Client Retention Specialist Jobs

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention and identify areas for expansion within our platform. This position will leverage our GTM, and value drivers established through combining people, process, and technology. If you are anything like the talented GRC Advisors at Diligent then this feeling you have, might be the desire to serve others- but you are blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success retention strategy. Key Responsibilities Provide guidance and best practices on configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients’ business processes and objectives. Conduct in-depth assessments of clients’ GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals. Collaborate with clients on internal roadmaps, governance, risk, and compliance requirements to be implemented within Diligent’s platform. Ensure proper understanding and adoption of the platform solutions to identify at-risk clients and help increase usage of the software and modules. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective. Required Experience/Skills Minimum of 5-7 years of experience in a client-facing role within the legal, compliance, and entity management or subsidiary governance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business value. Ability to build relationships both internally and externally to understand the underpinni

About the Team OpenAI’s Sales team partners with advertisers to understand their businesses, develop meaningful advertising solutions, and drive long-term growth on the platform while maintaining strong standards for user trust and platform integrity. About the Role This role will focus on growing advertising revenue across the Financial Services vertical, including banks, credit card issuers, insurance providers, investment and wealth management firms, lending platforms, fintech companies, and adjacent financial services brands. You will own the full sales cycle—from prospecting through deal closure—and build strategic relationships with senior financial services decision-makers. You’ll help advertisers reach high-intent audiences, improve campaign performance, and develop long-term commercial partnerships that support their business goals. You will work closely with Account Managers and cross-functional partners to ensure successful advertiser outcomes after the sale, while maintaining primary ownership of revenue growth, commercial strategy, and Financial Services vertical expertise. In this role, you will: Prospect, qualify, and close new advertising opportunities across the Financial Services vertical. Own and achieve a defined revenue target across an assigned portfolio of financial services advertisers. Build relationships with senior advertising, marketing, digital acquisition, product, and business leaders. Develop account plans that connect advertiser goals—such as account openings, credit card applications, insurance quotes, qualified leads, app adoption, and customer retention—to measurable campaign outcomes. Identify opportunities across major financial services moments, including product launches, tax season, annual enrollment periods, and shifts in consumer financial needs. Structure and negotiate complex commercial agreements. Build clear, data-driven business cases that demonstrate advertiser ROI and long-term platform value. Partner with Account Ma

Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention and identify areas for expansion within our platform. This position will leverage our GTM, and value drivers established through combining people, process, and technology. If you are anything like the talented GRC Advisors at Diligent then this feeling you have, might be the desire to serve others- but you are blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success retention strategy. Key Responsibilities Provide guidance and best practices on configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients’ business processes and objectives. Conduct in-depth assessments of clients’ GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals. Collaborate with clients on internal roadmaps, governance, risk, and compliance requirements to be implemented within Diligent’s platform. Ensure proper understanding and adoption of the platform solutions to identify at-risk clients and help increase usage of the software and modules. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective. Required Experience/Skills Minimum of 5-7 years of experience in a client-facing role within the legal, audit, risk, or compliance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business

Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention and identify areas for expansion within our platform. This position will leverage our GTM, and value drivers established through combining people, process, and technology. If you are anything like the talented GRC Advisors at Diligent then this feeling you have, might be the desire to serve others- but you are blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success retention strategy. Key Responsibilities Provide guidance and best practices on configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients’ business processes and objectives. Conduct in-depth assessments of clients’ GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals. Collaborate with clients on internal roadmaps, governance, risk, and compliance requirements to be implemented within Diligent’s platform. Ensure proper understanding and adoption of the platform solutions to identify at-risk clients and help increase usage of the software and modules. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective. Required Experience/Skills Minimum of 5-7 years of experience in a client-facing role within the legal, audit, risk, or compliance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business

Sell what you love. For us and millions of users across the globe, that’s Spotify. Join the Sales team and you’ll build the relationships that help grow our business in existing markets and beyond. We don’t just sell creative solutions to our clients and partners, we help to shape them; using our expert knowledge of ad products, sales channels and the industry to impact the way the world experiences music and podcasts. What You'll Do Build and grow strategic relationships with advertisers by understanding their business objectives and delivering consultative, insight-driven recommendations. Own a portfolio of clients and develop account strategies that drive long-term growth, retention, and revenue expansion. Identify, develop, and close new business opportunities while expanding existing partnerships across your assigned market and vertical. Create compelling sales narratives by leveraging market insights, campaign learnings, audience intelligence, and Spotify's advertising solutions. Meet and exceed advertising revenue goals by developing strategic account plans and proactively identifying opportunities to grow your business. Analyze campaign performance and client data to develop actionable insights and optimization recommendations that improve business outcomes. Develop deep expertise in Spotify's advertising products, platform capabilities, and industry trends to position innovative solutions that align with client objectives. Manage an active sales pipeline, maintain accurate forecasting, and effectively prioritize opportunities across multiple accounts. Partner closely with cross-functional teams—including Sales Planning, Client Services, Marketing, Product, Measurement, and Data—to deliver exceptional client experiences and maximize campaign success. Contribute to the ongoing evolution of Spotify Advertising by sharing market insights, client feedback, and best practices ac

