Client Relations Prospecting Specialist

Nashville, TN


The Client Relations Prospecting Specialist is a key role within our sales team.  The selected individual will work as a teammate with the Head of our Firm as a  fanatical prospector,  identifying client opportunities, work through the Advent sales process and maintaining customer relationships.  We need rock stars who are motivated self-starters.  This key position is the team member driving the Client Relations prospecting process. 

Find out more about our team @:

What we require of you:

You must be a strong communicator (written and verbal), have strong relational skills, have a track record of drive and performance, demonstrate an attention to detail, exhibit a commitment to follow-up and follow through, and have experienced measurable success individually and on a team. 


On-going support

  • Be a radical prospector using market information and data to drive sales leads for our Client Relations team to explore and land.
  • Conduct prospect research (upcoming projects, staffing changes, and promotional initiatives)

    Provide administrative support to ensure follow up with prospects and clients

  • Initiate prospecting efforts (direct mail, email, and promotional material)

  • Set up appointments, phone calls, video conferencing and in-person meetings

  • Manage due dates/times for all current and prospective projects

  • Create proposals, review with internal team, and drive the proposal process for your customers

  • Schedule pre-meeting travel and appointment details; i.e., address, logistics and technology

  • Assist in other administrative, client relationship and lead generation tasks as assigned

  • Be curious and find ways to improve processes and grow sales opportunities

  • Be comfortable wearing many hats on the Client Relations team.

  • Be creative in finding solutions and creating opportunities to grow the business

Project by project

  • Enter all contract information in CRM Software (keep profile and contact information current)

  • Update sales forecast weekly

  • Add all opportunities and new projects to our project system

  • Upload all contracts, site surveys, photographs and documents related to new projects

  • Schedule download meetings

  • Help type notes, organize images, and add materials in preparation for download meeting

  • Help offer follow up and provide excellent service

"Working Environment/Physical Demands:

  • Reaching, standing, walking, lifting, grasping, talking, hearing and repetitive motions.

  • Primarily office-based work – Exerting up to 10 pounds of force occasionally, sits or stands

  • Close visual acuity to perform activities at distances close to the eye

  • Subject to activities that occur inside and outside, heat and noise

  • When working in the office, not substantially exposed to adverse environmental conditions

  • Position will be Nashville, TN based

By nature, this job description cannot be exhaustive: additional responsibilities, duties, skills, efforts, requirements and working conditions may be associated with this job.

Advent, LLC is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer.  We provide equal opportunity to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws."