Client Success Advisor in United States

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

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

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As a SLED Customer Success Manager (CSM), Public Sector at Vanta you will help manage our most complex, high-valued State Government, Local Government, and Education (SLED) accounts. You will act as a trusted advisor, driving value realization, retention, and growth through strategic planning, executive alignment, and cross-functional collaboration. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. Vanta for Government is Vanta’s AI-powered platform that helps government agencies and vendors protect mission data, manage risk, streamline compliance, and build trust – faster and with less manual work. Vanta’s public sector efforts are growing quickly and this is an exciting opportunity to join a new team dedicated explicitly to public sector sales and customer success. We are looking for a passionate, results-oriented, and collaborative CSM who has a proven track-record of managing high-value public sector accounts, leading to customer satisfaction, renewals, and expansion. What you’ll do as SLED Customer Success Manager, Public Sector: Manage high-touch, SLED accounts serving as the primary client advocate and success owner. Drive cross-functional coordination across multiple teams – including Product, Engineering, Security, and Legal – to ensure the successful onboarding, delivery, and implementation of Vanta at key accounts. Serve as a trusted advisor to customers, aligning Vanta’s roadmap and security outcomes with mission needs, industry trends, and executive-level priorities. Partner with Public Sector Account Managers to co-build and execute mu

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in Seattle, WA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Have

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in San Francisco, CA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role

About the team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Has 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Has experience managing advertiser or agency r

We are Datadog's in-house product experts. The technical solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. A Technical Account Manager (TAM) will continue to provide hands-on technical services to our largest customers by supporting, adopting and providing guidance over the comprehensive suite of products and features available at Datadog. A TAM is held in high regard as an expert and trusted advisor for how IT Operations translates to business value. 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: Advise on technical support and product adoption for customers in line with pre-sales, post-sales and the renewal processes Analyze customer’s IT Operations environment on a regular basis and provide recommendations that will maximize Datadog’s value. Be the customer’s advocate by knowing their goals and use cases then suggesting process changes, product adoption, configuration and additional features to meet their requirements Participate and prepare for Monthly and Quarterly Business Reviews with customers Collaborate with Datadog’s product management, engineering and technical services teams to help identify new features and products Continuously evolve best practice to technical product adoption and customer success Who You Are: Someone with a solid technical grounding and hands-on experience of IT Operations Confident in your hands on experience AWS, Azure or GCP Comfortable scripting languages like Python, Javascript, Ruby, Perl, Go, PHP, or Chef/Puppet etc. Skilled in using CI/CD tools e.g. Jenkins, Gitlab etc. Knowledgeable about Containerization tools e.g. Docker, Kubernetes or Rancher etc. Able to sit up to 4 hours, traveling to and from client sites A

We are Datadog's in-house product experts. The technical solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. A Technical Account Manager (TAM) will continue to provide hands-on technical services to our largest customers by supporting, adopting and providing guidance over the comprehensive suite of products and features available at Datadog. A TAM is held in high regard as an expert and trusted advisor for how IT Operations translates to business value. 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: Advise on technical support and product adoption for customers in line with pre-sales, post-sales and the renewal processes Analyze customer’s IT Operations environment on a regular basis and provide recommendations that will maximize Datadog’s value. Be the customer’s advocate by knowing their goals and use cases then suggesting process changes, product adoption, configuration and additional features to meet their requirements Participate and prepare for Monthly and Quarterly Business Reviews with customers Collaborate with Datadog’s product management, engineering and technical services teams to help identify new features and products Continuously evolve best practice to technical product adoption and customer success Who You Are: Someone with a solid technical grounding and hands-on experience of IT Operations Confident in your hands on experience AWS, Azure or GCP Comfortable scripting languages like Python, Javascript, Ruby, Perl, Go, PHP, or Chef/Puppet etc. Skilled in using CI/CD tools e.g. Jenkins, Gitlab etc. Knowledgeable about Containerization tools e.g. Docker, Kubernetes or Rancher etc. Able to sit up to 4 hours, traveling to and from client sites A

