Ensure clients are fully engaged and realizing measurable value from our products and services
Lead strategic, outcome-focused conversations centered on adoption, value realization, and business impact
Plan and execute high-impact Quarterly Business Reviews
Translate data, insights, and trends into clear, relevant recommendations for client decision-makers
Proactively identify and mitigate risk within the client portfolio to protect retention
Collaborate with Sales to surface expansion opportunities once value has been established
Share insights and feedback to help the organization scale best practices and improve the client experience
Maintain accurate documentation of client activity, risks, and success plans in CRM systems

6+ years of experience in Client Success, Account Management, Consulting, or a related client-facing role in a B2B environment
Proven ability to manage complex, strategic client relationships
Strong executive presence with experience leading senior-level client conversations
Demonstrated success driving retention, adoption, and measurable client outcomes
Analytical mindset with the ability to translate data into insights and recommendations
Strong collaboration skills across Sales, Product, Support, and other internal teams.

Client Success Director – RE Broker Solutions

Key skills