Client Advocate Jobs

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You'll Do: Serve as an advocate for the Insights product with corporate healthcare clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on therapeutic areas of focus, ongoing clinical trials of interest, and competing companies to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Lead renewal conversations, pricing discussions, and commercial engagements in partnership with internal teams Identify and drive upsell and cross-sell opportunities by expanding client usage of the Insights platform Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, Healthcare-adjacent coursework is a plus 6+ years of experience in account management, relationship management, or consultative sales Proven track record managing renewals and negotiating contracts Demonstrated success driving upsell and cross-

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Client Success Management function is responsible for retaining existing business and drive sales growth through client adoption of Company products and services. Specialize in using deep industry, business processes and product expertise to increase product adoption and utilization. Post-sale client point of contact accountable for value driven engagements across the customer retention lifecycle resulting in client renewals. May handle escalations and coordinate across other functional areas of the Company. Essential Key Responsibilities Effectively lead customer success team(s) to achieve customer satisfaction, programmatic, business, and strategic goals Build and maintain a high performing team through effective hiring, goal setting, rewards, team building and performance management activities Become a trusted advisor to client organizations, deepening relationships with key stakeholders and ensuring they achieve measurable success and ROI with our platform Utilize data to enhance team performance, build compelling business cases, and drive product adoption across the client base Set high expectations for your team, driving them to meet and exceed operational targets through structured and agile processes Serve as a strong advocate for our customers, building lasting relationships with C-level and VP stakeholders to ensure their long-term success Lead from the front, balancing se

*Due to the nature of the projects and specific client security clearance requirements, this role requires the successful candidate to be a Singapore Citizen or Singapore PR. Woven between all the stages of the delivery process is the work of a Quality Analyst: the technologist who focuses on the complexity and risk inherent in building solutions. By collaborating with each team member—Developer, Business Analyst, Designer, etc.—they ensure quality is thoughtfully examined in both processes and technology. QAs are more than testers; they're team motivators and strive to inspire all teammates to weave quality into their mindsets and code. Job responsibilities Aim to shift quality to the left in alignment with senior client stakeholders. Partner with senior stakeholders to understand the product, create a quality strategy and ensure that the teams are empowered to implement it. Highlight risks to software delivery and assist in managing them alongside the leadership team. Regularly carry out exploratory testing to gain insights and uncover potential risks. Drive improvements for clean code, tests, testability and advice on test tools/frameworks. Define, discuss and implement a program approach to testing across multiple products/services and domains, commonly referred to as “UAT”, “E2E”, etc. Influence a consistent approach in automation of tests across teams in a program, e.g. nomenclature, domain boundaries, contracts between services, distinct layers, common tooling and dashboard representations in the right situation. You will be nimble and alter your team's approach based on an industry's standards and regulations. Coach team members across roles to help deliver better quality software and help them adopt a testing mindset. Advocate QA expertise to the tech community inside Thoughtworks and throughout the broader industry, speaking at conferences and acting as a mentor for junior-level QAs. Job qualifications Technical Skills You have worked as a Quality Analyst

Due to the nature of the projects and specific client security clearance, this role requires the successful candidate to be a Singapore Citizen or Singapore PR. Thoughtworks is a pioneer in integrating experience design with agile software delivery. Our designers work as part of multi-disciplinary teams that balance the thinking required to understand complex problems with the discipline needed to get high-quality working software into the hands of our clients and customers. Designers at Thoughtworks creatively solve the right problems. We work collaboratively to deliver bespoke software and take on the most challenging problems our clients have. Job responsibilities You will play an active role in the delivery and design of technology projects that transform how our clients work while developing new digital products and services. Collaborate with small, cross-functional teams to create a wide range of experience design deliverables including journey maps, service blueprints, roadmaps, prototypes, and design systems. You will facilitate workshops, develop unique design strategies for products and make strategic decisions at the portfolio level. Behind the scenes, you will apply various research methods such as context analysis, moderated interviews, experiments and user tests in order to clearly present your methods to your client and teammates. Set up inspiring design hypotheses for delivery teams that consist of both Thoughtworkers and our customers. Ensure that project scope, risks and updates are regularly assessed and communicated. Balance client and Thoughtworker expectations by clearly communicating experience design deliverables. Extend your expertise to teammates by providing on-the-job training and support on all aspects of experience design methods and tools. Advocate experience design expertise to the broader community outside of Thoughtworks, speaking at conferences, webinars, meetups and more. Job qualifications Technical Skills You have at least

As an Engagement Manager at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients’ business concerns and act as their internal advocate to ensure their needs are met. Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals. This role is onsite in NYC, in our SoHo office. What you bring on day one 3-7 years of experience in an account management, client relationship or sales role in financial services Experience with and general understanding of the RIA industry framework and wealth management Consulting and understanding an advisors primary business model as well as current and future needs Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus Ability to communicate the information and benefits associated with various investment strategies Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization. Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Able to switch focus quickly to address the needs of multiple clients and/or internal projects Bachelor’s degree with an excellent record What you will own Manage advisor relationships within currently signed partners Drive additional revenue opportunities within our partner advisory firms Advisory clients ongoing needs for long-term success with the Vise platform Facilitate active client engagement and identify upsell opportunities Act as an expert between the client and the Vise

