
Senior Client Advocate
1 day ago
The successful candidate will serve as the main point of contact for all client communication, meetings, and escalations.
Primary Responsibilities:
- Client Ownership & Relationship Management
- Develop and maintain long-term relationships with key client stakeholders through regular onsite engagement and proactive support.
- Participate in client planning, strategy, and rollout sessions to ensure alignment with operational objectives.
- Onboarding & Implementation
- Lead the full client onboarding lifecycle, including platform setup, configuration, and training delivery.
- Provide comprehensive onboarding for new client staff, ensuring continuity in platform knowledge and usage.
- Support internal client change management and training during organizational events or new initiative rollouts.
- Collaborate closely with the client's Solutions, Product, and Support teams to troubleshoot issues and manage technical resolutions.
- Client Enablement & Platform Advocacy
- Encourage and drive regular usage of the platform by promoting relevant features and best practices.
- Participate in client events and live implementations to support system usage and address real-time questions.
- Track and report on key success metrics, usage patterns, and feedback to improve overall customer experience.
- Cross-Functional Collaboration
- Liaise with the client's internal teams to deliver feedback, surface feature requests, and align product capabilities with client goals.
- Maintain detailed documentation of all customer interactions, training logs, issue tracking, and system changes.
- Collaborate with regional and global peers to share learnings and standardize best practices.
- Minimum 3 years of experience in Customer Success, Implementation, or Account Management within SaaS or enterprise environments.
- Proven ability to manage high-touch clients and act as an embedded resource within client teams.
- Strong technical acumen; able to provide first-line troubleshooting and coordinate issue resolution with product/engineering teams.
- Excellent interpersonal, verbal, and written communication skills.
- Strong project management and organizational abilities.
- Bachelor's degree or equivalent in Business, IT, Communications, or related field.
- Experience working with or supporting government entities or regulated environments.
- Ability to work independently and represent the organization with professionalism and credibility.
- Understanding of customer success metrics and usage tracking tools.
- Experience with implementing B2B SaaS platforms and working with cross-functional internal teams.
- Familiarity with customer success metrics such as NPS, CSAT, adoption rate, and time to value.
- Previous experience in a high-growth, startup, or tech-forward organization.
- Exposure to tools like Salesforce, Intercom, Looker, or similar platforms.
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