The Client Success Consultant (CSC) owns a portfolio of 75–90 Predictive Index (PI) client subscriptions within ADVISA’s ~400-client base and is accountable for managing and retaining a healthy customer portfolio, driving revenue growth, and enabling strategic expansion. The CSC builds multi-threaded executive and practitioner relationships, ensures clients clearly realize the value of PI and ADVISA, and proactively increases adoption through directive, prescriptive, and consultative guidance—resulting in high renewal readiness and retention dollars.

In parallel, the CSC executes a farming-focused growth plan—running a steady outreach cadence (calls, email, LinkedIn) to earn discovery meetings, uncover business challenges, and align ADVISA products, services, and programs to needs, with an annual revenue goal of $250,000 from the existing base. The role facilitates PI-based sessions (1:1 consults, team sessions, certified trainings) that both deliver expected outcomes and surface broader leadership development needs; when opportunities become strategic, the CSC proactively invites a Leadership Consultant to co-sell and, once scoped, hands off for strategic consulting—commission-eligible when farming these opportunities.

The ideal CSC is proactive, data-informed, and an excellent communicator who anticipates product/pricing changes, mitigates churn risk, and collaborates closely with Ops and LCs to maximize client outcomes. They take pride in prompt, high-quality client communications, contribute positively to the A-Team, and consistently translate client goals into measurable adoption, renewal, and growth—expanding ADVISA’s impact well beyond the software subscription.

Position Responsibilities

KPI Areas & Time Allocation

• Manage & Retain a Healthy PI Customer Base — 40%
• Revenue Growth — 35% (Annual target: $250,000 in revenue)
• Facilitation & Collaborative Selling — 20%
• A-Team Participation — 5%

1) Manage & Retain a Healthy PI Customer Base (40%)

What success looks like: Strong multi-threaded relationships, clear articulation of PI/ADVISA value by the client, high utilization and adoption, proactive risk management, and renewal/expansion readiness resulting in very high retention dollars.

• Own a portfolio of 75–90 PI client subscriptions; serve as the primary relationship manager.
• Conduct regular client meetings with program owners and key stakeholders (goal: 5 meetings/week) to build PI knowledge, drive adoption, and ensure the client understands and realizes value from PI and ADVISA.
• Proactively analyze usage data (e.g., Domo) to identify trends, gaps, risks, and opportunities; translate insights into clear action plans that increase utilization and impact.
• Expand application of PI into new functional areas, leaders, and use cases through directive, prescriptive, consultative guidance rooted in client goals.
• Respond quickly to client requests; coordinate triage across ADVISA’s client success team and PI HQ’s Help Desk/support to resolve issues.
• Stay current on PI product features, changes, promotions, and network updates; anticipate client impact and craft communications that minimize disruption and reduce churn risk.
• Quarterly client check-ins to review outcomes, align on goals, and advocate for enhanced utilization and value realization.
• Identify at-risk accounts early and execute save strategies; partner closely with Ops throughout the renewal cycle to maintain very high customer retention (≈90%+).
• Maintain expertise in PI tools, workshops, and pricing options; communicate renewal and expansion options proactively so clients are prepared and willing to renew/expand.

2) Revenue Growth (35%) — Annual KPI Target: $250,000

What success looks like: A knowledgeable client base that consistently engages their CSC, a visible and qualified pipeline from existing accounts, and steady conversion of needs into PI and non-PI (non-royalty) revenue.

• Build and execute a working account growth (“farm”) plan for the portfolio that outlines where value can expand and how revenue will be uncovered.
• Generate pipeline through breadth of outreach: consistent call blocks, targeted emails, and LinkedIn connections/messages to earn discovery meetings within existing accounts.
• Lead discovery conversations that explore client goals, business challenges, pain points, and needs; attach ADVISA products, services, and programs to those needs with clear value propositions.
• Up-sell PI software modules and sell transactional training/workshops where appropriate.
• Proactively seek non-PI (non-royalty) marginal revenue opportunities and tee up sales meetings for Leadership Consultants (LCs) when scope moves beyond PI tools/software/advice.
• Maintain momentum from regular relationships and meetings (Area #1) by systematically uncovering and progressing sales opportunities within the base.
• Keep activity and opportunity data current (e.g., meetings held, opportunities created, pipeline coverage) to ensure line-of-sight to the $250,000 revenue goal.

3) Facilitation & Collaborative Selling (20%)

What success looks like: High-quality PI delivery that both meets learning objectives and surfaces broader strategic needs, plus a strong cadence of qualified strategic meetings where LCs are proactively engaged to drive larger solutions.

