilities:

  • Curiosity to understand and be conversant in general business operations and issues across multiple industries.
  • Casting a vision with clients and coalition.
  • Uncovering and matching client requirements to tangible solutions and offerings to address them.
  • Planning complex projects scope, schedule, required resources, and dependencies.
  • Managing all pieces of the sale, closure, and delivery of an engagement through direct and indirect influence.
  • Active and visible in the coalition, community, and influencing organizations.
  • Driving success in meeting sales objectives and growth targets.

Solution & Offering Presentation/Selling:

Describing the technical details of our offerings, attaching them to client requirements, and comparing with competition.

Eloquently articulating and defending value.

Presenting and defending deliverables.

Comfort and capability in price and contract negotiation.

Experience and precision in tracking opportunities through the sales process.

Initially and continually qualifying opportunities.

Qualities of a High Performing Team Member:

  • Strong work ethic.
  • Accountability.
  • Approachable.
  • Committed.
  • Courageous.
  • Driven.
  • Dedication.
  • Integrity.
  • Learner.
  • Loyal.
  • Passionate.
  • Servant Leadership.
  • Team Player.
  • Trustworthy.

The above statements are intended to describe the general nature and level of work being performed by Associates assigned to this classification.

They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Associates are responsible for reviewing the CBI Sourcebook and other forms of communications such as policy and procedure updates for additional details and job requirements.



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