Advisor

• Conduct discovery meetings with prospective customers to identify operational challenges and expense reduction opportunities
• Lead customer presentations, including cost-saving analyses and strategic recommendations
• Guide prospects through the sales process from initial engagement through contract execution
• Develop customized solutions based on customer goals and organizational needs
• Manage an active sales pipeline and accurately forecast opportunities
• Serve as the primary point of contact for assigned customer accounts
• Build relationships with executive leadership, purchasing professionals, finance teams, and operational stakeholders
• Conduct regular business reviews to demonstrate realized savings and identify additional opportunities
• Identify cross-selling and upselling opportunities across Prime Source’s expense management solutions
• Maintain customer satisfaction and retention
• Represent Prime Source at trade shows, conferences, and networking events
• Travel to customer locations for meetings, presentations, and business reviews
• Stay informed on healthcare purchasing trends, vendor programs, and industry best practices
• Collaborate with Expense Associates and Sales Support
• Communicate customer priorities and timelines to internal teams
• Maintain documentation and pipeline activity in Salesforce

Expense Advisor helping healthcare organizations reduce costs through consultative GPO sales

Expense Advisor

Expense Advisor guiding healthcare organizations through consultative cost-saving sales. Building executive relationships, presenting financial analyses, and expanding Prime Source’s expense-management solutions.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Be an expert in all Zillow Rentals Network products and services
• Perform a high volume of calls (approximately 40 per day) to increase participation from multifamily rental management companies
• Utilize Salesforce, Salesloft, and internal and third party reporting to prospect and strategize, log activity, and manage your calendar and opportunities.
• Clearly communicate performance expectations to clients internally and externally.
• Consistently meet and exceed success metrics, including revenue and retention, as well as activity based KPIS
• Excel in high-level conversations and presentations with decision-makers via Zoom and phone calls with a focus on building positive relationships to drive business results, as well as be proactive and reactive in servicing account needs
• Serve as a brand ambassador for Zillow Group, representing the best interests of the company, its advertisers, and industry partners
• Represent the voice of the customer to influence product, marketing, and sales process and improvement
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction to drive insight-led, value-based conversations

Business Advisor focusing on client growth and retention in real estate sales

Business Advisor, SMB, Rentals

Business Advisor in Zillow Rentals driving growth and retention for existing client portfolios through consultations and strategic insights. Collaborating with clients to achieve sales goals and enhance partnerships.

• Support national account strategies for multi-region rental partners by executing day-to-day account management activities
• Maintain data accuracy and coordinate with cross-functional teams to deliver a consistent, high-quality partner experience
• Drive renewals, adoption, and performance insights across distributed portfolios
• Serve as a brand ambassador for Zillow Group, representing the interests of the company, advertisers, and industry partners
• Mentor and educate partners on Zillow’s products and services to achieve shared goals
• Conduct regular business reviews with partners to assess goals, analyze results, and provide recommendations
• Analyze data and communicate insights to identify strengths and opportunities for partners
• Demonstrate expertise in local real estate trends, compliance, and market activity
• Utilize Zillow’s tech stack, including Salesforce and analytics tools, to manage business and client relationships
• Represent the voice of the customer to influence product, marketing, and sales process improvements
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction

National Business Advisor managing multi-region rental partner account strategies

National Business Advisor, Rentals

National Business Advisor managing multi-region rental partner accounts at Zillow. Supporting national account strategies through data management and education on Zillow’s products.

• Design and deliver AI-enabled, modular, and self-directed learning and skill-based development experiences aligned to Verisk’s talent and business priorities.
• Ensure learning experiences are connected to Verisk’s Skills Framework, career pathways, and development philosophy.
• Translate evolving skills, AI, and learning concepts into scalable and repeatable experiences that support behavior change and adoption.
• Research, analyze, and consult on skills and learning data to inform enterprise career pathways and talent recommendations using Oracle HCM and related tools.
• Apply systems thinking to connect skills data, learning experiences, and talent outcomes across the employee lifecycle.
• Partner with Talent Development and HR leadership to evolve Verisk’s approach to skills-based development using internal insights and external best practices.
• Lead change management for AI-related learning initiatives, enabling leaders, HR, and employees to adopt new tools, mindsets, and behaviors.
• Develop practical tools, playbooks, and guidance that enable Talent Advisors and HR Business Partners to support skill growth, career development, and talent actions.

Senior Advisor shaping learning experiences and change management at Verisk

Senior Advisor, Learner Experience, Change

Senior Advisor shaping learning experiences and change management initiatives for Verisk, enhancing skills and development strategies across the organization.