We are Datadog's in-house product experts. The technical solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. A Technical Account Manager (TAM) will continue to provide hands-on technical services to our largest customers by supporting, adopting and providing guidance over the comprehensive suite of products and features available at Datadog. A TAM is held in high regard as an expert and trusted advisor for how IT Operations translates to business value. 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: Advise on technical support and product adoption for customers in line with pre-sales, post-sales and the renewal processes Analyze customer’s IT Operations environment on a regular basis and provide recommendations that will maximize Datadog’s value. Be the customer’s advocate by knowing their goals and use cases then suggesting process changes, product adoption, configuration and additional features to meet their requirements Participate and prepare for Monthly and Quarterly Business Reviews with customers Collaborate with Datadog’s product management, engineering and technical services teams to help identify new features and products Continuously evolve best practice to technical product adoption and customer success Who You Are: Someone with a solid technical grounding and hands-on experience of IT Operations Confident in your hands on experience AWS, Azure or GCP Comfortable scripting languages like Python, Javascript, Ruby, Perl, Go, PHP, or Chef/Puppet etc. Skilled in using CI/CD tools e.g. Jenkins, Gitlab etc. Knowledgeable about Containerization tools e.g. Docker, Kubernetes or Rancher etc. Able to sit up to 4 hours, traveling to and from client sites A

We are Datadog's in-house product experts. The technical solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. A Technical Account Manager (TAM) will continue to provide hands-on technical services to our largest customers by supporting, adopting and providing guidance over the comprehensive suite of products and features available at Datadog. A TAM is held in high regard as an expert and trusted advisor for how IT Operations translates to business value. 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: Advise on technical support and product adoption for customers in line with pre-sales, post-sales and the renewal processes Analyze customer’s IT Operations environment on a regular basis and provide recommendations that will maximize Datadog’s value. Be the customer’s advocate by knowing their goals and use cases then suggesting process changes, product adoption, configuration and additional features to meet their requirements Participate and prepare for Monthly and Quarterly Business Reviews with customers Collaborate with Datadog’s product management, engineering and technical services teams to help identify new features and products Continuously evolve best practice to technical product adoption and customer success Who You Are: Someone with a solid technical grounding and hands-on experience of IT Operations Confident in your hands on experience AWS, Azure or GCP Comfortable scripting languages like Python, Javascript, Ruby, Perl, Go, PHP, or Chef/Puppet etc. Skilled in using CI/CD tools e.g. Jenkins, Gitlab etc. Knowledgeable about Containerization tools e.g. Docker, Kubernetes or Rancher etc. Able to sit up to 4 hours, traveling to and from client sites A

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. We are looking for an Account Executive based in Chicago to join our Sales and Go-to-Market team, reporting to the Regional Director. The Zscaler Sales and Go-to-Market team is a global group of professionals passionate about driving a secure, cloud-enabled digital future. You will demonstrate the power and agility of Zscaler cloud transformation to the world while cementing our position as the global leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with our teams to meet customer needs and contribute to account planning Be a trusted advisor, understanding client businesses and aligning Zscaler solutions with their goals Who You Are (Success Profile) You thrive in ambiguity. You're comfortable building the path as you walk it. You

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. We are looking for an Account Executive based in California to join our Sales and Go-to-Market team, reporting to the Regional Director. The Zscaler Sales and Go-to-Market team is a global group of professionals passionate about driving a secure, cloud-enabled digital future. You will demonstrate the power and agility of Zscaler cloud transformation to the world while cementing our position as the global leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with our teams to meet customer needs and contribute to account planning Be a trusted advisor, understanding client businesses and aligning Zscaler solutions with their goals Who You Are (Success Profile) You thrive in ambiguity. You're comfortable building the path as you walk it. Y