Diligent · 2 days ago
Client Success Advisor
Washington, DC
Full-time
Hybrid
Entry, Mid Level
$99K/yr - $124K/yr
2+ years expDiligent is a leader in governance, risk, and compliance SaaS solutions. The Client Success Advisor will maximize long-term client value, drive retention outcomes, and increase adoption of the intelligence platform while acting as a trusted advisor to senior stakeholders.
Business IntelligenceCollaborationComplianceData CenterInformation TechnologyMeeting SoftwareMessagingRisk ManagementSaaSSoftware
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
Qualification
Required
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
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 GroupAccel,Matrix
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