• Operate with a high degree of organization and accountability to meet deadlines, complete projects, and implement solutions with limited supervision
• Work cross-functionally to manage complex scenarios and drive alignment across pharmacy sites, partners, and stakeholders
• Identify and implement solutions that reduce returns, damages, and cost pressures while improving the member experience
• Design and execute pilots for alternative delivery methods to mitigate carrier-driven cost increases and improve service levels
• Own and continuously improve the end-to-end member experience related to medication delivery, including communication and issue resolution
• Serve as a trusted partner to leadership—demonstrating reliability, sound judgment, and the ability to navigate escalations and make high-impact decisions
• Build and maintain strong relationships with pharmacy leadership, carriers, and vendor partners to drive performance and influence outcomes
• Proactively educate carriers and partners on business objectives, operating models, and expectations to drive alignment and improve execution
• Lead and contribute to presentations for leadership, partners, and external stakeholders, clearly communicating strategies, insights, and outcomes
• Leverage data and analytical tools (e.g., Tableau, SQL, Teradata, Excel) to develop insights, reporting, and solutions that drive action
• Anticipate business needs by identifying gaps, trends, and opportunities, and translating them into actionable recommendations and business cases
• Retrieve, analyze, and synthesize data from multiple sources to support decision-making and communicate insights to leadership

Senior Advisor responsible for logistics strategy and optimization at Evernorth

Senior Advisor, Logistics Strategy – Optimization

Senior Advisor driving logistics strategy and optimization at Evernorth. Managing improvement initiatives and enhancing overall cost and performance in fulfillment and postage network.

• Manage, optimize, and evaluate bp’s existing real estate portfolio
• Execute market and asset plans, including trade area analysis and lease negotiations
• Coordinate property-related matters and support lifecycle decisions
• Selectively support acquisition and divestment opportunities
• Deliver executive-level presentations for portfolio decisions
• Maintain strong alignment with internal stakeholders across various functions

Real Estate Advisor managing bp’s real estate portfolio across brands and markets

Real Estate Advisor

Real Estate Advisor managing bp’s real estate portfolio, focusing on optimization and performance. Responsible for market and asset plans including lease negotiations and stakeholder collaboration.

• Executive Engagement and Workshops: Design and facilitate structured executive SICs, workshops and strategic advisory sessions for key FINS accounts; bring industry understanding, structured problem solving, and actionable pathways forward that deliver clear, actionable, and results-driven roadmaps for our clients and high-impact growth opportunities (ACV and NNAOV) for Salesforce.
• Strategic Account Support: Serve as a Financial Services industry subject matter expert on high-priority accounts; provide thought leadership insights to expand the value the Salesforce platform, consultatively tailor PoVs to what matter most to each client and contribute meaningfully to the account planning process in partnership with sales and solutions teams.
• Customer Storytelling: Craft bespoke, industry-specific perspectives that connect Salesforce capabilities to tangible business outcomes, accelerating our clients' evolution into autonomous, agentic enterprises.
• Executive Relationships: Win trust of executives for short-term sales wins and long-term partnerships; extend personal and professional relationships that open doors and build continuity across key accounts.
• A core pillar of this role is the design and stewardship of the frameworks, programs, and assets that make the FINS Industry Advisor team more effective at scale. This means thinking beyond individual engagements to build the infrastructure that enables the broader team: Developing shared methodologies that bring consistency across sub-verticals; Building field-ready tools and enablement assets that arm sellers with the context they need to engage confidently; Leading cross-functional programs that orchestrate resources around the highest-priority opportunities.
• The individual in this role operates as a force multiplier: translating industry knowledge into structured, reusable resources that raise the quality and efficiency of the entire IA organization.
• Primary IA Point of Contact for Specialist Sales: Serve as the dedicated liaison between the FINS IA team and the specialist sales organization building a strong operating rhythm with specialist leadership to align on market priorities, solution heatmaps, and co-selling opportunities.
• Specialist Enablement: Develop and deliver industry trend and solution overview content tailored specifically for specialist sellers, grounding them in the GTM motion, prioritized solutions based on what customers are buying, and industry buying patterns that drive their success.
• Opportunity: Synthesize market intelligence and solution analysis into specialist opportunity heatmaps that identify where industry knowledge and specialist expertise can intersect to drive pipeline and growth.
• Solution Playbooks: Co-create solution playbooks with specialist teams, anchoring content in industry use cases, customer stories, competitive context, and clear calls to action for sellers.

Industry Advisor role at Salesforce focusing on client engagement and strategic frameworks.

Industry Advisor

Industry Advisor role at Salesforce focusing on client engagement, delivering strategic insights, and enhancing FINS frameworks. Driving collaboration between clients and the specialist sales team.

