The Client Success Advisor is responsible for building strong, lasting relationships with clients to ensure they achieve their desired outcomes with our products or services. This role combines customer service, strategic consulting, and account management to maximize customer satisfaction, retention, and growth. The Senior CSA is a demonstrated leader who collaborates with internal and external clients, cultivating relationships, confirming value, and building a path for partnerships and future business opportunities. They are expected to handle a high volume of work with attention to detail. Daily responsibilities will include leading high-profile executive interactions in person or via camera-led sessions, detailed documentation, and follow-up and managing time and content-sensitive items with high accuracy. In addition, the Senior CSA is a problem solver and a forward thinker who will hold the line for the business while advocating for their clients' needs. The ideal candidate is proactive, customer-focused, and passionate about delivering exceptional client experiences. Essential Duties and Responsibilities Serve as the main point of contact for a portfolio of clients, ensuring their questions, concerns, and needs are promptly addressed. Guide clients through the onboarding process, ensuring they are set up for success and equipped to use the product or service effectively. Build and maintain strong client relationships, acting as a trusted advisor to understand their goals and challenges. Anticipate potential client issues, resolve problems proactively, and escalate critical concerns when necessary. Monitor client usage, engagement, and satisfaction metrics to identify trends, risks, and opportunities for improvement. Provide insights, recommendations, and best practices tailored to each client’s needs to help them achieve their business objectives. Collaborate with the sales team to identify upsell opportunities and ensure contract renewals. Act as the voice of the customer, sharing feedback with internal teams to drive continuous improvement in product offerings and processes.