• Understand client knowledge-transfer needs, recommend the right services, and deliver PI-based sessions: 1:1 consultations, presentations, team sessions, and certified PI trainings.
• Use delivery and facilitation moments to deepen relationships and uncover strategic needs beyond PI tooling (e.g., leader development, culture, org effectiveness).
• Earn meetings with decision-makers around broader leader-development strategies and goals; when scope becomes strategic, proactively invite an LC into the selling process.
• Co-sell effectively: collaborate with LCs during strategic discovery and positioning; once scope evolves, the LC assumes lead for consulting and selling larger strategic offerings.
• Exercise sound judgment on who to collaborate with and when, maintaining a co-selling mindset that benefits both the client and ADVISA.
• Leverage PI resources (e.g., Seismic) and stay current through PI webinars/newsletters to tailor sessions and recommendations.
• Measure excellence by volume and quality of qualified meetings and delivery that creates net-new strategic opportunities and drives account growth.

4) A-Team Participation (5%)

What success looks like: Positive contribution to the team’s culture, knowledge sharing, and operational rhythm.

• Participate in team initiatives that improve and grow ADVISA.
• Attend monthly A-Team Zooms, mid-year and annual meetings, and relevant team meetings.
• Collaborate cross-functionally (Client Success, Ops, LCs, Marketing) to maximize client outcomes and opportunities.

Activity & Outcome Signals

• Meetings: ~5 client meetings/week; regular strategic meetings earned with decision-makers.
• Pipeline: Visible pipeline tied to the farm plan; coverage appropriate to hit $250k goal.
• Adoption: Increased PI utilization across functions; reduction in at-risk indicators.
• Collaboration: Timely LC involvement on strategic pursuits; clean handoffs and co-selling.
• Renewals: 90%+ retention with proactive renewal readiness

Core Competencies

These are performance expectations that reflect our Core Values.  All employees regardless of role, rank or title are expected to uphold these values and consistently demonstrate these behaviors.

Position-Specific Competencies

These capture the critical behaviors for success in this role.

• Proactive: Does not wait for client issues to arise and seeks out ways to stay ahead of potential problems, create value-additive solutions and communicate before being asked both internally and externally.
• Business Insight: Knows how businesses work and how organizations make money. Uses knowledge of business to help participants create meaning from the content and learning experience.
• Collaborates: Works cooperatively with others across the organization to achieve shared goals.  Partners with others to get work done. 
• Interpersonal savvy: Relates comfortably with people across levels, functions, cultures, and geography. Acts with diplomacy and tact. Picks up on interpersonal and group dynamics.
• Persuades: Positions views appropriately to gain support. Influences others to take action. Responds effectively to the reactions and positions of others.
• Situational adaptability: Picks up on situational cues and adjusts in the moment. Understands that different situations may call for different approaches. Can act differently depending on the circumstances and quickly picks up client vocabulary.
• Communicates effectively: Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels. Attentively listens to others and checks for understanding. Encourages the open expression of diverse ideas and opinions. Adjusts communication content and style to meet the needs of different stakeholders.
• Professionalism: Represents ADVISA with client partners, vendors, and internal stakeholders as professional, polished, and in-line with being the most trusted and loved leadership effectiveness firm.
• Business Continuity: Seeks ways to document, cross train, and share knowledge proactively with a sense of selfless benefit to the future continuity and success of the business even when absent or unable to perform the duties of the role.

QUALIFICATIONS

• Ideally a minimum of 2 years of professional experience in administrative, operations or sales enablement function.
• Experience working in a client focused, professional services business preferred
• Proven software and technology savvy and skills
• Expert level fluency with all Microsoft products
• Salesforce.com experience preferred
• Exceptional written and verbal communication skills
• Bachelor's degree required

TIME/TRAVEL REQUIREMENTS

• 40 hours/week

• Based in Carmel, IN office with flexibility for up to 2 days per week of remote work. (flexible, remote work option contingent upon high quality of work and level of unsupervised productivity)
• Most client interaction will be in-person or virtual but may require occasional 1 or 2 night travel

COMPENSATION:

$70,000 Annual salary + commission

• 10% commission on marginal revenue sold into the assigned accounts
• 10% commission on marginal revenue sold collaboratively with a Leadership Consultant.

   Eligible for performance based bonus

This job description in no way states or implies that these are the only activities to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform any other job-related responsibilities requested by their supervisor.

Equal Employment Opportunity Statement ADVISA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, national origin, disability, veteran status, or any other legally protected characteristics.

Commitment to Diversity and Inclusion We are dedicated to fostering a workplace that reflects the diversity of our communities and provides a welcoming, supportive environment where everyone can thrive. Candidates from all backgrounds are encouraged to apply.

Accessibility Statement ADVISA is committed to providing reasonable accommodations for qualified individuals with disabilities during the application and hiring process. If you need assistance or accommodation due to a disability, please contact us at 317.574.1550.