Client Success Advisor

Why join Safeguard Global? 👀

We want to help you “work in any way” — that means making time for family, commitments, and life outside of work so that you can have the best of both worlds. When you own what you do and are driven to deliver, you have the flexibility to decide where and how you work. 🚀

Our roles aren’t just remote and hybrid first—they break free from the traditional ways of doing things, paving a way for a job that works for you. ✅

The role in a nutshell:

The Client Success Advisor plays a critical role in building and sustaining strong, long‑term relationships across a portfolio of small to mid‑sized clients who currently leverage a limited set of Safeguard Global services but demonstrate meaningful near‑term growth potential. As the client’s primary point of contact, the Advisor develops a deep understanding of each client’s business, translating their goals into actionable plans that drive satisfaction, retention, product adoption, and expansion. Managing a portfolio of 20–50 clients utilizing 1–2 services, the Client Success Advisor partners cross‑functionally to ensure successful service delivery, mitigate risks, and identify opportunities that support both client success and Safeguard Global’s revenue growth.

How you will make a difference:

• Establish client relationships with operating and senior level contacts (CHRO/CFO, VPs, Directors, Global Mobility, etc.) for each account within assigned client portfolio.
• Develop a deep understanding of each client’s business model, priorities, and long‑term goals, and translate that insight into success plans that drive meaningful outcomes. This includes defining desired results, identifying risks, establishing governance, and guiding adoption—ultimately turning client needs into actionable initiatives that strengthen partnership value and support revenue growth.
• Provide timely and accurate response to client queries using all appropriate communication methods and ensuring documentation in customer service tool while maintaining CRM activities in Salesforce to provide visibility of client KPIs.
• Develop and demonstrate a holistic understanding of Safeguard Global’s service suite to educate clients on advanced product capabilities, roadmap items, and best practices to maximize adoption and value.
• Support clients in scoping exercises, ensuring a high probability of converting opportunities into revenue. Provide structured analysis for commercial teams, supporting renewal conversations, forecasting, and upsell/cross sell readiness.
• Identify retention risks by analyzing patterns across countries, service lines, and stakeholders; then execute client “save” motions (early warning flags, intervention plans, service recovery, executive sponsor engagement, and escalation governance) to protect renewals and restore confidence through cross‑functional corrective actions.
• Oversee end-to-end governance of portfolio delivery, ensuring compliance with contractual obligations and service standards.
• Lead business reviews, and multi stakeholder planning sessions.

What will give you an advantage:

• Strong relationship‑building and client partnership skills; able to establish trust with operating‑level client stakeholders.
• Solid communication skills (written, verbal, and virtual) with ability to simplify complex information for clients.
• Effective prioritization and time‑management across a dynamic client portfolio.
• Foundational account governance skills, including documenting client goals, risks, and success drivers.
• Ability to interpret operational data and apply insights to improve client outcomes.
• Problem‑solving capability and comfort working cross‑functionally to resolve issues.
• Growth‑oriented mindset; able to identify opportunities that support product adoption and client value.
• High attention to detail, CRM discipline, and consistency in documentation.
• Experience in a service delivery and/or account management role with focus on client relationship and growth (customer support, operations, HR/payroll admin, or related fields preferred).
• Familiar with upselling techniques for products or services
• Demonstrated use of data in building account plans.
• History of customer growth/satisfaction, and operational KPIs.
• Strong communication and negotiation skills.
• Global client exposure, experience working in multinational environments a plus.
• Bachelor’s degree preferred
• Experience with human resource, payroll or accounting solutions experience strongly preferred.

Who we are and what we do: 

Safeguard Global is…global! We enable global expansion without the risk by helping 1,500+ customers recruit, hire, manage, and pay employees in nearly 190 countries. Join us to meet diverse talent, explore new cultures, and connect with amazing folks from around the globe. 🌎

Our Global Benefits 

• 👨‍💻 Autonomy and Flexibility (work in any way): Remote first, with the flexibility to include life needs like school runs and gym breaks in your schedule, all while maintaining a high standard of work.
• 🌴 Generous leave: Enjoy a competitive leave package including paid bonding leaves for new additions to your family   
• 🎁 Make a difference: Get 2 paid charitable days off to contribute to causes you believe in
• 💰 Corporate bonus/SIP: All Guardians are eligible for our annual bonus scheme or sales incentive plan. 
• ✈️ International environment: Grow your network internationally and collaborate across the world. Interact, discover cultures, and tap into local expertise.  
• ⭐ Human centered culture: We emphasize the people factor in everything we do. Our nurturing culture ensures your ideas reach our leaders and your contributions get the recognition they deserve.
• 📚 Learning: We support your continuous growth by providing access to 2 learning platforms, where you can learn at your own pace. 

Next Steps: 

To apply, please click on the following link. We wish you the best with your application. Our Guardian promise to you is to keep in touch to arrange the next stage should your application meet the position's requirements, and or a gentle update if you have been unsuccessful at this time. 

Welcome to the Future of Work! 🌐

At Safeguard Global, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and Guardians.

Originally posted on Himalayas