Client Success Executive

When you join SBI, The Growth Advisory, as a Client Success Executive (CSE) you are joining a firm that is on the forefront of driving innovative (B2B) go-to market transformations helping clients solve their revenue growth challenges.

The Client Success Executive focuses on orchestrating the delivery of our SBI Pro service - ensuring client satisfaction, driving retention, and supporting account expansion. Our mission is to deliver a white-glove, executive-worthy experience helping revenue leaders navigate their growth priorities. The CSE will partner closely with Growth Advisors, Partners, and Subject Matter Experts to help deliver insights on how clients can grow their businesses. Day-to-day the CSE will engage with clients, understand their business priorities, and align the various SBI Pro service elements to enable clients.

You will work from your home office. Your goal will be to ensure that our relationships with clients remain strong, profitable, and enduring.

Experience and Requirements

Ideal candidates will have a minimum of 3-5 years of experience preferably within a professional services setting. Candidate experience should include:

o Successful track record within Account Management and/or Customer Success roles.

o Experience in building successful senior-level business relationships and facilitating conversations at all levels, including the C-suite experience.

o Relevant business experience in demonstrating a commercial mindset and an understanding how to drive renewal conversations and relationships.

o Proficiency in understanding and driving conversations across revenue growth, sales, and marketing disciplines.

o The ability to work in a high-energy, fast-paced environment, collaborating with other divisions to achieve strong results.

o Strong customer service, communication, collaboration, prioritization, critical thinking and influencing skills

o Comfort taking ownership over tasks, projects, and activities with an eye towards finding improvements.

o Bachelor’s degree

CCPA Notice for California applicants: 

https://sbigrowth.com/ccpa-and-cpra