Client Solutions Advisor

Job Description

Job Description

About Rev.io  
Rev.io provides configurable software for billing, customer management, business management, payments, analytics, provisioning, and automation to service providers in telecommunications, Wireless & IoT, managed IT services, A/V, security integration, and other related industries. Our modern, cloud-based software delivers the industry’s most complete quote-to-cash experience, enabling our clients to grow their revenue efficiently.  

Rev.io is an Atlanta-based company with offices in Atlanta and West Virginia. We have more than 21 years’ in business serving our clients. While we are very experienced in what we do, we are still growing rapidly and we are looking for exceptional people who are excited to join us on a career-defining journey.  

In all of our daily work, each of us are guided by our mission, vision and “ACT TOP” values.  

Our Mission: To help clients grow revenue efficiently.  

Our Vision: To be the best billing & back-office software company in the world by providing innovative solutions and extraordinary service to our clients and end users.  

Our ACT TOP Values:  

• Achieving Extraordinary Results: Doing more than expected and pursuing a higher standard of work without compromising your job responsibilities.  
• Caring For Employees, Clients and Community: Demonstrating empathy and concern by helping those who are most in need.  
• Take Responsibility and Act Like An Owner: Being accountable and doing the right thing even when no one is watching.  
• Transparent Leadership: Communicating openly, regardless of title or situation.  
• Opportunity To Make a Positive Difference: Recognizing situations and taking action to produce a better outcome.  
• Passion For Innovation: Enthusiastically finding new solutions to improve efficiency.  

In a recent national survey, 89% of our employees agreed that Rev.io is a Great Place to Work. Compared to 57% agreement at comparable US-based companies, Rev.io stands out as a place where team, values and culture combine to create an amazing work environment!  

About The Role:  The Client Solutions Advisor is responsible for meeting and exceeding client revenue retention targets by proactively building and maintaining strong relationships with Rev.io's existing client base. This role sits at the intersection of account management, solution consulting, and expansion sales — driving add-on module growth, supporting the renewal process, and ensuring clients are positioned for long-term success within the Rev.io product portfolio.
The Client Solutions Advisor serves as the primary cross-functional advocate for clients across Rev.io's internal teams, upholding the integrity of Rev.io's mission to help clients grow revenue efficiently and embodying the company's ACT TOP values in every client interaction.
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Key Responsibilities
Revenue Retention & Expansion

• Maintain and grow monthly recurring revenue (MRR) within an assigned book of existing Rev.io clients
• Meet and exceed quarterly quotas for add-on module sales to current clients
• Partner with Account Management on client contract renewals; serve as the solutions consultant when renewals involve pricing changes, upsells, or expanded scope that require a selling motion
• Own the sales of Rev.io's Payments Platform to existing clients, including collection of required merchant services documentation and facilitation of the onboarding process

Solution Consulting & Client Advisory

• Conduct regular, proactive business reviews with clients — both onsite and remotely — to assess satisfaction, understand evolving business needs, and identify growth opportunities
• Consult with clients on current and future business requirements to ensure they are positioned on the most optimal solution within Rev.io's product portfolio
• Act as a trusted solutions consultant when clients encounter service issues or complex technical demands; escalate with urgency and ownership
• Introduce clients to new Rev.io products and services through solution-based selling that addresses their specific operational and financial goals

Client Experience & Cross-Functional Ownership

• Serve as the voice of the client across Rev.io's internal teams, owning the client experience throughout all cross-functional touchpoints
• Partner closely with Support, Professional Services, Sales, and Marketing to drive a positive, consistent customer experience and facilitate account growth
• Escalate client service and technical issues through appropriate internal channels, following through to resolution on behalf of the client
• Create and maintain regular executive summaries for key accounts, ensuring stakeholders have current, accurate insight into account health and status

Community & Ecosystem Engagement

• Identify and drive opportunities to network clients with one another and with Rev.io's ecosystem of partners
• Represent Rev.io's values and culture in all client-facing interactions; contribute to Rev.io's reputation as a Great Place to Work and a trusted long-term partner

Governance & Compliance

• Handle client data and account information in accordance with company confidentiality and data privacy policies
• Ensure client agreements, renewals, and payment documentation are executed in accordance with company legal and procurement standards
• Complete all required security awareness training and policy acknowledgments
• Follow company conduct standards, escalation procedures, and sanctions policies

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Qualifications

• 3+ years of experience in account management, client success, or expansion sales in a SaaS or technology environment
• Demonstrated track record of meeting or exceeding revenue retention and expansion targets within an existing client base
• Strong solution-selling and consultative skills; ability to identify client needs and match them to product capabilities
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