Client Success Advisor

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Safeguard Global

1001 - 5000 employees

🤝 B2B

📋 Compliance

👥 HR Tech

💰 Venture Round on 2019-05

B2B • Compliance • HR Tech

Safeguard Global is a company that provides services and solutions to aid businesses in expanding and managing their workforce internationally. They specialize in global payroll, workforce solutions, and providing compliance expertise to ensure businesses adhere to different regulatory requirements around the world. Their goal is to help businesses operate globally with ease, offering support in navigating complex international employment issues.

📋 Description

• Manage mid‑complexity client accounts, acting as the primary point of contact for operational and service‑related matters. • Translate client goals into long‑term success plans covering outcomes, risks, governance, and adoption. • Provide structured analysis for commercial teams, supporting renewal conversations, forecasting, and upsell readiness. • 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. • Maintain and support CRM activities in Salesforce to provide visibility of client KPIs. • Maintain operating and senior‑level relationships (CHRO/CFO, VPs, Directors, Global Mobility, etc.). • Analyze patterns of risk across countries, service lines, or stakeholders. • Oversee end‑to‑end governance of portfolio delivery, ensuring compliance with contractual obligations and service standards. • Lead business reviews, and multi‑stakeholder planning sessions.

🎯 Requirements

• 4 years’ experience in a client success operational role; customer success, account management • Demonstrated use of data in building success/interaction plans. • History of customer growth/satisfaction, and operational KPIs. • Strong executive-level communication and negotiation skills. • Experience working globally and managing moderately complex client portfolios. • HR/workforce solutions experience is strongly preferred.

🏖️ Benefits

• 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. • Corporate bonus/SIP: All Guardians are eligible for our annual bonus scheme or sales incentive plan. • Coworking Space: Need to meet with a client, utilize admin services or just get out of the house? We’ve got you covered with flexible workspace options based on location.

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