Diligent · 12 hours ago
Lead Client Success Advisor
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$130K/yr - $160K/yr
12+ years expDiligent is an AI leader in governance, risk, and compliance (GRC) SaaS solutions. The Lead Client Success Advisor will drive client retention and expansion by developing strategic account plans, serving as a subject matter expert, and collaborating with various teams to enhance the GRC platform.
Business IntelligenceCollaborationComplianceData CenterInformation TechnologyMeeting SoftwareMessagingRisk ManagementSaaSSoftware
Responsibilities
Develop and execute strategic account plans and roadmaps to drive client retention and expansion within Diligent's suite of products and services
Serve as a subject matter expert on our GRC products and services and their features, functionalities, and capabilities
Establish as solution lead for the respective product line and orchestrate product overview sessions, educate clients on best practices for configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients' business processes and objectives
Identify and manage success metrics tailored to each customer and drive accountability within business reviews both internally and externally
Orchestrate seamless handovers through the customer journey from presales, professional services, and customer success, ensuring knowledge retention of critical information related to business objectives and success criteria
Conduct in-depth assessments of clients' GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals
Demonstrate effective understanding of adoption of the platform solutions to identify at-risk clients and evangelise the usage of the solutions
Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases
Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective
Qualification
Required
Self-starter mindset and ability to establish/apply a framework of how our customers identify and realise business value
Ability to establish and strengthen relationships within a matrix-organisation that drive cohesiveness towards a collective set of objectives and key results (OKRs)
Minimum of 12 years of experience in a client-facing role withing the legal, audit, risk, or compliance industry
Understanding of GRC domain, regulations, industry standards, as well as experience with software solutions and platforms
Ability to provide strategic advisory and functional level guidance to client solution champions that align to client business objectives
Extensive experience in implementing or leading implementation teams of risk, audit, or analytics solutions
Excellent communication and interpersonal skills, with the ability to effectively engage with clients and stakeholders at all levels within an organization and translate technical concepts into business terms
Strong analytical and problem-solving abilities, with the capacity to assess complex business challenges and develop solutions that drive value and automation for clients
Highly organized and detail-oriented, with the ability to manage multiple client engagements concurrently and prioritize tasks in a fast-paced environment
Willingness to travel to client sites
Benefits
Flexible work environment
Global days of service
Comprehensive health benefits
Meeting free days
Generous time off policy
Wellness programs
Company
Diligent
Diligent is the largest GRC SaaS provider, with 1M users, across 23,000 organizations, valued at $7B+ and $500 million+ in revenue.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$30MKey Investors
Clearlake Capital Group
2020-08-05Private Equity
2018-02-09Corporate Round
2016-02-16Acquired
Leadership Team
Michael Flickman
Executive Vice President and Chief Technology Officer
D
David Adkins
Vice President, Customer Success
Recent News
2026-01-16
Company data provided by crunchbase