Senior Customer Advocate responsible for customer interactions and technical troubleshooting. Delivering exceptional client experiences for a global B - Corp focused on meaningful connections.
About the role
- Customer Success Advocate managing relationships and client success initiatives at Global Payments. Focused on retention and satisfaction in a hybrid role with multiple U.S. locations.
Responsibilities
- Monitor Salesforce CTAs and account health indicators (e.g., revenue, transaction volume, product usage) to identify risks and take corrective action.
- Engage with clients to resolve issues, address negative feedback (CSAT/NPS), and manage cancellation requests with a focus on retention.
- Track product adoption for newly onboarded clients; provide guidance, training, and resources to remove barriers and increase usage.
- Conduct client check-ins such as mini QBRs or Payment Health Checks to optimize fee settings, promote digital adoption, and ensure continued value.
- Identify and source client success stories, case studies, and referrals to support advocacy initiatives.
- Execute targeted outreach and special projects, including email campaigns, security updates, and engagement for clients without an assigned CSM.
- Collaborate cross-functionally with Support, Product, Marketing, and Sales teams to resolve client needs and enhance overall experience.
Requirements
- 2+ years in Customer Success, Account Management, or a related client-facing role.
- Strong communication, problem-solving, and relationship-building abilities.
- Familiarity with SaaS platforms, Salesforce, and data-driven decision-making.
- Proactive, empathetic, and results-oriented with a passion for customer advocacy.
Benefits
- medical, dental and vision care
- EAP programs
- paid time off
- recognition programs
- retirement and investment options
- charitable gift matching programs
- worldwide days of service
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Senior Client Advocate at Sun Life resolving client inquiries and managing special requests. Building relationships and driving service improvements in Benefits Administration.
Client Advocate responsible for handling inquiries related to disability and leave management at Sun Life. Collaborating with HR and payroll departments to provide comprehensive support.
Senior Customer Advocate managing customer inquiries and issues for Boldr. Supporting clients with product knowledge and ensuring exceptional customer service in hybrid environment.
Customer Advocate II at Graphic Packaging managing account fulfillment, communications, and customer relationships. Ensuring timely shipments and participation in continuous improvement initiatives.
Client Advocate at Bank of America handling escalated client requests and providing exceptional care. Investigating issues, managing case reviews, and advocating for clients within established guidelines.
Senior Customer Advocate handling customer inquiries and ensuring service excellence. Collaborating with teams and providing information about products and services.
Customer Advocate for Boldr responsible for assisting clients with inquiries and providing service excellence. Collaboration with teams to resolve issues and enhance customer satisfaction is key.
Customer Advocate handling communication between network providers and adjusters to track patient progress. Responsible for managing claims and ensuring customer satisfaction through effective relationship building.
Senior Customer Advocate at Oshkosh Defense focusing on customer satisfaction and resolving issues related to parts management. Collaborating with various internal teams and leading improvement projects.