Client Engagement Advisor
Overview
Founded in 2017 and headquartered in NYC, UPSTACK is a full-service technology advisory firm that helps companies design, source, and support their business-critical IT infrastructure. Serving as an extension of their team, UPSTACK customers benefit from:
- Technical expertise- Decades of experience architecting, implementing, and managing business-critical IT solutions
- Ongoing support- Dedicated team providing continued assistance before, during, and after a project is initiated
- Supplier experience- Relationships and data-driven insights from thousands of supplier transactions to help negotiate the highest-performing and most reliable solutions
UPSTACK’s solutions expertise includes data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI solutions, private and public cloud, security, mobility, business continuity, and IoT.
Under the leadership of Founder and CEO Christopher Trapp, UPSTACK is dedicated to delivering exceptional customer experiences. UPSTACK serves 6,500+ customers—spanning SMB to enterprise— and manages more than $550 million in annual technology spending across various industries.
About the Role
UPSTACK is looking for a Client Engagement Advisor to join our growing sales organization. This role is ideal for a driven, strategic sales professional who thrives in a high-energy environment and is eager to take ownership of new business development. The BDRs will identify, engage, and nurture prospective clients to drive pipeline growth and revenue expansion. This position will report to the AVP, Advisory Services.
Key Responsibilities
- Proactively identify and engage prospective customers through outbound efforts (cold calls, emails, social selling, etc.).
- Qualify leads and set up high-value meetings for the sales team.
- Develop a strong understanding of our business model, value proposition, and industry landscape.
- Collaborate with sales leadership, AVPs, and Marketing to refine outreach strategies and drive measurable pipeline growth.
- Track and manage outreach efforts in Salesforce to ensure a consistent and data-driven approach.
- Maintain a pulse on industry trends and competitive insights to optimize sales outreach.
- Work toward a transition into a leadership position, contributing to the future expansion of the BDR function.
Required Qualifications
- 5+ years of business development or sales experience, preferably in IT services, SaaS, telecommunications.
- Proven success in outbound prospecting and lead generation.
- Strong communication skills with the ability to engage executive-level stakeholders.
- Self-motivated, results-oriented, and able to thrive in a fast-paced environment.
- Experience using Salesforce and other sales enablement tools.
- A growth mindset and leadership potential, with a desire to build and scale a team over time
Additional Requirements
- Technology Savvy: Familiarity with CRM software and digital sales tools
Salary Range
Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and transparent pay structure, which is based on a variety of factors, including location, experience, and job-related skills.
The base salary range for this role is $60,000.00 to $70,000.00 annually, plus participation in the variable commissions structure of $50,000.00+ (uncapped).
Closing
UPSTACK is an Equal Opportunity Employer and does not discriminate based on race, gender, ethnicity, religion, national origin, age, disability, veteran status, gender identity/expression, sexual orientation, or on any other basis prohibited by law. Consistent with applicable state and local law, UPSTACK will consider employment for all qualified applicants.
UPSTACK is committed to providing reasonable accommodations to individuals with disabilities as required by applicable law. Accommodations may include adjustments to the application, interview, or assessment process, as well as modifications to the work environment or job duties to enable individuals to perform the essential functions of the role. Requests for accommodations will be evaluated on a case-by-case basis and provided unless they impose an undue hardship on the organization.
At this time, UPSTACK will not sponsor a new applicant for employment authorization for this position.
We endeavor to make the application process accessible to all applicants. If you would like to contact us regarding accessibility and/or need assistance completing the application process, please contact us at recruiting@upstack.com.
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