To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

 

Job Title: Client Success and Experience Manager

 

About the Company:

Our client is a global practitioner-built internal audit and risk advisory firm led by former CAEs and Big Four alumni. They deliver co-sourced internal audit, EQA conformance, SOC 2 readiness, ERM, fraud risk management, SOX compliance, cybersecurity, and AI governance. They are an IIA Authorized Licensee and a NASBA-accredited CPE provider.

 

Job Description:

Our client is seeking a high-acumen Client Success and Experience Manager to own the post-engagement relationship for advisory and CPE clients. This is not a passive account management role. You will proactively deliver value, articulate the firm's value proposition at every client touchpoint, identify expansion opportunities, and operate as a strategic advisor to clients navigating their internal audit and risk priorities. You bring a consultative sales mindset, a planning-first orientation, and the professional presence to engage comfortably with CAEs, CFOs, and audit committee members.

 

Responsibilities of the role:

• Own the post-engagement client relationship; serve as a proactive strategic advisor, not just a point of contact.

• Develop and execute account plans for active advisory clients: map stakeholders, define goals, and establish measurable value milestones.

• Conduct structured milestone check-ins; surface unmet needs, articulate value delivered to date, and position the next logical step.

• Manage engagement closeout with discipline: collect feedback, document lessons learned, and present a forward-looking proposal for continued partnership.

• Maintain a client health scoring model; surface at-risk relationships proactively and brief the CEO before they escalate.

• Identify expansion and upsell or cross-sell opportunities; brief the business development team with context and a recommended approach.

• Maintain CRM records with current contact status, relationship notes, sentiment indicators, and pipeline flags.

• Own the subscriber lifecycle for Fieldwork Fridays and NASBA CPE programs from registration through certificate delivery.

• Identify high-engagement CPE subscribers for advisory pipeline hand-off; own the warm introduction process.

 

Required Experience and Qualifications:

• 3-6 years in client success, account management, or strategic advisory in a B2B professional services environment

• Consultative sales mindset: always articulating value, identifying needs, and positioning the next logical step

• Executive presence; comfortable engaging CAEs, CFOs, audit committee members, and senior operations leaders

• Strong strategy and planning skills; able to build and execute account plans with defined outcomes

• Professional-level English, written and verbal; able to produce polished client-facing communications independently

 

Preferred Skills:

• Background in internal audit, risk advisory, consulting, or professional services

• Experience managing CPE subscriber communities or professional development programs

• Familiarity with CRM platforms and structured relationship management disciplines

• Understanding of internal audit quality, ERM, or governance frameworks

 

Personality:

• High-acumen

• Planning-first orientation

• Consultative sales mindset

• Professional presence

 

Software & Tools:

• CRM platforms

 

Schedule:

Part-time or full-time capacity available

All work performed remotely via video conference and email

US time zone overlap required

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.