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Client Success Advisor Jobs in Florida (NOW HIRING)

SAP

SAP Concur - Client Success Manager

Lake Mary, FL · On-site

As a Client Success Manager (CSM), you will be a trusted advisor, maximizing customer value by delivering solution area expertise to customers and their line of business while adding value through ...

Better Talent

Financial Advisor

Maitland, FL · On-site

$120K - $200K/yr

Fellowship Financial Group - Financial Advisor Position: Full-Time Location: Maitland, Florida (On ... client success. Responsibilities * Engage with clients to assess their financial goals, needs, and ...

Healy World

Customer Success Manager

Orlando, FL · On-site

$55 - $65/hr

The Advisor Success team operates from a clear, data-driven strategy that spans the full advisor ... You bring deep ecosystem understanding, knowing how the client-advisor relationship works, what ...

Ingenio, LLC

Customer Success Manager

Orlando, FL · On-site

The Advisor Success team operates from a clear, data-driven strategy that spans the full advisor ... You bring deep ecosystem understanding, knowing how the client-advisor relationship works, what ...

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Showing results 21-40

All JobsClient Success Advisor JobsClient Success Advisor Jobs in Florida

Client Success Advisor information

See Florida salary details

$15.7K

$38.3K

$64.3K

How much do client success advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client success advisor in Florida is $38,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,900.00 and $43,700.00 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 Florida?

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

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

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

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

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

Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Florida as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $38,343 per year, or $18.4 per hour.

Client Advisor, Dental Segment

Aprio

Fort Lauderdale, FL

Full-time

Medical, Dental, Vision, Retirement

Posted 12 days ago

Aprio rating

8.8

Company rating: 8.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

6th of 23 rated bookkeepers and accountants

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Healthcare Services Outsourcing  team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for an Advisor to join their dynamic team.

The Client Advisor (Manager) serves as the primary relationship owner for a portfolio of approximately 60-75 clients, acting as a strategic partner to drive business performance and long-term client success. 

This role extends beyond traditional accounting, requiring the ability to deeply understand each client's business, financial position, tax considerations, and strategic goals, and translate that understanding into actionable guidance. 

The Advisor is responsible for delivering a high-touch, proactive client experience, balancing responsiveness with forward-thinking insights that help clients make informed decisions and achieve their objectives.

Position Responsibilities:

Client Relationship Ownership 

  • Serve as the primary point of contact and trusted advisor for assigned clients
  • Build deep knowledge of each client's:  
    • Business structure and operations 
    • Financial performance and key drivers 
    • Tax considerations and implications on decision-making
    • Short- and long-term goals 
  • Establish strong relationships through consistent communication, trust, and accountability 

Advisory & Strategic Guidance 

  • Translate financial and operational data into clear, relevant, and actionable insights 
  • Provide proactive recommendations related to growth, profitability, and operational efficiency 
  • Incorporate tax awareness into client conversations, helping clients understand:  
    • How tax strategy impacts cash flow and profitability 
    • Timing of decisions and financial outcomes 
    • When to engage tax specialists for more complex needs 
  • Identify risks, opportunities, and trends, and bring them forward at the right time 
  • Lead client conversations with confidence, including navigating difficult or sensitive discussions 

Client Experience & Service Delivery 

  • Deliver timely, thoughtful, and high-quality responses to client inquiries 
  • Anticipate client needs and proactively engage ahead of key decisions or milestones 
  • Coordinate across accounting, tax, and other internal teams to ensure seamless delivery 
  • Maintain accountability for the overall client experience and outcomes, regardless of who performs the work 

Portfolio & Workflow Management 

  • Effectively manage a portfolio of 60-75 clients with competing priorities 
  • Demonstrate strong self-management, organization, and follow-through 
  • Ensure consistent communication cadence and no breakdowns in responsiveness 
  • Balance strategic advisory work with day-to-day client needs 
  • Operate with a high degree of ownership and independence

Industry Expertise (Preferred)

  • Develop and apply knowledge of the dental industry, including:  
    • Practice operations and performance drivers 
    • Growth strategies (e.g., scheduling, staffing, production optimization) 
    • Common financial and operational benchmarks 
    • Use industry insights to provide more tailored and differentiated guidance
Qualifications:
  • 5-8+ years of experience in client-facing accounting, advisory, or consulting roles 
  • Demonstrated experience managing a client portfolio or book of business 
  • Strong understanding of financial statements and business performance drivers 
  • Familiarity with tax concepts and their impact on business decisions (does not require deep technical tax expertise) 
  • Proven ability to build relationships and influence client decision-making 
  • Experience managing multiple priorities in a fast-paced environment 
  • Proficiency in QuickBooks Online and financial reporting tools preferred 

Key Competencies 

  • Client-first mindset - delivers a high-touch, relationship-driven experience 
  • Proactive advisor - anticipates needs and brings insights forward 
  • Strong communicator - clear, confident, and able to simplify complex topics 
  • Relationship builder - likable, trustworthy, and able to build rapport quickly 
  • Accountability & follow-through - highly responsive with strong execution discipline 
  • Organizational excellence - effectively manages a high-volume portfolio 
  • Courage & candor - comfortable having honest, sometimes difficult conversations 
  • Self-management - operates independently while collaborating effectively 

What Success Looks Like 

  • Clients feel known, supported, and confident in their advisor 
  • The Advisor consistently delivers proactive insights, not just reactive responses 
  • Portfolio is managed with strong responsiveness, organization, and follow-up 
  • Client conversations reflect both financial and tax awareness 
  • Strong collaboration across teams results in seamless, high-quality service delivery 
$110,900 - $172,200 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on 10/24/2026 and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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