As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice. Associate Directors at Plative are key members of our leadership team, and are responsible for: (a) maintaining delivery excellence and customer satisfaction throughout client engagements; (b) building and nurturing a high performing delivery team; and (c) driving commercial success of the business. Maintaining Delivery Excellence and Customer Satisfaction: Maintain executive alignment with client leadership, regularly solicit and listen to employee and client feedback with empathy, and support both our employees and clients in proactively addressing critical project issues and risks. Build deep customer loyalty and drive follow-on business beyond initial Salesforce implementations. Champion and advocate for our Plative delivery methodology across your team, ensuring strict compliance and effective use of our leading practices and tools across your full project portfolio. Regularly conduct project design and build reviews in concert with Architecture and PMO leadership to ensure we are solutioning and delivering well and minimizing quality issues, rework and non-billable time on your projects. Building and Nurturing a High Performing Team: Coach and mentor your team members to support their wellbeing & quality of life at Plative; promote continuous skill-up on both technical & soft skills; and advocate for their ongoing career growth and progression. Instill a culture of collaboration and continuous improvement with your team -- soliciting, sharing and building on lessons learned from every project experience so we continue to get stronger as an organization. Make strategic hiring and people management decisions to ensure your team has the right mix of resources to drive both delivery excellence and profitability. This means responsibly balancing talent/skill set levels, geo

At Experient, we partner with organizations to solve complex business challenges through innovative technology and strategic consulting solutions. Our team is committed to delivering exceptional client experiences, fostering meaningful relationships and helping organizations navigate transformation in an evolving digital landscape. We value collaboration, curiosity and a results-driven mindset that empowers both our clients and our people to succeed. We are seeking an experienced UX Design Consultant to join our team. In this role, you will partner directly with clients to uncover user and business needs, and translate them into intuitive, evidence-based digital experiences across web and mobile platforms. The ideal candidate combines strong research and strategic-thinking skills with hands-on interaction design ability, is comfortable facilitating workshops and presenting to senior stakeholders and stays current with modern design tools, AI-assisted workflows and accessibility standards. Location: Atlanta, GA; Hybrid work environment. What You’ll Do Plan and conduct user research (interviews, surveys, contextual inquiry, usability testing) and synthesize findings into clear, actionable insights Facilitate design thinking workshops, journey mapping sessions and stakeholder alignment activities with client teams Translate research into sitemaps, user flows, service blueprints, journey maps, wireframes and high-fidelity prototypes Design and iterate on interaction patterns and visual solutions using tools such as Figma, FigJam and AI-assisted design and prototyping tools Partner with product managers, engineers and content strategists to define product functionality and ensure feasible, cohesive experiences Apply and advocate for accessibility standards (WCAG 2.2) and inclusive design practices throughout the design process Conduct usability and A/B testing on key interface elements (CTAs, navigation, forms, landing pages, and banners) and iterate based on findings Co

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively. You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives. Your efforts will ensure prospects are fully informed about Addepar’s product development, workflows, and compelling use cases. This role requires an outstanding communicator, a well-organized professional, and someone with a deep grasp of investment management. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $153,000 + bonus + equity + benefits. Your recruiter can share more about the specific

Talkdesk is seeking a Sr. Technical Support Engineer who thrives at the intersection of deep technical troubleshooting and high-level customer consulting. In this role, you aren’t just closing tickets; you are a strategic partner to our clients, an advocate for their needs internally, and a developer of tools that make our entire support engine run smoother. You will be the bridge between our customers and our Engineering, Product, and Professional Services teams, ensuring that complex technical challenges are met with elegant, scalable solutions. Key Responsibilities Technical Leadership & Triage Advanced Troubleshooting: Lead Talkdesk’s most intricate support tasks. Outline reproduction steps, drive issues to resolution, and manage customer expectations with clarity. Escalation Management: Serve as the definitive point of contact for issues escalated from Tier 1 or Client Services, ensuring timely resolution. Developer Advisory: Act as the primary technical contact for partner and user developers, comfortably navigating and advising on custom solutions and integrations. Efficiency & Innovation Tool Development: Identify recurring manual tasks and develop internal tools or scripts (JavaScript, etc.) to automate the team’s most time-consuming workflows. Process Optimization: Leverage strong technical acumen to dynamically identify processes and technical solutions for unexpected or high-pressure situations. Customer Advocacy & Success Voice of the Customer: Identify and synthesize customer feedback to act as a strategic advocate to internal Product and Engineering teams. Strategic Consulting: Develop trust with client leadership to remove roadblocks, formulate best practices, and document functional/technical requirements. Risk Mitigation: Work closely with customers to track work progress and create strategies for risk mitigation and contingency planning. Feature Demonstrations: Conduct engaging demos of feature enhancements for both new and existing cu

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers in Korea. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executives and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts in Korea Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with exceptional attention to detail and an ability to cater to a specific audience, including CTO, VP of Engineering and DevOps professionals Experienced in the B2B t

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with exceptional attention to detail

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with exceptional attention to detail

Who we are About Stripe Stripe, LLC. is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. What you’ll do Responsibilities Develop and manage scalable billing and collection processes for complex user agreements and new business operations. Build scalable and auditable onboarding processes for new and existing users. Onboard sold custom contracts into our billing systems. Work with legal contracts using strong attention to detail. Partner with internal systems, global deal management, legal, sales ops, internal audit, go-to-market, engineering and accounting teams to develop and improve processes for contract reviews and to anticipate changing business requirements. Partner with account managers to solve user inquiries related to onboarding implementation, billing, and collections. Advocate for the customer to internal stakeholders. Share system feedback and insights to Sales, Product Management, Engineering, Support and Legal on innovation and improvement needed to optimize the Stripe user experience. Help scope, build, and deliver continuous process improvements that enhance operations. Who you are Minimum requirements Must have a Bachelor's degree or foreign equivalent in Finance, Business, Information Management, or a related field, plus 4 years of Client-facing experience in customer success, consulting, financial services, account management, or technical product sales. Must also have 3 years experience in each of the following: Tracing process impacts from situation to end customers &amp

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers in Indonesia. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers in Indonesia. Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with excep

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers in Indonesia. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers in Indonesia. Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with excep