Client Advisor
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Surety Systems
US
Summary
The Client Advisor will prospect for new business, manage existing client relationships, and drive gross profit growth within a defined territory. They will collaborate with internal teams to develop and present ERP consulting solutions and proposals to enterprise clients.
Job Description
About Surety Systems
Surety Systems is a premier ERP/IT services consulting, and staffing firm headquartered in Cary, NC, with approximately $30M in annual revenue. We specialize in Workday, SAP, Oracle, and related enterprise platforms, delivering high-impact implementations, optimizations, and staff augmentation to mid-market and enterprise clients across multiple industries. Our team is built on deep expertise, trusted client relationships, and a culture of long-term partnership.
Position Summary
The Client Advisor (Sales Executive) is an experienced sales executive that collaborates with our clients to get the highest business value for enterprise applications and analytics. The client advisor will have both a defined territory and specific ERP platforms. Using provided leads, the client advisor will prospect for new logo opportunities and network to both expand and cross-sell at existing clients. The client advisor will work collaboratively with our internal marketing, recruiting and business development teams to build solutions to help clients address their business needs.
Key Responsibilities
- Build a strong strategic plan to drive rapid gross profit growth for the defined territory.
- Network within the eco systems and prospect to new potential clients for Surety using cutting-edge AI and modern tools to prioritize and optimize effectiveness.
- Manage existing clients to ensure customer satisfaction and uncover opportunities to expand into new functional areas and new ERP platforms.
- Qualify new leads in your defined territory and lead the sales pursuit process to closure.
- Quarterback client requirements’ analysis and solution development for professional services and consultants.
- Create solution proposals and RFPs, lead the statement of work creation process
- Manage all named clients in the defined territory including fostering executive level relationships, monitoring customer satisfaction and delivery oversight.
- Attend vendor conferences and users groups to help with company prospecting.
- Track all prospecting and cross-selling activities and manage all sales opportunities.
- Travel to client sites to foster and strengthen executive level relationships.
What We're Looking For
- 5+ years of experience of selling ERP consulting services to line of business executives in Finance, HR, SCM and IT. Experience with Oracle or SAP or Workday is a benefit.
- Experience with Microsoft Office and CRM tools (Salesforce). Experience with outbound platforms such as SalesLoft/LinkedIn Sales Navigator along with AI.
- Bachelor’s degree preferred but not required.
- Exceptional verbal/written communication and a self-motivated, goal-oriented mindset.
- Ability to collaborate and work within a team internally across all departments.
- Prefer candidates located near a major airport
Compensation & Benefits
Surety Systems offers a competitive compensation package commensurate with experience, including:
- Above market Base salary + performance-based incentive compensation
- Positive, cohesive culture that would rival the best
- Comprehensive health, dental, and vision benefits
- Flexible work arrangements and generous PTO policy
- Company paid quarterly outings, sports events, and annual conference
- Professional development support and access to industry events
Surety Systems is a senior-level enterprise application consulting firm with 20+ years of experience helping organizations get more out of the technology that runs their business.
We specialize across seven core practice areas—JD Edwards, Oracle, SAP, Infor, UKG/Kronos, Workday, and Epic—covering ERP, HCM, WFM, CRM, and Clinical Applications. And because we're vendor-agnostic, our recommendations always serve your business, not a vendor's bottom line.
Our work falls into three areas:
Advisory: Unbiased guidance, roadmapping, assessments, health checks, and pre-implementation strategy.
Execution: Project delivery, data migrations, upgrades, and system optimizations.
Reinforcement: Strategic staff augmentation and legacy support to keep your team and systems running strong.
With 2,000+ projects completed, 400+ clients served, and an 84% repeat client rate, we've built our reputation on results—not hours billed.
Founded
2002
Company size
201-500 employees
Industry
IT Services and IT Consulting
Org type
Privately Held
Headquarters
Cary, NC
Surety Systems is a senior-level enterprise application consulting firm with 20+ years of experience helping organizations get more out of the technology that runs their business.
We specialize across seven core practice areas—JD Edwards, Oracle, SAP, Infor, UKG/Kronos, Workday, and Epic—covering ERP, HCM, WFM, CRM, and Clinical Applications. And because we're vendor-agnostic, our recommendations always serve your business, not a vendor's bottom line.
Our work falls into three areas:
Advisory: Unbiased guidance, roadmapping, assessments, health checks, and pre-implementation strategy.
Execution: Project delivery, data migrations, upgrades, and system optimizations.
Reinforcement: Strategic staff augmentation and legacy support to keep your team and systems running strong.
With 2,000+ projects completed, 400+ clients served, and an 84% repeat client rate, we've built our reputation on results—not hours billed.
Founded
2002
Company size
201-500 employees
Industry
IT Services and IT Consulting
Org type
Privately Held
Headquarters
Cary, NC
