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Client Success Advisor

Safeguard Global

Remote
Remote Mid 🇬🇧 English
Salesforce

Job description

About the role

We are seeking a Client Success Advisor to develop and maintain strategic, long‑term relationships with a portfolio of 20‑25 global clients. You will ensure clients achieve their desired outcomes using Safeguard Global’s workforce solutions while acting as the bridge between client needs and internal delivery capabilities.

Key responsibilities

  • Manage mid‑complexity client accounts as the primary point of contact for operational and service matters.
  • Translate client goals into success plans covering outcomes, risks, governance, and adoption.
  • Provide structured analysis for commercial teams, supporting renewals, forecasting, and upsell readiness.
  • Educate clients on advanced product capabilities, roadmap items, and best practices.
  • Support scoping exercises to increase conversion of opportunities into revenue.
  • Maintain CRM activities in Salesforce to track client KPIs.
  • Build and sustain senior‑level relationships (CHRO, CFO, VPs, Directors, Global Mobility, etc.).
  • Analyze risk patterns across countries, service lines, or stakeholders.
  • Oversee end‑to‑end governance of portfolio delivery, ensuring contractual compliance and service standards.
  • Lead business reviews and multi‑stakeholder planning sessions.

Required profile

  • Minimum 4 years experience in a client success, customer success, or account management role.
  • Proven ability to use data to build success and interaction plans.
  • Track record of driving customer growth, satisfaction, and operational KPIs.
  • Strong executive‑level communication and negotiation skills.
  • Experience managing moderately complex, global client portfolios.
  • Background in HR or workforce solutions is strongly preferred.

Required skills

  • Salesforce

What we offer

  • Remote‑first work model with flexibility for personal commitments.
  • Autonomy and flexibility to define your ideal work environment.
  • Reward and recognition program, including annual bonus or sales incentive plan.
  • Access to coworking spaces for client meetings or focused work.

Questions fréquentes

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Published 3 months ago

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