About the Role
The Associate Director, Client Success is a leadership role focused on driving client retention, expansion, and growth within WES's portfolio of academic, government, and regulatory partners in the United States. This strategic role manages over 7,000 client accounts, focusing on renewals, deepening engagement, and increasing volumes through upsell and cross-sell strategies. The position acts as the external face of WES and an internal driver of execution, managing a team of Client Success professionals.
Responsibilities
- Own performance across a 7,000+ account portfolio, with accountability for retention, expansion, and organic growth
- Develop and execute strategies to increase client volume and maximize account value within existing accounts
- Manage portfolio performance against defined retention and expansion targets (quota), including ownership of forecasting and reporting to leadership
- Establish segmentation and prioritization strategies to effectively manage and scale engagement across the client base
- Serve as senior relationship owner for strategic and high-value accounts, leading complex engagements with executive presence and credibility
- Ensure all client-facing deliverables and interactions are accurate, current, and executive-ready
- Own resolution of complex client issues and executive-level escalations, ensuring timely and aligned outcomes
- Own visibility into portfolio performance, including retention, volume trends, and growth opportunities
- Architect and optimize Salesforce reporting capabilities, including tracking of margin, profitability, and financial impact across key accounts
- Leverage data and insights to inform strategy, decision-making, and risk mitigation, ensuring strong CRM data integrity and reporting accuracy
- Lead, coach, and develop a team of Client Success professionals, setting clear expectations for ownership, communication, and performance
- Drive accountability, capability building, and continuous improvement across the team
- Partner cross-functionally to align on renewals, forecasting, and expansion strategies
- Translate client insights into actionable recommendations and drive improvements to processes, products, and client experience
- Lead, coach, and provide for developmental opportunities for team. Set clear expectations and provide resources for support to ensure optimum performance
Requirements
- Bachelor’s degree in business, public administration, education, or related field (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, with a demonstrated ability to drive accountability, staff development and performance
- Proven track record of owning client retention, expansion, and portfolio growth outcomes, including accountability for revenue or volume-based targets
- Demonstrated success managing large-scale, complex client portfolios (5,000+ accounts preferred; 10,000+ strongly preferred)
- Experience operating in a quota-driven or revenue-accountable environment, including ownership of forecasting and performance tracking
- Strong experience with Salesforce CRM and reporting, including ability to leverage data to drive decision-making and business outcomes
- Demonstrated experience with data analysis and performance reporting, using insights to inform strategy and optimize results
- Proven ability to manage complex, high-profile client relationships, ideally within government, higher education, or regulated environments
- Experience working in cross-functional, matrixed organizations, influencing stakeholders and driving alignment
- Demonstrated ability to operate at both a strategic and execution level, translating priorities into measurable outcomes, with strong executive presence.
- Strong alignment with WES mission and values.
- Willingness and ability to travel up to 30–50% as needed
Skills
- Client Success
- Account Management
- Revenue Growth
- Salesforce CRM
- Data Analysis
- Performance Reporting
- Strategic Planning
- Team Leadership
- Client Relationship Management
- Cross-functional Collaboration
Location
- Remote - Canada
Work Type
- Remote
Experience Level
- 8+ years of experience in client success, account management, or revenue-focused roles
- 3+ years of experience leading and developing high-performing teams
Education Level
- Bachelor’s degree in business, public administration, education, or related field
- Master’s preferred
Salary/Compensations
- $102K - $131K CAD
Benefits
- Access to learning opportunities
- Pathways for personal and professional development
- Recognition of achievements
- Remote work options
- Flexible scheduling
- Generous time-off policies
- Comprehensive wellness programs
- Competitive compensation
- Comprehensive benefits
- Tangible rewards
- Comprehensive training programs
- Tuition reimbursement opportunities
About the Company
- World Education Services (WES) is a non-profit social enterprise that supports the educational, economic, and social inclusion of immigrants, refugees, and international students.
- For 50 years, WES has set the standard for international academic credential evaluation, supporting millions of people as they seek to achieve their academic and professional goals.
- Through decades of experience as a leader in global education, WES has developed a wide range of tools to pursue social impact at scale.
- From evaluating academic credentials to shaping policy, designing programs, and providing philanthropic funding, WES partners with a diverse set of organizations, leaders, and networks to uplift individuals and drive systems change.
- Together with its partners, WES enables people to learn, work, and thrive in new places.
Equal Opportunity
- World Education Services is committed to fostering an inclusive workplace that reflects the rich tapestry of our communities, both in the US and Canada.
- This commitment is underscored by our unwavering dedication to providing equal opportunities to all qualified individuals, regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, veteran status, or genetics.
- This commitment extends to every aspect of employment, from recruitment and hiring to promotions, training, and benefits.
- We comply with all applicable federal, state, and local anti-discrimination laws.
- For us, diversity goes beyond compliance – it's about embracing unique perspectives and cultivating an environment where everyone feels valued and empowered to reach their full potential.
- We welcome all applicants, irrespective of their experience perfectly fitting the job description, as we value diverse and innovative viewpoints.
- At our organization, individuals who thrive in a culture of continuous learning and inclusive teamwork excel.
- We are committed to fostering an inclusive and accessible work environment where everyone feels valued, respected, and supported and welcome members of all backgrounds and perspectives to apply.
- If you require assistance and/or accommodation at any point during the recruitment process, please contact us at hiring@wes.org, we're here to support you.
- Our Talent Acquisition team is happy to work with you to find solutions that meet your needs.
