Client Growth Advisor

Description

Client Growth Adviser

Position Overview

The Client Growth Adviser (CGA) is responsible for proactively identifying and enabling growth opportunities within our existing customer base.

Working alongside Renewals and Sales, the CGA uses renewal timelines, customer insights, account data, and strategic discovery to identify opportunities for cross-sell, upsell, and broader customer engagement. The ideal candidate is commercially curious, highly organized, comfortable engaging customers, and skilled at turning customer conversations and account insights into actionable growth opportunities.

Key Responsibilities

Growth Opportunity Identification

• Proactively review assigned accounts and upcoming renewals to identify potential growth opportunities.
• Conduct discovery to understand evolving customer priorities, business challenges, technology needs, and future initiatives.
• Identify cross-sell, upsell, whitespace, and solution expansion opportunities within existing accounts.
• Leverage renewal data, account history, customer conversations, and internal insights to uncover potential areas for growth.
• Qualify opportunities and capture relevant customer intelligence to support meaningful follow-up.
• Facilitate introductions and meetings between customers, sellers, and appropriate internal specialists.

Sales & Renewals Partnership

• Partner closely with Renewal Specialists and Sales to create a coordinated customer experience.
• Use the renewal lifecycle as an opportunity to initiate broader strategic conversations without taking ownership of the renewal transaction.
• Share customer insights and identified opportunities with the appropriate seller.
• Collaborate with sellers to determine next steps and support progression of identified opportunities.
• Engage internal specialists and solution resources when additional expertise is required.
• Maintain clear communication and ownership throughout the handoff process.

Client Engagement

• Build trusted relationships with customer stakeholders through proactive and consultative engagement.
• Ask strategic discovery questions to understand current priorities, challenges, and future needs.
• Connect customer objectives to relevant capabilities, solutions, and resources.
• Create value beyond the renewal conversation by helping customers explore opportunities that support their broader business goals.
• Ensure customer interactions are coordinated with the broader account team.

Pipeline & Activity Management

• Maintain accurate CGA activity and opportunity information within CRM and designated tracking systems.
• Track identified opportunities, customer and seller meetings, handoffs, influenced pipeline, and outcomes.
• Follow up on identified opportunities to understand progression and results.
• Provide visibility into CGA activity, trends, successes, and areas of opportunity.
• Use data and account insights to continuously improve targeting and customer engagement.

Qualifications

• 3- 5+ years of experience in Sales, Account Management, Customer Success, Renewals, or a related customer-facing role.
• Demonstrated ability to identify customer needs and uncover growth opportunities.

At CDW, we strive to offer market-competitive total rewards packages to attract and retain talent. As such, we are committed to pay transparency and ensuring fair compensation for all our coworkers. Each of our roles is assigned a salary range that is informed by multiple sources of market data. We determine individual pay within a given range based on a candidate's prior experience, knowledge, skills and abilities. This approach allows us to offer competitive and equitable salaries that reflect the value and responsibilities of each role at CDW. Salaries are based on a 40-hour workweek, and paid on a bi-weekly payroll schedule.

Pay range: Base of $75,000 + Bonus, depending on experience and skill set.

CDW is committed to being an AI-fluent organization

We're looking for people who bring curiosity, a learner's mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances- not replaces- human creativity and decision-making. You don't need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.

Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that's curious, adaptive, and ready to explore what's possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.

About Us

CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what's possible through technology. What makes CDW different isn't just what we do- it's how we do it. At CDW we act as one- building trust, speaking candidly, and working together to achieve more. We play to win- focusing on what matters most and delivering for our customers. And we think forward- staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That's why we think of ourselves as coworkers, not just employees- working together to solve complex challenges and deliver real impact for our customers and communities.

As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what's next.

Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.

CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.