Role Overview Help organizations turn governance, risk, and compliance (GRC) goals into measurable business value. As a Client Success Advisor, you’ll guide key clients in configuring, adopting, and optimizing a GRC platform—strengthening retention, uncovering expansion opportunities, and helping teams work more effectively. You’ll combine GRC expertise, advisory skills, and a strong understanding of client needs to shape practical solutions, improve platform usage, and build lasting partnerships. Your work will influence client outcomes while contributing valuable insights to internal product and go-to-market teams. Here’s a breakdown of what you’ll do (not all of it, just the important stuff) Advise clients on configuring, customizing, and optimizing GRC platform functionality to support their business processes and objectives. Assess client requirements, challenges, and goals, then recommend tailored solutions that deliver measurable value. Partner with clients on governance, risk, and compliance roadmaps, translating priorities into effective platform implementations. Drive adoption across the platform and its modules, identifying engagement risks and helping clients increase usage. Help clients identify and implement practical analytics use cases that improve automation, exception management, and reporting. Collaborate with Product, Customer Success, Support, and Sales teams to improve solutions based on real-world client needs. Monitor regulatory developments, industry trends, and emerging GRC best practices to provide proactive, trusted advice. These are the essentials you’ll need to get an interview 5–7 years of experience in a client-facing role within audit, risk, compliance, or a related GRC environment. Strong knowledge of GRC concepts, regulations, industry standards, and software platforms. Experience translating audit, risk, compliance, or business questi

Syllo is a software company in the legal space that offers an AI-powered litigation workspace that enables lawyers to safely harness the power of language models. After spending years developing our cloud-based application, Syllo's platform is now used by a wide range of legal professionals — from the largest law firms in the world to the most prestigious law schools. We are a lean, fast-moving, and multi-disciplinary company led by exceptional lawyers and engineers. We hold each other accountable to achieve ambitious goals in a timely way while treating one another with respect and understanding. If you're excited about AI and passionate about being part of a remote team that seeks to transform the legal practice, then read on! We are seeking a Client Training Manager to join our training department. In this role, you own the training relationship for Syllo's largest accounts, delivering white-glove service that directly shapes retention and expansion. You design and execute account-specific learning programs, maintain dedicated client portals, and translate usage data into actionable insights for clients. This is a senior individual contributor role at the intersection of instructional expertise and legal domain knowledge. Key responsibilities Own the end-to-end training relationship for a defined book of Syllo's largest accounts, serving as the primary training point of contact for each Conduct learning needs assessments with client stakeholders to design account-specific curricula that reflect actual workflow and role requirements Deliver live and asynchronous training sessions tailored to each account's use cases, skill levels, and Syllo configuration Build and maintain a dedicated client portal for each account, ensuring content is current, organized, and accessible to the right users Produce monthly and quarterly learning analytics reports for clients Collaborate with the Instructional Designer to ensure LMS modules reflect your accounts’ needs and with subje

Overview: Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Client Service team . This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage. This is a Hybrid position in our New York City office. What You'll Do: Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth Lead contract negotiations, pricing discussions, renewals, and commercial conversations Drive upsell, cross-sell, and package expansions across existing accounts Proactively meet clients in person and virtually to strengthen executive relationships Identify and activate new users within existing client organizations Develop account growth strategies and revenue plans in partnership with service leadership Monitor usage trends and intervene strategically to prevent churn Serve as senior point of contact for escalations and high-level client discussions Partner closely with client service teams to ensure flawless delivery and client satisfaction What You Have: 3-5 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-sell revenue Experience managing mid-sized to large B2B client portfolios Strong executive presence and ability to build C-level relationships Comfortable conducting

