Strategic Client Growth Advisor

Strategic Client Growth Advisor (Remote) About The Role We are hiring a Strategic Client Growth Advisor to oversee and grow a portfolio of client engagements, working directly with optometry practice owners and doctors to help them make smart, strategic decisions that drive long-term business growth. This is not a traditional sales job . Theres no cold calling. No smile and dial culture. No chasing leads or arbitrary activity quotas. Instead, this is a consultative, relationship-driven role that leverages the skills many professionals develop in sales, entrepreneurship, or business advisory work — with a focus on strategy, retention, and long-term client value. You'll act as a trusted advisor to your clients, helping them understand what to do next , why it matters , and how it impacts their business. This role is ideal for someone who excels at: Fostering trust and maintaining long-term client relationships Communicating with confidence, clarity, and professionalism Demonstrating the value of products and services without pressure Thinking critically and strategically — like a business owner Adapting quickly, learning new concepts, and navigating change Solving problems and identifying opportunities for growth If your background is in sales, entrepreneurship, consulting, or client advisement , we encourage you to explore this opportunity — even if you have little to no formal marketing experience. Key Responsibilities Client Portfolio Ownership You will manage a portfolio of established client engagements, serving as trusted Strategic Advisor for each practice. This means you are responsible for: Serving as the primary point of contact for your clients Building and maintaining strong relationships that drive high retention and client satisfaction Developing a deep understanding of each clients business model, challenges, and growth objectives Leading high value, agenda-driven meetings to assess client needs and make strategic recommendations Helping clients clearly understand the value, ROI, and business impact of our work Proactively identifying risks to client satisfaction, retention, or performance and addressing them early and decisively You are a fiduciary to your clients. Your success depends on earning trust, demonstrating value, and delivering results over time. Performance in this role is measured by client health, retention, growth, and long-term value — not daily sales activity metrics or pressure-based quotas. Strategic Growth Advisement At the core of this role is helping clients grow intentionally — not reactively. Your responsibilities include: Identifying growth opportunities and expanding client engagement through solutions aligned with their goals and priorities Analyzing marketing and business performance to uncover trends, gaps, and opportunities Translating performance insights into clear, actionable recommendations Using tools such as Google Analytics, CallRail, CRM platforms, business performance platforms, and other reporting systems to assess results Positioning our marketing and SaaS solutions as strategic, value-driven investments Applying strong judgment to prioritize recommendations based on impact, timing, and client readiness Most critically, you turn data and performance signals into decisive guidance — helping clients understand what matters most and what actions will drive meaningful growth. Cross-Functional Collaboration You don't work alone — but you do lead. You will: Partner closely with your dedicated Project Manager and a cross-functional team of marketing specialists, SaaS experts, and product managers Translate client needs and strategic direction into clear internal plans and priorities Maintain strong internal communication to protect client trust and outcomes You own the start and end points of the clients strategy and work lifecycle: You understand the clients needs and define the strategy You align internal teams around that strategy Your team executes; you review for quality and alignment You deliver results in a way that clearly demonstrates value You analyze performance, extract insights, and refine the next strategy Importantly, you then report outcomes back to clients — clearly articulating impact, ROI, and the strategic value of the partnership. What We Are Looking For Were looking for a confident, entrepreneurial-minded professional who can balance strategy, relationships, and revenue ownership. You likely: Have 5+ years of experience in sales (relationship-focused), entrepreneurship, consulting, strategic advisement, or B2B client management Are an exceptional communicator who naturally builds trust — verbally and in writing Are comfortable overseeing and organically growing a portfolio of revenue Can confidently lead value-driven conversations with executives, doctors, and practice owners Stay calm, professional, and composed in high-stakes conversations Are a creative problem-solver who uses data to inform decisions Are highly organized and able to manage multiple priorities in a fast-paced environment Are coachable, always curious, and continuously learning Thrive in a high-autonomy environment and take ownership of outcomes Digital marketing experience is certainly a plus — but its not a requirement. We can teach platforms and tactics. Its much more challenging to teach judgment, curiosity, critical thinking, and how to build trust in relationships. Work Requirements 100% remote (work from home) Monday–Friday, 8:00 AM – 4:00 PM Eastern Time Must have: Personal computer Quiet, professional workspace Reliable high-speed internet How to Apply If you have an entrepreneurial mindset and thrive in consultative, relationship-driven roles — and enjoy helping small businesses grow through smart, strategic decisions — wed love to hear from you. Note: If you do not hear from us within two weeks of submitting your application, please consider your application unsuccessful at this time.