Lead Associate - Client Success Domestic Representative

WTW•Miami, FL

About The Position

As a Lead Associate, Client Success, you’ll be instrumental in supporting and expanding our client relationships across a diverse portfolio of our domestic/midmarket clients. This client-facing role combines elements of client success management, customer care and commercial responsibilities to deliver exceptional value across our market-leading survey and data solutions. You will guide clients through every stage of their journey from survey participation to platform adoption, ensuring a seamless experience across phone, email, and digital platforms. You’ll proactively support retention and engagement through outreach, order management, and technical troubleshooting, while also assisting with CRM accuracy and client engagement efforts. Your insights and relationship-building skills will directly impact client satisfaction, retention, and the growth of our business. The Role As a Lead Associate, you will be the primary point of contact for your clients, building strong relationships and understanding their data and engagement needs. You’ll guide them through the full lifecycle of our survey and data offerings, from participation through ordering, ensuring a seamless, value-driven experience. You'll identify opportunities to grow existing relationships, collaborating with internal teams to deliver tailored solutions. You’ll also monitor client success metrics, share insights with product and research teams, and stay up to date on best practices to provide timely, relevant guidance. Your work will be essential to strengthening client partnerships and driving WTW’s growth. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Requirements

Survey participation retention and growth
Orders and revenue secured
Multi-year agreements
Client satisfaction
Data accuracy
Client relationship management
Excellent written and verbal communication
Active listening
Growth mindset
Attention to detail

Responsibilities

Drive and monitor continuous survey participation efforts, including regular outreach via email and phone.
Execute survey participation solicitation campaigns during peak cycles.
Provide support for general participation questions, including access to survey materials, participant lists, job matching, and portal login assistance.
Deliver consistent and timely support with platform training and tutorials.
Collaborate with internal teams to align on participation strategies and ensure high completion rates.
Keep an impeccable record of client contacts, roles, progress, due dates and progress to completion in the survey management system.
Perform proactive outreach to help achieve client retention and revenue goals.
Identify opportunities to enrich client relationships and expand our footprint through upselling and cross-selling, focusing on renewals and additional product offerings.
Assist in managing and nurturing long-term client relationships to foster repeat business and ensure high renewal rates.
Collaborate with internal teams to align account strategies and support revenue growth within key client accounts.
Assist with platform access and navigation, including troubleshooting login issues and resolving account lockouts.
Conduct client training of key platforms such as the Participation Portal and Compensation Software.
Provide support on downloading surveys and directing clients to the right resources for accessing data and position information.
Assist with job matching by researching and suggesting potential positions based on client specifications and SME input.
Drive measurable improvements in NPS scores and client feedback scores for assigned clients and indirectly for the North America client base.
Maintain and update client and contact records to ensure data accuracy, completeness, and consistency within the CRM system.
Monitor and manage data quality by identifying and resolving duplicates, incomplete records, and outdated information.
Perform regular audits and data hygiene initiatives to ensure CRM integrity and usability.