Insite Managed Solutions

Client Advisor

Insite Managed Solutions  •  Cape Coral, FL / Fort Lauderdale, FL / Fort Myers, FL / Miami, FL / Tampa, FL / Atlanta, GA / Dallas, TX (Onsite)  •  2 months ago
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Job Description

*Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

*This position is not open to candidates in: California, Massachusetts, New York, New Jersey, Oregon, Connecticut, Minnesota, Colorado

Curious? Join the Insite Journey !

F ull-Time, In Office, Candidates must currently reside locally in Cape Coral, Fort Myers, Atlanta, Dallas, Fort Lauderdale, Miami, Tampa, OR are willing to relocate to Cape Coral with a provided relocation package, 80% Travel

Why join Insite? Bonus opportunity for unlimited earnings with no ceiling, 401k, PTO, and benefits (health, vision, dental, short/long term disability, and more eligibility within 1 month of start date). We also offer rotating employee events and activities, Hawaiian Fridays, and employee celebrations!

Are you a good fit for our team? Insite’s purpose is to help people win. We seek individuals that enjoy working in a collaborative environment and celebrate continuous improvement. We also seek people that strongly resonate with our Core Tenets: Embrace the Journey, Stay Curious, Be Exceptional, and Succeed Together!

As a Client Advisor, you will partner with clients to enhance their customer experience strategies and contact center operations. Using your expertise in contact center operations and relationship management, you’ll identify opportunities for improvement and deliver meaningful results. You’ll analyze data to uncover trends, understand the customer journey, and address core issues with focused, practical solutions. In this role, you will manage and grow a portfolio of client accounts and projects by creating meaningful, long-lasting partnerships through peer-to-peer credibility, practical experience, and thoughtful guidance.

How you can be Exceptional in this ro le:

  • Build peer-to-peer relationships with senior client leaders and serve as a trusted advisor driving long-term partnership and retention
  • Own a portfolio of client accounts with performance measured by revenue targets, CSAT, retention, renewals, and expansion
  • Lead executive-level discovery and client discussions that uncover needs, shape direction, and influence decisions
  • Expand existing client partnerships by increasing value, scope, and impact delivered
  • Serve as the senior escalation point for client issues, including resolution, service recovery, and billing support
  • Stay actively involved in client work through hands-on contribution, delivery ownership, and billed project hours

How you will help us Succeed together:

  • 5+ years of experience in BPO, contact center, or client-facing consulting environments
  • Demonstrated success owning senior-level client relationships tied to retention and account growth
  • Executive presence with the ability to quickly build credibility and influence client stakeholders
  • Proven experience managing escalations and navigating sensitive client situations with professionalism
  • Strong analytical and business judgment skills with comfort using data to guide recommendations
  • Highly organized with the ability to manage multiple priorities and collaborate across teams

How you can Stand out:

  • Direct ownership of client accounts with responsibility for revenue targets, renewals, and expansion
  • Familiarity with Lean, Six Sigma, CX design frameworks, or change management methodologies


Equal Opportunity Employer M/F/D/V

Insite Managed Solutions

About Insite Managed Solutions

Founded in 2007, Insite is a best-in-class management consulting firm specializing in customer experience and contact center management, operational analytics and reporting, technology, quality monitoring, and customized team training.

Our passionate team of Human Operations® experts partners with your team to uncover revenue and cost savings opportunities, eliminate inefficiencies, and improve the end-to-end customer experience. Using a data-backed approach rooted in analytics, we deliver tailored, actionable recommendations—and support implementation to ensure lasting business impact.

Our approach is driven by our belief in the importance of strong partnerships and our passion for empowering clients with customized strategies and ongoing support. By prioritizing enablement over consultation, we help you become more efficient, productive, and proactive. We deliver a sustainable path to significant improvements and unprecedented performance, supporting your long-term development and goals.

Our professional services enable innovation and accelerated success, propelling our clients to the forefront of their industries. Services include:

Customer journey mapping, employee experience strategy, call center outsourcing, vendor selection and management, data analytics, corporate coaching and training, operational transformation, site benchmarking and consulting, AI and technology solutions.

Industry
Consulting & Advisory
Company Size
51-200 employees
Headquarters
Cape Coral, Florida
Year Founded
2007
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