Associate Director, Client Success

World Education Services

Associate Director leading WES, a nonprofit international credential-evaluation organization, in U.S. client retention and growth.

Posted 8/7/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $107,000 - $136,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client success and account management, with a strong focus on retention, expansion, and portfolio growth. Proven ability to lead high-performing teams and leverage data-driven insights to inform strategic decision-making and optimize client engagement.

Highest-signal resume keywords

Client Retention ManagementSalesforce CRM ExpertiseTeam Leadership and DevelopmentData Analysis and Performance ReportingStrategic Account Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SuccessAccount ManagementRevenue GrowthForecastingPerformance TrackingData-Driven Decision MakingComplex Client Relationship ManagementSegmentation StrategiesClient Engagement OptimizationQuota-Driven Environment Experience

Soft Skills

Executive PresenceInfluencing StakeholdersCross-Functional CollaborationAccountabilityContinuous Improvement

Tools & Technologies

Salesforce ReportingData Insights Tools

Industry Keywords

GovernmentHigher EducationRegulated EnvironmentsMatrixed Organizations

About the role

Key responsibilities & impact

Own performance across a 7,000+ account portfolio, including retention, expansion, and organic growth
Develop and execute strategies to increase client volume and maximize account value within existing accounts
Manage portfolio performance against retention and expansion targets, including forecasting and reporting to leadership
Establish segmentation and prioritization strategies to scale client engagement
Serve as senior relationship owner for strategic and high-value accounts
Lead complex client engagements with executive presence and credibility
Ensure client-facing deliverables and interactions are accurate, current, and executive-ready
Own resolution of complex client issues and executive-level escalations
Monitor portfolio performance, retention, volume trends, and growth opportunities
Architect and optimize Salesforce reporting, including margin, profitability, and financial impact tracking
Use data and insights to inform strategy, decision-making, and risk mitigation
Lead, coach, and develop a team of Client Success professionals
Drive accountability, capability building, and continuous improvement across the team
Partner cross-functionally on renewals, forecasting, and expansion strategies
Translate client insights into recommendations and improvements to processes, products, and client experience

Requirements

What you’ll need

Bachelor’s degree in business, public administration, education, or related field required; Master’s preferred
8+ years of experience in client success, account management, or revenue-focused roles, with increasing scope and responsibility
3+ years of experience leading and developing high-performing teams
Proven track record owning client retention, expansion, and portfolio growth outcomes
Accountability for revenue or volume-based targets
Experience managing large-scale, complex client portfolios; 5,000+ accounts preferred and 10,000+ strongly preferred
Experience in a quota-driven or revenue-accountable environment
Experience owning forecasting and performance tracking
Strong experience with Salesforce CRM and reporting
Ability to leverage data to drive decision-making and business outcomes
Experience with data analysis and performance reporting
Ability to manage complex, high-profile client relationships
Experience in government, higher education, or regulated environments ideally
Experience working in cross-functional, matrixed organizations
Ability to influence stakeholders and drive alignment
Ability to operate at strategic and execution levels and translate priorities into measurable outcomes
Strong executive presence
Strong alignment with WES mission and values
Willingness and ability to travel up to 30–50% as needed

Benefits

Comp & perks

Remote work and flexible scheduling
Generous time-off policies
Comprehensive wellness programs
Competitive compensation
Comprehensive benefits
Tangible rewards and recognition
Learning opportunities
Personal and professional development
Career advancement opportunities
Comprehensive training programs
Tuition reimbursement opportunities
Employee-led resource groups
Town halls
Collaborative team events
Meaningful volunteer opportunities
Initiatives promoting equity, celebrating diversity, and cultivating belonging
Assistance and accommodation during the recruitment process