• Drive meaningful customer value and sustained YOY sales growth selling Dun & Bradstreet’s Analytic solutions to customers and prospects
• Drive new analytic business through demand creation, opportunity qualification, solution identification and value enablement.
• Actively identify, prospect and develop new business opportunities within a relatively small number of existing and new accounts (heavy up-sell / cross-sell responsibilities)
• Conduct business based conversations to identify stakeholders, business processes, KPI’s and critical success factors around an opportunity
• Establish strong relationships with C-level and senior executives of clients and prospects across all functional areas of the business with the objective of driving greater value and business impact of our analytic solutions
• Achieve aggressive sales targets within the fast-growing analytics marketplace
• Leverage use cases, best practices, and application knowledge to develop thorough ROI analyses for clients.
• Participate in Account Planning, Business Reviews & Quarterly Solution Reviews as required
• Serve as a customer advocate to influence innovation roadmap and customer support initiatives for High Tech. industry vertical
• Evangelize Dun & Bradstreet’s analytic solutions to customers, internal partners, and the marketplace
• Participate in industry and company-sponsored events and panels to further demonstrate thought leadership of D&B within this space

Analytics Sales Specialist driving sales growth for Dun & Bradstreet’s Analytic solutions

Analytics Advisor III

Analytics Sales Specialist leveraging analytics to drive revenue and maximize customer success. Collaborating with sales teams and clients to deliver compelling business cases for analytic solutions.

• Own the full-cycle recruitment of top-tier engineering talent across the NAMER and LATAM regions.
• Act as a strategic partner to engineering leadership and leverage market data to build robust pipelines.
• Deliver a white-glove candidate experience and relentlessly raise the technical bar with every hire.
• Guide hiring teams on interview best practices and build structured interview plans.
• Build and maintain trusted, collaborative relationships with engineering and product hiring managers.

Technical Talent Advisor managing engineering recruitment for Twilio across NAMER and LATAM regions

Technical Talent Advisor

Technical Talent Advisor managing end-to-end recruitment for Twilio's engineering roles across NAMER and LATAM. Engaging with engineering leadership and utilizing market data to enhance the hiring process.

• The Energy Efficiency Advisor is responsible for outreach and education activities to promote the energy efficiency program directed at end customers, contractors, manufacturers, distributors, engineers, architects, and others who provide energy efficiency equipment or services.
• Learn and utilize CRM database for project and lead management.
• Cultivate, track and manage program leads diligently.
• Oversee projects submitted by customers/trade allies.
• Work with an assigned Project Coordinator to help gather required information/documentation to approve/close out a project.
• Validate and review project workbooks to ensure technical information is entered appropriately in addition to making adjustments based on scope changes or inspections.
• Place outbound calls to new and existing customers to meet assigned energy saving targets.
• Develop and deliver program presentations.
• Work with building owners, property managers and/or facility engineers to provide energy efficiency advice and assistance in participating in energy efficiency programs.
• Develop a comprehensive understanding of the program’s strategic direction regarding energy efficiency and the business activities of its customers.
• Discuss technical elements of energy-consuming equipment—i.e., lighting, HVAC, hot water systems.
• Enter data into spreadsheets and databases to determine energy savings and to manage current projects which may also include collaborating with Energy Engineers as required.
• When required, provide written summary reports directly to the customer, and summary reports to the client/Program Manager.

Energy Efficiency Advisor managing outreach and education activities

Energy Efficiency Advisor

Energy Efficiency Advisor managing outreach and education activities to promote energy efficiency programs. Engaging with clients and stakeholders in New Jersey about energy efficiency solutions.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

• Increase revenue by developing new relationships for our Practice
• Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development
• Learn organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products
• Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles
• Actively engage with advisors to understand their needs and provide tailored solutions
• Analyze feedback to improve service and client satisfaction
• Generate a steady flow of quality cases into the presale pipeline
• Identify and pursue new business opportunities in target markets
• Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing
• Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed
• Prepare regular reports on sales activities, market trends, and business development efforts
• Maintain accurate and up-to-date records of client interactions and sales processes
• Stay updated with the latest products, services, and industry trends
• Educate producers and clients on the benefits and features of the company's offerings
• Assist in the development of marketing materials and sales tools
• Work closely with internal teams to ensure cohesive business strategies
• Encourage a culture of innovation by suggesting new ideas and improvements for products and processes
• Develop and implement strategies for market penetration and client acquisition
• Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects
• Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding
• Coordinate with the Case Management team to deliver services that meet or exceed client expectations

Client Advisor for Acrisure driving growth and client satisfaction

Client Advisor

Client Advisor for Acrisure focusing on developing client relationships. Engage with advisors and drive business development to maintain client satisfaction.

Advisor jobs in New Jersey

See all jobs on JobTailor