Client Success Advisor
đ¨đŚ Canada
CRM
Management
Salesforce
Account Management
Sales
Backend
HR
Customer Support
Client Success Advisor
from đ¨đŚ Canada
Are you ready to join the future of work?
Our vision of the future of work isâWork In Any Wayâwhich offers flexibility for where you work, empowers you to define your ideal work environment, unbound by the traditional notions of what work should look like. Most importantly, it puts people first!
We are recruiting for aClient Success Advisor who plays a pivotal role in fostering longâterm, strategic relationships with clients. Maintaining a portfolio of 20-25 clients, you will ensure your clients achieve desired outcomes through our services. This role bridges client needs with internal delivery capabilities, driving satisfaction, retention, product adoption, and advocacy. Â
 Key Responsibilities:
Manage midâcomplexity client accounts, acting as the primary point of contact for operational and serviceârelated matters.Â
Translate client goals into longâterm success plans covering outcomes, risks, governance, and adoption.Â
Provide structured analysis for commercial teams, supporting renewal conversations, forecasting, and upsell readiness.Â
Educate clients on advanced product capabilities, roadmap items, and best practices to maximize adoption and value.Â
Support clients in scoping exercises, ensuring a high probability of converting opportunities into revenue.Â
Maintain and support CRM activities in Salesforce to provide visibility of client KPIs.Â
Maintain operating and seniorâlevel relationships (CHRO/CFO, VPs, Directors, Global Mobility, etc.).Â
Analyze patterns of risk across countries, service lines, or stakeholders.Â
Oversee endâtoâend governance of portfolio delivery, ensuring compliance with contractual obligations and service standards.Â
Lead business reviews, and multiâstakeholder planning sessions. Â
Experience & QualificationsÂ
4Â yearsâ experience in a client success operational role; customer success, account management
Demonstrated use of data in building success/interaction plans.Â
History of customer growth/satisfaction, and operational KPIs.Â
Strong executive-level communication and negotiation skills.Â
Experience working globally and managing moderately complex client portfolios.Â
HR/workforce solutions experience is strongly preferred. Â
Who we are and what we do:Â
Safeguard Global enables expansion without the risk! We help 1500+ companies recruit, hire, manage, and pay employees in 170+ countries. Join us to meet diverse talent, explore new cultures, and connect with amazing folks from around the globe. âď¸
Our Global BenefitsÂ
Autonomy & Flexibility (Work in Any Way): Remote first, with the flexibility to include school runs and gym breaks in your schedule all while maintaining a high standard of work.
Reward & Recognition Program: Be rewarded for your success and championing our values. Â
Corporate bonus/SIP: All Guardians are eligible for our annual bonus scheme or sales incentive plan.Â
Coworking Space: Need to meet with a client, utilize admin services or just get out of the house? Weâve got you covered with flexible workspace options based on location.
Why become a Guardian:Â
â Our 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.
âď¸ International Environment: Grow your network internationally and collaborate across the world. Interact, discover cultures, and tap into local expertise. Â
đLearning: We support your continuous growth by providing access to 2 learning platforms, where you can learn at your own pace.Â
Next Steps:Â
To express your interest, 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.Â
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At Safeguard Global, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and Guardians.Â









