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Client Success Advisor Jobs in California (NOW HIRING)

Brainlabs

Client Partner

Los Angeles, CA · On-site

$100K - $156K/yr

And this is what success looks like in the role: * You will live our culture code every day! * You'll become an indispensable trusted, strategic adviser to your client stakeholders. * Award wins for ...

New

Whip Media

Customer Success Manager

Santa Monica, CA · On-site

As a Customer Success Manager at Whip Media, you'll be a vital partner to our diverse portfolio of ... client sites weekly. Responsibilities: * Be customer obsessed: Develop deep, trusted advisor ...

Doist

Client Director

San Francisco, CA · On-site

$150 - $210/hr

The role sits at the intersection of business development and client success: you own the customer ... Hold the Series qualifications required to work as an investment adviser representative: Series 65 ...

Delve

Client Partner

Encino, CA · On-site

Client Partner As Delve's Client Partner, you will own client success across your portfolio. You ... Serve as an advisor and a partner to the Project Managers and broader team to identify and manage ...

Baccarat

Client Advisor

Costa Mesa, CA · On-site

Work everyday a full-time Client Advisor! As an ambassador of the maison, the Client Advisor ... success. Key Responsibilities Sales Performance & Client Development * Consistently achieve or ...

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All JobsClient Success Advisor JobsClient Success Advisor Jobs in California

Client Success Advisor information

See California salary details

$20.7K

$50.6K

$84.9K

How much do client success advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success advisor in California is $50,637.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $57,700.00 per year, depending on experience, location, and employer.

What is a client success advisor?

A Client Success Advisor is a professional who works with clients to ensure they have a positive experience with a company's products or services. Their main goal is to build strong relationships, address client needs, and help clients achieve their desired outcomes. They often provide onboarding support, ongoing education, and act as a liaison between the client and internal teams. By proactively addressing concerns and identifying opportunities for improvement, Client Success Advisors help increase client satisfaction and retention.

What skills and qualifications are needed to thrive as a client success advisor?

To thrive as a Client Success Advisor, you need strong interpersonal skills, a background in customer service or account management, and often a relevant bachelor's degree. Familiarity with CRM software like Salesforce, customer support platforms, and data analysis tools is typically required. Outstanding communication, problem-solving abilities, and empathy help build lasting client relationships and resolve issues proactively. These skills ensure clients receive value from services, driving satisfaction, retention, and business growth.

How does a client success advisor typically collaborate with other departments to enhance the client experience?

As a Client Success Advisor, collaboration with departments such as Sales, Product, and Support is essential to ensure that clients achieve their desired outcomes. You will often act as a bridge, communicating client feedback and needs to internal teams, helping to prioritize feature requests or address service issues. This role requires strong interpersonal skills and proactive communication to align resources and maintain a seamless client journey. Regular meetings and shared documentation are common practices to facilitate effective cross-functional collaboration.

What is the difference between Client Success Advisor vs Customer Support Specialist?

AspectClient Success AdvisorCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in client management or account managementHigh school diploma or equivalent; technical or product knowledge often preferred
Work EnvironmentProactively manages client accounts, builds relationships, and ensures satisfactionResponds to customer inquiries, troubleshooting, and resolving issues
Employer & Industry UsageUsed in SaaS, consulting, and service industries focusing on client retentionCommon across tech, retail, and service sectors for customer assistance

The main difference is that a Client Success Advisor focuses on proactive relationship management and ensuring long-term client success, while a Customer Support Specialist primarily handles reactive support and issue resolution. Both roles require strong communication skills, but the Advisor role emphasizes strategic engagement and account growth.

What are popular job titles related to Client Success Advisor jobs in California?

For Client Success Advisor jobs in California, the most frequently searched job titles are:

What job categories do people searching Client Success Advisor jobs in California look for?

The top searched job categories for Client Success Advisor jobs in California are:

What cities in California are hiring for Client Success Advisor jobs?

Cities in California with the most Client Success Advisor job openings:

Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in California as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, 2% Temporary, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $50,637 per year, or $24.3 per hour.

Client Relationship Manager - Employee Benefits - IAS, West

The Baldwin Group

Irvine, CA • On-site

Full-time

Medical, Life

Re-posted 18 days ago

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
Position Summary
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day-to-day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
Primary Responsibilities
  • Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
  • Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
  • Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
  • Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
  • Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
  • Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
  • Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
  • Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
  • Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.
  • Maintain high standards of accuracy, timeliness, and completeness in all interactions.
  • Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Required Knowledge & Experience
  • Strong industry knowledge of benefit programs, preferably in a brokerage firm.
  • Strong analytical and problem-solving skills.
  • Ability to manage multiple projects and priorities effectively.
  • A commitment to providing exceptional client service.
  • Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
  • Strong attention to detail when reviewing materials for completeness and accuracy.
  • Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
  • Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
  • Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
  • Demonstrates firm's core values with aligned corporate culture. Including reliability, integrity, and follow-through; communicates clearly about status and next steps.
  • Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
  • Strong presentation skills, both verbal and written communications.

Qualifications
  • Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
  • Current state License required (Life & Health)
  • 2-4+ years of employee benefits and account management experience.
  • Excellent verbal and written communication skills to deliver presentations to decision-makers and employees.
  • Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self-funded and level-funded.
  • Experience coordinating with offshore teams or third-party partners is preferred.

Skills & Behaviors
Functional/Technical Skills
  • Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
  • Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
  • Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
  • Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.

Behaviors
  • Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
  • Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Peer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
  • Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.

The starting salary is $100,000 annually.
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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