Customer Success Advocate
Listed on 2026-03-12
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Customer Service/HelpDesk
Customer Success Mgr./ CSM, Client Relationship Manager, HelpDesk/Support, Bilingual
The Customer Success Advocate (CSA) plays a critical role in reducing client churn and improving overall customer health. This position blends proactive engagement with responsive problem‑solving to ensure clients realize maximum value from our products and services. The CSA monitors account health through Salesforce CTAs, addresses risks, and collaborates cross‑functionally to drive retention, satisfaction, and adoption.
Key Responsibilities- Monitor Salesforce CTAs and account health indicators (e.g., revenue, transaction volume, product usage) to identify risks and take corrective action.
- Engage with clients to resolve issues, address negative feedback (CSAT/NPS), and manage cancellation requests with a focus on retention.
- Track product adoption for newly onboarded clients; provide guidance, training, and resources to remove barriers and increase usage.
- Conduct client check‑ins such as mini QBRs or Payment Health Checks to optimize fee settings, promote digital adoption, and ensure continued value.
- Identify and source client success stories, case studies, and referrals to support advocacy initiatives.
- Execute targeted outreach and special projects, including email campaigns, security updates, and engagement for clients without an assigned CSM.
- Collaborate cross‑functionally with Support, Product, Marketing, and Sales teams to resolve client needs and enhance overall experience.
- Experience:
2+ years in Customer Success, Account Management, or a related client‑facing role. - Skills:
Strong communication, problem‑solving, and relationship‑building abilities. - Technical:
Familiarity with SaaS platforms, Salesforce, and data‑driven decision‑making. - Mindset:
Proactive, empathetic, and results‑oriented with a passion for customer advocacy.
Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at:
Global Payments Inc. is an equal opportunity employer.
Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
SponsorshipApplicants MUST be authorized to work in the U.S. We are unable to Sponsor or take over Sponsorship of an Employment and/or Student Visa at this time or any time in the near future for sponsorship.
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