Safeguard Global, Inc. logo

Client Success Advisor

Job Overview

Location

Canada - remote

Job Type

Full-time

Category

Marketing

Date Posted

June 18, 2026

Full Job Description

đź“‹ Description

  • • Manage a portfolio of 20–25 mid-complexity client accounts as the primary point of contact for operational and service-related matters.
  • • Translate client goals into long-term success plans that outline outcomes, risks, governance structures, and adoption strategies.
  • • Provide structured data-driven analysis to commercial teams to support renewal conversations, revenue forecasting, and upsell readiness.
  • • Educate clients on advanced product capabilities, upcoming roadmap items, and best practices to maximize product adoption and value realization.
  • • Support clients during scoping exercises to increase the likelihood of converting opportunities into revenue.
  • • Maintain and update CRM activities in Salesforce to ensure accurate visibility of client KPIs and health metrics.
  • • Build and sustain relationships with senior-level stakeholders including CHROs, CFOs, VPs, Directors, and Global Mobility leads.
  • • Analyze patterns of risk across countries, service lines, and stakeholder groups to proactively mitigate potential issues.
  • • Oversee end-to-end governance of client portfolio delivery, ensuring full compliance with contractual obligations and service standards.
  • • Lead business reviews and multi-stakeholder planning sessions to align client expectations with internal delivery capabilities.
  • • Drive client satisfaction, retention, product adoption, and advocacy through strategic relationship management.
  • • Operate within a remote-first environment with flexibility to design a work schedule that accommodates personal commitments while maintaining high performance standards.
  • • Collaborate with global teams to support clients across 170+ countries, leveraging international expertise and cultural awareness.
  • • Utilize data to build client interaction and success plans, ensuring measurable outcomes and continuous improvement.
  • • Work within HR and workforce solutions context, supporting clients navigating global employment compliance, payroll, and talent management.

🎯 Requirements

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

🏖️ Benefits

  • • Autonomy & Flexibility (Work In Any Way): Remote-first model with flexibility to integrate personal commitments like school runs and gym breaks into your schedule
  • • Reward & Recognition Program: Formal recognition and rewards for success and alignment with company values
  • • Corporate bonus/SIP: Eligibility for annual bonus scheme or sales incentive plan
  • • Coworking Space: Access to flexible workspace options for client meetings, admin tasks, or remote work needs

Skills & Technologies

Express
Remote

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Safeguard Global, Inc. logo
Safeguard Global, Inc.
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About Safeguard Global, Inc.

Safeguard Global provides global workforce management solutions including employer of record, payroll, and HR services for companies hiring across multiple countries. The company handles compliance, tax, benefits administration, and onboarding for international employees and contractors, enabling organizations to expand globally without establishing local entities. Founded in 2008, it serves technology, energy, healthcare, and other sectors across 170+ countries with cloud-based platforms and local expertise to navigate complex international employment regulations and payroll requirements.

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