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
- 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.