DeepIntent is the leading healthcare marketing platform, purpose-built to help marketers plan, activate, and optimize data-driven campaigns with speed and precision. Trusted by the world’s top healthcare brands and their agencies, DeepIntent uniquely unites media, identity, and real-world clinical data to power privacy-safe, omnichannel marketing across every screen. Backed by patented technology and proven outcomes, DeepIntent’s platform delivers measurable audience quality and script lift at scale. Learn more at www.deepintent.com . What You’ll Do: DeepIntent is seeking an experienced Senior Client Success Manager to join our Client Success team. This role owns the day-to-day management and strategic growth of client relationships, partnering closely with Sales, Platform Operations, & Analytics and cross-functional teams from early planning through execution and expansion. As a Senior Client Success Manager, you will manage a book of business, lead client strategy and execution, and proactively identify opportunities to grow and deepen partnerships. You will play a critical role in driving revenue retention, upsell, and long-term client success. The Sr Client Success Manager should have a strong knowledge of the programmatic landscape and is a key contributor in the overall growth of the company. Key Responsibilities: Own end-to-end management of assigned managed service and/or self-service client accounts Serve as the primary point of contact for clients, leading day-to-day communication, optimizations, reporting, and recommendations Build strong, trusted client relationships grounded in a deep understanding of client goals, brand strategies, and performance metrics Own campaign performance, including pacing, optimization strategy, and delivery against client KPIs Deliver strategic insights and performance narratives through reporting, post-campaign analyses, and quarterly business reviews Identify and proactively drive upsell and growth opp

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Client Success Team: The Client Success team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. As the primary post-sale point of contact, the team works closely with merchants to optimize performance, increase product adoption, identify revenue and GMV expansion opportunities, and ensure overall account health. Client Success also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm. About the Role: We are seeking a dynamic and experienced Client Success Lead (CSM) to join our team. The ideal candidate will have 3-5 years of proven client experience, preferably in the financial technology sector. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth. What You’ll Do: Deliver a proactive client management strategy to encourage growth & retention with our merchant partners Identify upsell and cross-sell opportunities to enhance client value and devise strategies to capitalize on them Provide prompt and effective support to address client needs and inquiries. Conduct regular performance reviews and gather client feedback Collaborate with internal teams to resolve client issues and requests promptly. Stay abreast of industry trends and market developments to anticipate client needs. Collaborate cross-functionally to execute strategies to support clients. Ensure alignment between client goals and internal priorities and deliverables. Demonstrate resourcefulness and flexibility in navigating changing envi

About OfficeSpace: OfficeSpace Software provides the leading AI operating system for the built world, that helps teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, we hire based on merit and a willingness to do what it takes to succeed long-term. You’re a great fit for the role if you’re entrepreneurial, passionate, motivated by building at light speed, and an Agentic AI early adopter. Our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact. As a Client Success Manager, Dedicated Accounts, you own the success, retention, and growth of a portfolio of high-value mid-market customers. You build trusted relationships, turn OfficeSpace capabilities into measurable business outcomes, and help customers get more value as their workplace strategies evolve. You combine strategic account leadership with AI-enabled execution. You use customer intelligence and AI to spot risk, uncover opportunity, and move faster—while applying human judgment where relationships, commercial decisions, and customer trust matter most. What you’ll do Own retention, adoption, customer outcomes, and growth across a portfolio of dedicated mid-market accounts. Build trusted relationships with key stakeholders. Become the strategic partner customers rely on to connect OfficeSpace capabilities to their workplace goals. Create and lead outcome-driven Success Plans that define priorities, measures of success, risks, and opportunities. Lead strategic business reviews that demonstrate ROI, adoption, business impact, and clear next steps. Turn AI-generated account intelligence into action. Validate health signals, identify emerging risks and opportunities, and determine the right customer engagement strategy. Own renewal readiness and partner with Sales to shape expansion, upsell, and cross-sell opportunities. Guide customers through adoption, optimization, and evolving workplace strategies with

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . About tvScientific We are the first CTV advertising platform purpose-built for performance marketers. For game developers and publishers, we bridge the gap between massive TV reach and granular User Acquisition (UA) metrics. Built by ad-tech veterans, our platform combines media buying, optimization, and MMP attribution to help gaming brands automate CTV campaigns, drive app installs, and maximize Return on Ad Spend (ROAS). Join the tvScientific team as an Account Manager, where you'll lead strategic client relationships, drive revenue growth, and ensure client success on our cutting-edge platform. As an Account Manager on our team, you'll be responsible for managing a portfolio of key client accounts, developing and executing strategic account plans, and driving revenue growth through upsell, cross-sell, and retention initiatives. You'll levera