Client Success Advisor Jobs

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

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

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

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. About the role As an Enterprise Client Success Manager, you own the success of our most strategic customers. You build executive partnerships, drive long-term business outcomes, and help global organizations maximize the value of OfficeSpace. You combine strategic thinking with operational excellence. You leverage AI to surface insights, predict risk, and scale your impact—while building trusted relationships that keep people at the center of every customer experience. This version aligns with the OfficeSpace "High-Performance Innovator" voice by emphasizing active language, ownership, short paragraphs, and high information density. What you'll do Own the success, retention, renewal, and growth of a portfolio of enterprise customers with complex organizational structures and executive stakeholders. Build trusted relationships with executive sponsors and business leaders, serving as a strategic advisor throughout the customer lifecycle. Lead enterprise onboarding, adoption, and value realization strategies that accelerate measurable business outcomes. Develop and execute strategic Success Plans aligned to customer objectives, adoption milestones, and long-term business goals. Leverage AI-powered Customer Success platforms to monitor customer health, predict churn risk, recommend next-best actions, and uncover expansion opportunities. Lead executive Quarterly Business Reviews (QBRs) that connect product adoption to me

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

About Bazaarvoice At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community & enterprise technology, we connect thousands of brands and retailers with billions of consumers. Our solutions enable brands to connect with consumers and collect valuable user-generated content, at an unprecedented scale. This content achieves global reach by leveraging our extensive and ever-expanding retail, social & search syndication network. And we make it easy for brands & retailers to gain valuable business insights from real-time consumer feedback with intuitive tools and dashboards. The result is smarter shopping: loyal customers, increased sales, and improved products. The problem we are trying to solve : Brands and retailers struggle to make real connections with consumers. It's a challenge to deliver trustworthy and inspiring content in the moments that matter most during the discovery and purchase cycle. The result? Time and money spent on content that doesn't attract new consumers, convert them, or earn their long-term loyalty. Our brand promise : closing the gap between brands and consumers. Founded in 2005, Bazaarvoice is headquartered in Austin, Texas with offices in North America, Europe, Asia and Australia. It’s official: Bazaarvoice is a Great Place to Work in the US , Australia, India, Lithuania, France, Germany and the UK! We are looking for an Associate Client Success Manager to join our Social Commerce team! Our team is helping shape how the world’s leading brands and retailers tap into creator and user generated content to inspire customers throughout the shopping journey. Internally and externally, we’re trusted advisors in the fast paced and ever-evolving social commerce space. As an Associate Client Success Manager, you’ll be responsible for the care of a named portfolio of accounts, with a focus on driving adoption of our tools, increasing client satisfaction, mitigating risk, and

About Bazaarvoice At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community & enterprise technology, we connect thousands of brands and retailers with billions of consumers. Our solutions enable brands to connect with consumers and collect valuable user-generated content, at an unprecedented scale. This content achieves global reach by leveraging our extensive and ever-expanding retail, social & search syndication network. And we make it easy for brands & retailers to gain valuable business insights from real-time consumer feedback with intuitive tools and dashboards. The result is smarter shopping: loyal customers, increased sales, and improved products. The problem we are trying to solve : Brands and retailers struggle to make real connections with consumers. It's a challenge to deliver trustworthy and inspiring content in the moments that matter most during the discovery and purchase cycle. The result? Time and money spent on content that doesn't attract new consumers, convert them, or earn their long-term loyalty. Our brand promise : closing the gap between brands and consumers. Founded in 2005, Bazaarvoice is headquartered in Austin, Texas with offices in North America, Europe, Asia and Australia. It’s official: Bazaarvoice is a Great Place to Work in the US , Australia, India, Lithuania, France, Germany and the UK! About the role This is a senior individual contributor role on Bazaarvoice's APAC Client Success team, owning a portfolio of Enterprise clients. You will be the trusted strategic advisor for some of the region's most recognisable consumer brands using Bazaarvoice's UGC platform. The role sits at a senior level which means independent ownership of complex client outcomes, executive stakeholder engagement, and cross-functional influence. You'll bring senior CSM experience from a SaaS or e-commerce platform, be comfortable in C-suite conversations, and find energy in solving c

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 oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions. As part of the Enterprise CSM Team , you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenu

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 Solution Sales function is responsible for driving growth in specific lines of business. Interpreting and defining client needs in order to align the client’s objectives and requirements with Dun & Bradstreet’s products’ capabilities and value. In this role, you will work in partnership with the Relationship Manager and Client Success team, act as a senior specialist in our product offerings, supporting the Relationship Manager by conducting live product demonstrations via web-based meetings, in-person meetings, and through providing collateral to support driving Cross Sell, Upsell and New Business.

