Client Advisory Associate

PrimeRevenue, Inc. • Atlanta, GA

12h

About The Position

The Client Advisory Associate plays a consultative, advisory role for decision makers at PrimeRevenue customers and prospects, helping shape working capital and payments strategy. As part of the Commercial TEAM, the Associate proactively engages with Tier 1 and Tier 2 customers using CAS analytical methodology and data-driven storytelling.

The role leads financial and operational analysis for sales presentations, ROI analyses, client use cases, and execution efficacy across both new sales and ongoing client engagements. Success is measured by improved deal close rates through the Analysis stage, increased deal spend brought into scope, and accurate customer outcome and revenue estimates. The Associate also contributes thought leadership across the Commercial TEAM, scopes data requirements, and works with the Data TEAM and analytical tools to deliver actionable insights.

Requirements

• At least 6 years of working experience in financial services or fintech.
• Bachelor's degree focused on Mathematics, Finance, Economics, Business, or Accounting.
• Command of financial statement dynamics and ability to communicate desired customer outcomes internally and externally.
• Ability to understand and interpret Cash Conversion Cycle components: Inventory, Accounts Receivable, and Accounts Payable.
• Proficiency in the Microsoft Office suite.
• Willingness to work in an international, dynamic environment and an appetite to learn and evolve.
• Curiosity and comfort and confidence presenting to customers' C-suite and senior management.
• Smart, Hungry, Humble.

Nice To Haves

• Experience in client-facing consultative, sales engineering, or solution architecture roles.
• Knowledge of Excel Macros and SQL.
• Familiarity with Salesforce or another established CRM tool.
• Familiarity with Tableau and Tableau Prep, Sigma, or other data preparation and visualization tools.

Responsibilities

• Partner with the SAE to qualify and progress deals from MQL through Analysis stages, assessing prospect and customer Willingness and Ability using Spend and Receivables Analysis Questionnaires, MEDDICC methodology, and Detailed Spend Analyses.
• Own the accuracy of prospect and customer outcome and PrimeRevenue revenue estimates, comparing Proposal figures with Program Charter/Design figures.
• Use the CAS TEAM's semi-automated SCiMap analytical process to prepare and present tailored analyses and recommended courses of action grounded in desired business outcomes.
• Engage directly with customers' Economic Buyers and Champions, partnering with them and the SAE to measure desired customer outcomes over time.
• Lead systematic discovery into how existing customers derive value from solutions on PrimeRevenue's platforms.
• Conduct ad-hoc analyses to support Decision Support initiatives and strategic corporate development efforts.
• Monitor changes in the overall credit market and report potential effects on PrimeRevenue's business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level