Client Success Advisor
Remote · Canada
Job Summary
Client Success Advisor responsible for managing a portfolio of 20-25 clients, serving as the primary contact for operational and service-related matters, translating client goals into long-term success plans covering outcomes, risks, governance, and adoption. Provide structured analysis for renewal conversations, forecasting, and upsell readiness. Educate clients on advanced product capabilities, roadmap items, and best practices to maximize adoption and value. Support clients in scoping exercises to convert opportunities into revenue, maintain CRM activities in Salesforce for visibility of client KPIs, and oversee governance and end-to-end delivery with senior stakeholders across multiple regions. Lead business reviews and multi-stakeholder planning sessions with global partners.
Required Qualifications
- 4 years’ experience in a client success operational role; customer success, account management
- Demonstrated use of data in building success/interaction plans
- History of customer growth/satisfaction, and operational KPIs
- Strong executive-level communication and negotiation skills
- Experience working globally and managing moderately complex client portfolios
- HR/workforce solutions experience is strongly preferred
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