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 Integrated Solutions team is responsible for driving growth across all of our lines of business in an integrated way. This role is responsible for interpreting and defining client needs in order to align the client’s objectives and requirements with Dun & Bradstreet’s data, capabilities and value. Articulating how our data in conjunction with key partner technologies can lead to strong business outcomes is key. In this role, you will work in partnership with the Relationship Manager, Solution Sales, Solution Architects and Client Success team, advise on our integrated proposition, including lakehouses and agentic workflows, and display a willingness to learn about and develop relationships with our strategic partners. This will include supporting the Relationship Manager in web-based meetings, in-person meetings, and through providing collateral and thought leadership to support driving Cross Sell, Upsell and New Business.

As a Senior NetSuite Consultant at Plative, you will act as a strategic advisor, implementing sophisticated NetSuite solutions for our portfolio of clients. While technical knowledge (scripting/workflows) is a "nice-to-have," your true value lies in your ability to bridge the gap between complex business processes and accounting principles. Candidates for this role should possess deep knowledge of NetSuite’s capabilities in the high-tech and professional services space and high-level knowledge of common industry specific integrations. Plative is a fast-paced, agile environment. You will manage end-to-end delivery for multiple clients simultaneously, ensuring that every configuration, from general ledger to advanced revenue recognition, aligns with industry best practices (SaaS and Professional Services). Key Responsibilities Lead sessions with team members and clients to uncover business requirements and map out complex accounting processes. Configure and customize NetSuite instances with a focus on high-level modules including Suite Billing, ARM, and Multi-book. Create detailed functional and technical requirement documents that serve as the blueprint for client success. Manage the full project lifecycle, from initial inception through data migration, system integrations, and UAT (User Acceptance Testing). Develop and contribute to data migration and system integrations. Work closely with developers to deploy custom solutions and report directly to a Delivery Manager within a cross-functional team of BAs and PMs. Maintain ongoing business relationships, ensuring client satisfaction and identifying growth opportunities. Basic Qualifications 5+ years of experience implementing and configuring NetSuite ERP. Proven experience in a service-based/consulting environment. We are looking for advisors who have worked with external clients, rather than internal-only administrators. Strong understanding of accounting principles is required. You must be comfortable discussing A

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 Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales c

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 Senior Global Account Executive serves as a strategic advisor, aligning data, AI, and agentic workflow solutions to measurable business outcomes. This role is responsible for driving renewal, win-back, cross-sell, and upsell initiatives across a portfolio of global clients and multiple geographies. The position partners closely with global sales teams, Client Success, Product, and other key stakeholders to deliver consistent, value-driven results, while also collaborating with hyperscaler partners (e.g., AWS, Microsoft Azure, Google Cloud) to co-sell, co-innovate, and expand solution reach within enterprise accounts.

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 Senior Global Account Executive serves as a strategic advisor, aligning data, AI, and agentic workflow solutions to measurable business outcomes. This role is responsible for driving renewal, win-back, cross-sell, and upsell initiatives across a portfolio of global clients and multiple geographies. The position partners closely with global sales teams, Client Success, Product, and other key stakeholders to deliver consistent, value-driven results, while also collaborating with hyperscaler partners (e.g., AWS, Microsoft Azure, Google Cloud) to co-sell, co-innovate, and expand solution reach within enterprise accounts.

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 Global Account Manager for Banking is responsible for managing, retaining, and expanding a portfolio of large, complex global accounts with operations across multiple geographies. This role owns the global commercial relationship, drives revenue growth through renewals, upsell, cross-sell, and solution expansion, and ensures consistent value delivery across regions. The Global Account Manager acts as a trusted advisor to senior client stakeholders, coordinating internal regional sales teams, client success, product, and delivery resources to execute global account strategies that support long‑term customer success and sustainable company growth.