Client Success Advisor

Diligent Corporation • Washington, DC

5d • $99,000 - $124,000 • Hybrid

About The Position

Diligent Market Intelligence (DMI) is a global provider of governance, shareholder, and market intelligence data delivered through SaaS platforms, data feeds, and analytics solutions. As part of Diligent, a leading Governance, Risk, and Compliance (GRC) technology company, DMI provides decision-grade intelligence that helps asset managers, investment banks, law firms, and advisors anticipate risk, engage shareholders, and make informed strategic decisions.
Our clients rely on DMI across critical workflows including activism defense, shareholder engagement, corporate governance benchmarking, proxy voting analysis, reporting, executive compensation evaluation, and emerging stewardship data capabilities.
This role is positioned at the center of DMI’s next phase of customer growth and retention. You will play a critical role in maximizing long-term client value, driving retention outcomes, increasing adoption of our evolving intelligence platform, and identifying strategic expansion opportunities across existing accounts.
As a Client Success Advisor, you will act as a trusted advisor to senior stakeholders, ensuring DMI solutions are embedded in client workflows while strengthening long-term partnerships across our global customer base.
The Client Success Advisor is responsible for driving retention, adoption, and identifying expansion across existing accounts within the Diligent Market Intelligence product portfolio. Success is measured through gross and net revenue retention, product adoption, customer satisfaction, and identifying expansion opportunities.
This role works closely with the Account Executives and Customer Success Managers, managing the post-sale lifecycle from onboarding, building strong executive relationships and aligning DMI intelligence solutions to customer business priorities. The role requires strong commercial acumen, executive-level communication skills, customer advisory capability, and the ability to translate complex data capabilities into measurable business value.

Requirements

• 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

Responsibilities

• Serve as a trusted advisor to clients, helping them understand and apply stewardship data - particularly director compensation and board composition - to support their governance and engagement objectives.
• Support client retention and engagement by ensuring smooth onboarding, proactive adoption, and meaningful, value-driven interactions throughout the client lifecycle.
• Deliver platform walkthroughs, data demonstrations, and training sessions tailored to client use cases, ensuring DMI data is effectively embedded in daily workflows.
• Work collaboratively within the Client Success Advisor team to manage a high volume of daily client queries through a dedicated support channel, frequently compiling bespoke datasets to address individual client needs.
• Translate complex data and methodologies into actionable insights, clearly explaining metrics such as pay structures, incentives, board diversity, and committee composition.
• Partner closely with Account Executives and Customer Success Managers to support client renewals, identify expansion opportunities, and highlight areas of additional value.
• Collaborate with Product, Research, Engineering, and Editorial teams to communicate client feedback, influence product enhancements, and ensure alignment between client needs and product strategy.
• Monitor account engagement, platform utilization, and client satisfaction metrics to proactively address risks and drive retention.
• Maintain accurate client documentation, engagement notes, and health indicators in CRM systems (e.g. Salesforce) to ensure transparency and accountability across teams.

Benefits

• Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
• We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed