Client Success Advisor
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Job Description
Client Success Advisor role at Safeguard Global caring for 20-25 clients, ensuring their success and satisfaction through strategic relationships and data-driven insights. Flexibility in work arrangements enhances effectiveness.
Responsibilities:
- Manage mid‑complexity client accounts, acting as the primary point of contact for operational and service‑related matters.
- Translate client goals into long‑term success plans covering outcomes, risks, governance, and adoption.
- Provide structured analysis for commercial teams, supporting 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, ensuring a high probability of converting opportunities into revenue.
- Maintain and support CRM activities in Salesforce to provide visibility of client KPIs.
- Maintain operating and senior‑level relationships (CHRO/CFO, VPs, Directors, Global Mobility, etc.).
- Analyze patterns of risk across countries, service lines, or stakeholders.
- Oversee end‑to‑end governance of portfolio delivery, ensuring compliance with contractual obligations and service standards.
- Lead business reviews, and multi‑stakeholder planning sessions.
Requirements:
- 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.
Benefits:
- Autonomy & Flexibility (Work in Any Way): Remote first, with the flexibility to include school runs and gym breaks in your schedule all while maintaining a high standard of work.
- Reward & Recognition Program: Be rewarded for your success and championing our values.
- Corporate bonus/SIP: All Guardians are eligible for our annual bonus scheme or sales incentive plan.
- Coworking Space: Need to meet with a client, utilize admin services or just get out of the house? We’ve got you covered with flexible workspace options based on location.
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