Client Success Advisor

New
CanadaFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
4 years
Required Skills
Data AnalysisSalesforceAccount ManagementRelationship managementStakeholder management

Requirements

  • Minimum of 4 years of experience in client success, account management, or operational customer-facing roles.
  • Proven ability to manage multiple client relationships and deliver measurable outcomes in retention, satisfaction, and growth.
  • Strong executive communication and stakeholder management skills, including experience engaging senior leadership.
  • Ability to use data and insights to build success plans and guide client engagement strategies.
  • Experience working in global or multi-market environments with moderately complex client portfolios.
  • Familiarity with workforce solutions or HR services is strongly preferred.
  • Strong organizational, negotiation, and problem-solving skills with a proactive, client-first mindset.

Responsibilities

  • Manage a portfolio of mid-complexity client accounts, serving as the main point of contact for operational, service, and relationship management needs.
  • Develop and maintain structured client success plans aligned with business goals, including risk mitigation, governance frameworks, and adoption strategies.
  • Support commercial teams with insights and analysis to enable renewals, upselling opportunities, and accurate forecasting.
  • Guide clients through product capabilities, best practices, and roadmap updates to maximize engagement and long-term value.
  • Lead business reviews, performance discussions, and multi-stakeholder planning sessions with senior client stakeholders.
  • Maintain accurate CRM records and client KPIs in Salesforce to ensure visibility and performance tracking.
  • Identify patterns of risk, service gaps, and improvement opportunities across client portfolios and geographies.
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