Client Success Advisor

Job Overview

com Role Summary The Client Success Advisor owns the ongoing relationship for a portfolio of clients. This is a proactive, commercially oriented role responsible for client retention, account growth, tier alignment, and internal delivery accountability.

Responsibilities Own and manage a portfolio of high-value client accounts. Conduct structured client touchpoints. Each meeting should include a prepared agenda with data-driven recommendations covering performance, security, accessibility, and SEO.

Job Description

Identify and close expansion opportunities within existing accounts, including tier upgrades, development retainers, and additional project work. Monitor client consumption relative to plan scope.

Step into active Client Specialist conversations when broader commercial opportunities or tier mismatches are identified, even when the ticket is already in progress. Hold delivery teams accountable on quality and timeliness.

Flag risks early and escalate directly before issues surface in client-facing meetings. Lead monthly client review meetings. Ensure all presented work meets quality and timeline commitments.

Manage difficult client conversations regarding scope, pricing adjustments, and expectation resets. Coordinate with delivery, support, and development teams on larger engagements. Maintain ownership of the client relationship throughout.

Act on tier upgrade signals surfaced by the support team. Convert qualified opportunities. Qualifications 4+ years managing client relationships in a B2B services or agency environment.

Strong experience with WordPress and web technology services, and their impact on client KPIs (ie. understanding how improving site organization can improve lead generation). Demonstrated ability to identify and close account expansion opportunities.

Key Responsibilities

• This is a proactive, commercially oriented role responsible for client retention, account growth, tier alignment, and internal delivery accountability.
• Responsibilities Own and manage a portfolio of high-value client accounts.
• Address misalignment directly and manage tier upgrade conversations when usage consistently exceeds plan coverage.
• Hold delivery teams accountable on quality and timeliness.
• Lead monthly client review meetings.
• Manage difficult client conversations regarding scope, pricing adjustments, and expectation resets.
• Coordinate with delivery, support, and development teams on larger engagements.
• Act on tier upgrade signals surfaced by the support team.

Required Skills and Qualifications

• Qualifications 4+ years managing client relationships in a B2B services or agency environment.
• Strong experience with WordPress and web technology services, and their impact on client KPIs (ie.
• Strong remote communication skills.
• Must be available during US business hours.

Work Location and Schedule

This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.

About the Company

SiteCare is the organization connected with this listing. USA Jobs Today displays this opportunity for job discovery only, so applicants should verify company details, application instructions, and eligibility on the official employer website.