Diligent
Diligent•1h ago
Career Pages

Client Success Advisor

Washington, DC
Full Time
Mid Level
99000-124000

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Qualifications

10/10 matched

Experience Level: Mid Level

  • 2–4+ years' experience in a client-facing role such as Client Success, Advisory, Account Management, or similar within a B2B, SaaS, or data-driven environment
  • Strong stewardship expertise with hands-on familiarity in director compensation and board composition data - including incentives, independence, tenure, diversity, and committee structures
  • Experience using stewardship or governance data for voting analysis, governance assessments, or engagement reporting
  • Proven ability to translate complex datasets and analytics into clear, client-relevant insights that drive business value
  • Excellent communication and presentation skills, with confidence discussing governance frameworks, market practices, and data methodologies with senior stakeholders
  • Demonstrated collaboration skills across Sales, Product, and Research teams, with an ability to influence outcomes and ensure exceptional client experiences
  • Exposure to client retention, renewals, or expansion processes (direct ownership a plus)
  • Comfortable working in a fast-paced, data-driven environment with multiple clients and competing priorities
  • Experience working with CRM systems (e.g. Salesforce) and familiarity with engagement or usage analytics
  • Highly organized, resilient, and proactive - able to balance detailed stewardship discussions with big-picture client success goals

Full Job Description

Join Diligent, a premier Governance, Risk, and Compliance (GRC) technology company renowned for its market-leading SaaS platforms delivering critical intelligence data. As a Client Success Advisor in Washington, DC, you will be instrumental in driving client retention and adoption. You'll serve as a trusted advisor, ensuring our DMI solutions are seamlessly integrated into client workflows and proactively identifying opportunities for account expansion. This is a hybrid, full-time role.

Company

Diligent

Diligent

Diligent is the leading global provider of Governance, Risk, and Compliance (GRC) SaaS solutions. With over 1 million users across 23,000 organizations worldwide, Diligent is a market leader valued at...

Washington, DC
Posted on Career Pages
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