Client Success Advisor

Overview

The Client Success Advisor builds and sustains long-term relationships across a portfolio of 20–50 small to mid-sized clients using 1–2 Safeguard Global services. The role translates client goals into actionable plans that drive satisfaction, retention, product adoption, and expansion.

What you'll do

• Establish relationships with operating and senior-level contacts, including CHROs, CFOs, VPs, Directors, and Global Mobility stakeholders.
• Develop an understanding of each client’s business model, priorities, and long-term goals.
• Translate client insights into success plans by defining desired results, identifying risks, establishing governance, and guiding adoption.
• Respond to client queries in a timely and accurate manner using appropriate communication methods.
• Document client interactions in the customer service tool and maintain CRM activities in Salesforce to provide visibility of client KPIs.
• Educate clients on advanced product capabilities, roadmap items, and best practices to maximize adoption and value.
• Support clients in scoping exercises to help convert opportunities into revenue.
• Provide structured analysis for commercial teams supporting renewal conversations, forecasting, and upsell/cross-sell readiness.
• Identify retention risks across countries, service lines, and stakeholders.
• Execute client save motions, including early warning flags, intervention plans, service recovery, executive sponsor engagement, and escalation governance.
• Oversee end-to-end governance of portfolio delivery in accordance with contractual obligations and service standards.
• Lead business reviews and multi-stakeholder planning sessions.

What you'll need

• Strong relationship-building and client partnership skills, with the ability to establish trust with operating-level client stakeholders.
• Solid written, verbal, and virtual communication skills, with the ability to simplify complex information for clients.
• Effective prioritization and time-management skills across a dynamic client portfolio.
• Foundational account governance skills, including documenting client goals, risks, and success drivers.
• Ability to interpret operational data and apply insights to improve client outcomes.
• Problem-solving capability and comfort working cross-functionally to resolve issues.
• Growth-oriented mindset and ability to identify opportunities that support product adoption and client value.
• High attention to detail, CRM discipline, and consistency in documentation.
• Experience in a service delivery and/or account management role focused on client relationship and growth, including customer support, operations, HR/payroll administration, or related fields.
• Familiarity with upselling techniques for products or services.
• Demonstrated use of data in building account plans.
• History of customer growth/satisfaction and operational KPIs.
• Strong communication and negotiation skills.

Nice to have

• Global client exposure and experience working in multinational environments.
• Bachelor’s degree.
• Experience with human resource, payroll, or accounting solutions.

Details

• Location: India.
• Remote role.