[Hiring] Client Success Advisor @Safeguard Global

Role Description

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.

• Manage a portfolio of 20–50 clients utilizing 1–2 services.
• Partner 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.
• 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.
• 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.
• Identify retention risks by analyzing patterns across countries, service lines, and stakeholders; execute client “save” motions to protect renewals and restore confidence.
• Oversee end-to-end governance of portfolio delivery, ensuring compliance with contractual obligations and service standards.
• Lead business reviews and multi stakeholder planning sessions.

Qualifications

• 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.
• 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.

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.
• 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.
• Human centered culture: We emphasize the people factor in everything we do.
• Learning: We support your continuous growth by providing access to 2 learning platforms, where you can learn at your own pace.

Company Description

Safeguard Global is a global company that enables global expansion without the risk by helping 1,500+ customers recruit, hire, manage, and pay employees in nearly 190 countries.