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Senior Client Advisor Jobs in Easley, SC (NOW HIRING)

The Junior Financial Advisor will work closely with senior advisors, support client planning activities, participate in client meetings, and help develop financial plans and investment ...

... client an informed perspective on tradeoffs * Support contract and commercial negotiations alongside senior advisors Practice and Credibility Building: * Represent the Cyber Practice at industry ...

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Resourcive: Cyber Advisor

Greenville, SC · On-site

$110K - $130K/yr

... client an informed perspective on tradeoffs * Support contract and commercial negotiations alongside senior advisors Practice and Credibility Building: * Represent the Cyber Practice at industry ...

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Senior Client Advisor information

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are popular job titles related to Senior Client Advisor jobs in Easley, SC?

For Senior Client Advisor jobs in Easley, SC, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Easley, SC look for?

The top searched job categories for Senior Client Advisor jobs in Easley, SC are:

What cities near Easley, SC are hiring for Senior Client Advisor jobs?

Cities near Easley, SC with the most Senior Client Advisor job openings:

Infographic showing various Senior Client Advisor job openings in Easley, SC as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution.

Resourcive: Sr. Technology Sourcing Advisor

ScanSource

Greenville, SC • On-site

$100 - $170/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


ScanSource rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

92nd of 429 rated retail wholesalers


Job description

Resourcive: Sr. Technology Sourcing Advisor

Job Category : Resourcive

Requisition Number : RESOU004799

  • Posted : September 2, 2026
  • Full-Time
Locations

Showing 1 location

Resourcive is an independent firm of telecom and IT experts and consultants, and part of the ScanSource family of companies. Our strategic, vendor-agnostic approach helps businesses reduce the expense and complexity of their telecom and IT infrastructure. From audit to implementation, we help companies find the right telecom/technology solutions for their business needs, at the right price, from the right vendor(s). We work primarily with private-equity-owned, high-growth companies in the mid-market and enterprise space.

Job Overview:

The Senior Technology Sourcing Advisor (STSA) owns assigned client relationships end to end, from initial scoping and kickoff through governance, delivery, and scope expansion. You will lead a team of consultants and an implementation manager, coordinate the technology practice leads engaged on your accounts, and act as the primary point of contact for client executives and their private equity owners. Beyond managing delivery, the STSA is expected to actively listen for and develop new workstreams that create value for the client and revenue for Resourcive, while holding the full extended team accountable to the process and timeline. Because a slipping schedule directly risks the client relationship, urgency and milestone discipline are central to the role.

Key Responsibilities:

  • Client Advisory: Serve as Sr. Advisor in client facing role, advising technology leadership on sourcing, deployment and value engineering of technology products and services. Help our clients to get maximum value out of the IT services they consume.
  • Client Ownership & Engagement Management: Own the end-to-end relationship for assigned clients. Define scope and strategy clearly so clients understand what is being delivered, distinguish in-scope work from billable professional services, and staff each project with the right consultants and practice leads.
  • Presales & Client Kickoff: Join presales calls with the business development team to vet prospective clients and identify monetization opportunities. Run kickoff calls that introduce the Resourcive process and team, establish the appropriate engagement model, and set the initial meeting cadence.
  • Governance: Run governance calls on a weekly, monthly, or quarterly cadence with senior client sponsors, reporting milestone progress, impact, timing, and strategy to both the client and their private equity owners.
  • Opportunity Identification & Scope Expansion: Identify and develop opportunities to grow engagements beyond the initial initiative. This depends on active, sometimes uncomfortable, listening rather than selling, probing the client roadmap, PE sale cycle, vendor relationships, and capability gaps Resourcive can fill.
  • Team Leadership: Manage a team of consultants and an implementation manager. Run daily standups where team members arrive with completed deliverables for review, set weekly expectations for agendas and next steps, hold weekly 1:1 deal rundowns across each person’s book of work, review deliverable quality, and handle standard supervisory duties such as reviews and time-off.
  • Cross-Practice Coordination: Work with technology practice leads and subject-matter engineers to determine when and how they engage on client initiatives, often across several concurrent projects for a single client.
  • Resource & Milestone Management: Track what is due, by whom, and when, across both direct reports and practice leads who do not report to you, holding the extended team accountable to the timeline.
  • Statement of Work (SOW) Management: Build, scope, negotiate, and close SOWs for professional services fees, managing each like any other project through to signature.
  • Deal Registration & Escalation: Resolve deal registration and compensation conflicts within the channel model, and serve as the escalation point for team and channel challenges.
  • Technical & Financial Analysis: Review large volumes of spend and technology data, with team support, to build assessments, identify trends and interdependencies, and organize findings into clear, recommended strategies for the client.
  • Stakeholder Communication: Lead meetings with C-level, technical, finance, and PE stakeholders, translating the same initiative appropriately for each audience and presenting polished materials, largely on camera in a remote environment.
  • Practice & Channel Development: Contribute to working on the business by identifying new technology focus areas, addressing process bottlenecks, maintaining channel-manager relationships, and finding ways to expand wallet share through the ScanSource relationship.
  • Process Improvement: Work with VP of Engagement Team to improve process, training, documentation, and required deliverables or templates.
  • Performance Reporting: Maintain accurate CRM and reporting to manage performance, drive adoption, and ensure data accuracy.

