Client Advisor (Remote, Full-Time)

This role is for a strategic, relationship-centered and solutions-oriented advisor who can help Transcend Strategy Group deliver exceptional client work while advancing the firm’s market presence, thought leadership and reputation.

Client Advisors use Transcend methodologies, change management best practices and deep industry knowledge to diagnose client needs, prescribe clear strategies and guide client teams through communications, marketing, sales and public relations solutions that improve outcomes.

The Client Advisor will serve as a primary point of contact for assigned engagements, oversee client strategy and implementation, contribute to business development and support the firm’s marketing strategy through insights, content and visibility-building activities.

This person must be adaptable, proactive and comfortable leading complex work across multiple stakeholders while bringing strategic judgment, strong writing and facilitation skills and a commitment to helping clients and colleagues grow.

The Client Advisor will report to the President and work closely with other team members to support client success. This is a fully remote position requiring up to 50% travel.

Responsibilities

  • Serve as primary point of contact on assigned client engagements, managing day-to-day relationships, client expectations, project momentum and overall client experience.
  • Develop a deep understanding of each client’s evolving business objectives, market position, stakeholders, competitive environment and organizational readiness for change.
  • Develop and oversee implementation of the Transcend roadmap to achieve client goals, including clear strategies, scopes of work, timelines, budgets, deliverables and success measures.
  • Lead implementation in partnership with colleagues, vendors and client teams to deliver communications, marketing, sales, operational improvement, change management and public relations solutions that meet and exceed client needs.
  • Provide public relations counsel and services for select client engagements, including message strategy, media-facing materials, stakeholder communications,reputation support and coordination with client or external communications resources.
  • Track progress on client business goals, project performance and engagement health to ensure Transcend is fulfilling its value proposition and identifying opportunities to deepen impact.
  • Build and manage strong relationships with multi-tier contacts in the client organization, representing the client point of view with the Transcend team and bringing forward insights that inform stronger solutions.
  • Oversee and contribute to the firm’s marketing strategy by working with the Creative Director, Operations Director and Manager of Media and Digital Strategy to identify market opportunities, shape campaign themes, support content priorities and help connect client insights to the firm’s visibility and growth.
  • Provide thought leadership contributions that strengthen Transcend’s market presence, including articles, thought leadership pieces for senior leaders, blogs, presentations, conference proposals, webinars, social media concepts and other educational content.
  • Contribute to business development initiatives by building and maintaining a network of industry contacts, identifying potential clients or referral sources and participating in prospect conversations as appropriate.
  • Consistently follow documented account management processes and practices for documenting, organizing and storing client work while actively growing expertise within the industry and the Transcend team.

Technical Competencies

  • Demonstrated experience in client advisory, consulting, marketing, communications, branding, public relations, change management or related professional services work.
  • Strong writing, editing and message-development skills with the ability to create clear, compelling content for executive, client, employee, referral, media and industry audiences.
  • Ability to translate business objectives, client insights and market trends into strategies, recommendations, workplans, presentations and client-ready deliverables.
  • Experience leading or mobilizing marketing strategy, thought leadership programs, content planning, conference visibility, earned-media support or public relations execution preferred.
  • Commitment to building and maintaining change management expertise and applying it to client strategy, implementation and communications work.
  • Healthcare, senior care, hospice, home health, palliative care, aging services or other healthcare-at-home industry experience strongly preferred.

Leadership Competencies

  • Exhibits Transcend values, especially courageousness, collaboration and all-in commitment to clients, colleagues and the firm’s mission.
  • Demonstrates strategic judgment, maturity and emotional intelligence when advising clients, leading complex conversations or navigating ambiguity and pressure.
  • Builds trusted relationships by listening deeply, communicating proactively, offering candid counsel and balancing client-centered service with Transcend’s perspective and standards.
  • Holds self and others accountable to high-quality work, documented next steps, deadlines and budgets while maintaining a supportive and collaborative team orientation.
  • Shows curiosity and initiative in identifying opportunities to serve clients, strengthen firm strategy, elevate Transcend’s voice in the market and contribute to team knowledge-building.
  • Models a growth mindset by continuing to build industry expertise, mentoring colleagues through shared learning and helping create a culture of excellence, accountability and fun.
  • Max. file size: 16 MB.

Or email your resume directly to Courtney.