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Client Success Advocate Jobs (NOW HIRING)

401GO

Success Advocate Manager

Sandy, UT · Remote

Success Advocate Manager Job Type: Full-time Pay: Salary Location: United States (Remote ... Coordinate client-facing communications related to compliance testing, plan provisions ...

ClearStar

Customer Success Advocate

The Client Service Advocate serves as a primary point of contact for ClearStar's retail clients ... What Success Looks Like in 6 Months • Client cases are being resolved accurately and promptly ...

ClearStar, Inc.

Customer Success Advocate

The Client Service Advocate serves as a primary point of contact for ClearStar's retail clients ... What Success Looks Like in 6 Months • Client cases are being resolved accurately and promptly ...

Bask Health

Customer Success Advocate

Manhattan, NY

Work Weekends Requirements What makes you a great fit for this role: * 5+ years of experience in Customer Success, Client Services, or Customer Success at a SaaS organization * Experience in e ...

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Bask Health

Customer Success Advocate

New York, NY

Work Weekends Requirements What makes you a great fit for this role: * 5+ years of experience in Customer Success, Client Services, or Customer Success at a SaaS organization * Experience in e ...

Bask Health

Customer Success Advocate

Work Weekends Requirements What makes you a great fit for this role: * 5+ years of experience in Customer Success, Client Services, or Customer Success at a SaaS organization * Experience in e ...

Bask Health

Customer Success Advocate

Manhattan, NY

Work Weekends Requirements What makes you a great fit for this role: * 5+ years of experience in Customer Success, Client Services, or Customer Success at a SaaS organization * Experience in e ...

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How much do client success advocate jobs pay per hour?

As of Jul 7, 2026, the average hourly pay for client success advocate in the United States is $24.20, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $25.96 per hour, depending on experience, location, and employer.

What is a Client Success Advocate?

A Client Success Advocate is a professional who acts as the primary point of contact between a company and its clients after a sale is completed. Their main responsibility is to ensure that clients are satisfied with the company's products or services, address any concerns, and help clients achieve their desired outcomes. They work proactively to build strong relationships, provide support, and identify opportunities for clients to maximize value. Client Success Advocates often collaborate with other teams, such as sales and product development, to relay client feedback and resolve issues efficiently.

What are the key skills and qualifications needed to thrive as a Client Success Advocate, and why are they important?

To thrive as a Client Success Advocate, you need customer service expertise, problem-solving abilities, and a background in account management, often supported by a bachelor’s degree. Familiarity with CRM platforms like Salesforce or HubSpot, as well as proficiency in communication tools and ticketing systems, is typically required. Outstanding interpersonal skills, empathy, and proactive communication help build trust and foster long-term client relationships. These skills and qualities are crucial for ensuring client satisfaction, retention, and the overall growth of the business.

What are the most common challenges faced by Client Success Advocates, and how can they be addressed?

Client Success Advocates often encounter challenges such as managing diverse client expectations, handling escalations, and ensuring timely resolution of issues. Successfully addressing these challenges requires strong communication skills, proactive problem-solving, and effective prioritization of tasks. Building trust with clients through regular check-ins and collaborating closely with internal teams (like sales and product support) helps maintain positive relationships and ensures clients receive the best possible service.
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Client Success Advocate jobs near you
Infographic showing various Client Success Advocate job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $50,336 per year, or $24.2 per hour.
Client Success Advocate (In-Office Only)

Client Success Advocate (In-Office Only)

Universal Background Screening

Phoenix, AZ • On-site

Full-time

Posted 11 days ago

Job description

Position
Client Success Advocate I
Description
Universal Background provides industry leading people insights to safety sensitive organizations in a simplified experience through our best-in-class background screening, drug testing, occupational health, and verification services. We are proudly ranked as an industry leader in quality and service delivery.
OVERVIEW
The Client Success Advocate plays a critical role in ensuring client satisfaction and maintaining long-term relationships by delivering exceptional service and support. This position serves as the first point of contact for clients needing assistance with Universal's web-based background screening platform. The Advocate will provide guidance on system navigation, answer inquiries about background check orders, and proactively communicate with clients regarding the status of their accounts and orders.
While this is not a traditional technical support role, the ability to instruct clients, troubleshoot system usage issues, and provide user-friendly solutions is essential. This role requires a customer-first mindset, attention to detail, and a proactive approach to problem-solving. The Client Success Advocate must also balance efficiency with personalized service, ensuring each client interaction is handled with care and urgency.
KEY RESPONSIBILITIES
Client Communication & Support
  • Handle a high volume of inbound calls and emails, and live chats providing prompt and professional support.
  • Conduct outbound communications to provide order updates, clarify details, and resolve concerns
  • Educate clients on system navigation and background screening processes
  • Answer general inquiries regarding services, timelines, and account details
  • Utilize all resources and escalation paths to ensure a first contact resolution

Account Management & Order Management
  • Facilitate new client accounts and perform basic account maintenance (user access, updates, etc.)
  • Monitor order status and communicate progress, delays, and next steps

Problem Solving & Escalation
  • Troubleshoot basic client issues related to system use or order activity
  • Escalate complex issues to appropriate internal teams
  • Act as liaison between clients and internal departments

Documentation & Process Adherence
  • Accurately document all client interactions in CRM systems
  • Follow established procedures and maintain compliance with processes

Collaboration & Learning
  • Partner with team members and cross-functional teams to support client experience
  • Maintain working knowledge of products and services
  • Contribute feedback for process improvements when requested

Requirements
Education
  • High School Diploma or Equivalent required.
  • Some college coursework or technical college education preferred.

Experience
  • Professional customer service experience required; business-to-business (B2B) client support preferred.
  • Experience in a high-volume, fast-paced environment is a plus.
  • Familiarity with background checks, pre-employment screening, or human resources is an advantage but not required.
  • Sense of urgency with ability to manage multiple tasks and assignments effectively is a plus.

Skills & Competencies
  • Problem Solving: Ability to resolve client issues within established guidelines, while using sound judgment to escalate when necessary.
  • Analytical Thinking: Able to gather, assess, and interpret information quickly to provide accurate solutions.
  • Technical Proficiency: Comfortable using Microsoft Outlook, web-based applications, and navigating Internet-based systems.
  • Communication: Strong written and verbal communication skills with the ability to simplify complex information for clients.
  • Calm Under Pressure: Maintains professionalism and composure when handling urgent client needs or high-stress situations.
  • Collaboration: Works effectively as part of a team while also managing tasks independently.
  • Learning Agility: Demonstrates rapid comprehension of new processes, products, and client platforms

Universal Background is committed to creating a diverse work environment and we are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Position Requirements
Full-Time/Part-Time
Full-Time
This position is currently accepting applications.

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