Specific Duties:

  • Promote and support the Resourcive culture and professional environment.
  • Mentor and support the professional development of consultants.
  • Deliver outcomes that create business value through clients’ sourcing and implementation of technology solutions, evidenced by positive feedback and client referrals.
  • Manage the team to meet or exceed quarterly and annual revenue production targets.
  • Work closely with internal teams, practice leads, and vendors to support client needs and deliver optimal solutions.
  • Travel up to 10% for client meetings and industry events.

Preferred Experience (at least one of the below):

  • Minimum of 10 years of sales or consulting experience
  • Minimum of 5 years of experience in telecommunications, cloud, or IT consulting
  • Proven track record in managing C-level client relationships and leading a team
  • Experience identifying and developing new revenue streams within client engagements
  • Strong background in enterprise technology procurement and implementation

Demonstrated Expertise:

  • Exceptional written and verbal communication, including the ability to distill months of progress into a clear, concise summary of status, impact, timing, and strategy
  • Strong Microsoft Excel skills for hands-on data and spend analysis, and strong PowerPoint skills for client-ready decks
  • Ability to manage, coach, and hold people accountable, including practice leads and SMEs who are not direct reports
  • Comfort operating at both altitudes: holistic client strategy and detailed, hands-on analysis
  • Excellent time management and fluid context-switching across a dense, back-to-back calendar
  • Active listening, curiosity, and the confidence to ask probing questions and think on your feet
  • A genuine advisory presence that builds trust quickly, as a partner rather than a vendor
  • A bias toward fast iteration, producing an initial product quickly and refining it rather than over-deliberating
  • Ability to perform under pressure and meet tight deadlines
  • Broad technical fluency across voice, networking, infrastructure, cybersecurity, contact center, and a basic understanding of enterprise software (Microsoft, Oracle, SAP), with enough depth in a few areas to hold a credible conversation with technical or C-suite stakeholders
  • Understanding of the telecom/technology channel model, deal registration, and SOW development
  • Experience in financial modeling, cost impact analysis, and procurement
  • Special Operations veteran background

Hours: Monday to Friday 8:30 to 5:30* depending on travel

Compensation:

Base Range : $100,000 - $130,000 and total compensation range $140,000 - $170,000

Actual annual salary offered to a candidate will be based on a number of variables including work experience, education and skills/ achievements, and will be mutually agreed upon at the time of offer.

For non-sales roles and sales roles with a variable component, total compensation reflects both a base salary and variable targets .

While we’re committed to providing top-tier solutions, we’re just as committed to supporting our own team. Our employees enjoy a variety of comprehensive benefits, including medical/dental/vision coverage, life insurance, and a 401(k) plan with matching provision. Outside of CA, ScanSource grants 128 hours of paid time off (PTO) each calendar year (prorated for date of hire). In the state of CA, employees accrue a set number of hours each pay period equaling the same 128 hours of PTO. ScanSource also celebrates 10 paid company holidays.

ScanSource, Inc. is an Equal Opportunity Employer

EOE/M/F

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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About ScanSource

Sourced by ZipRecruiter

ScanSource is a leading hybrid distributor connecting devices to the cloud and accelerating growth for partners across hardware, software, connectivity, and cloud.

Industry

It services

Company size

1,001 - 5,000 Employees

Headquarters location

Greenville, SC, US

Year founded

1992

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