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Associate Director, Client Success (Remote)

Role overview

Qualifications

  • 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
  • 3+ years of experience leading and developing high-performing teams
  • Proven track record of owning client retention, expansion, and portfolio growth outcomes

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, including ownership of forecasting and reporting to leadership
  • Lead, coach, and develop a team of Client Success professionals, setting clear expectations for ownership, communication, and performance

Key facts

Other skills

  • Team Leadership
  • Forecasting
  • Relationship Management
  • Communication
  • Problem Solving
  • Time Management
  • Collaboration

About the company

World Education Services logo

World Education Services

Education Administration

World Education Services (WES) is a non-profit social enterprise dedicated to helping international students, immigrants, and refugees achieve their educational and career goals in the U.S. and Canada. WES evaluates international educational qualifications, supports the integration of immigrants into the workforce, and provides philanthropic funding to immigrant-serving organizations. Since 1974, WES has provided credential evaluations to nearly three million individuals from more than 200 countries. Through WES Global Talent Bridge, the organization helps immigrants and refugees who hold international credentials fully utilize their talents and education. Its philanthropic arm, the WES Mariam Assefa Fund, supports inclusive economies that help immigrants and refugees thrive in the United States and Canada. Where else can you find WES online? Twitter: @WorldEdServices Facebook: WorldEducationServices

Company details

Company typeSME
IndustryEducation Administration
Company size201 - 500

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Job description

Title: Associate Director, Client Success

Department: Sales, Marketing and Customer Solutions (SMCS)  

Reporting to: Director, Client Success and Business Development

Compensation: $102K - $131K CAD

Location: Remote - Canada (Candidates based in British Columbia, Alberta, Manitoba, Saskatchewan, Ontario, Nova Scotia or willing to relocate)

 

Who We Are:   

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, we partner 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. For more information about WES, please visit our website at www.WES.org. 

 

About the Opportunity: 

The Associate Director (AD) Client Success plays a critical leadership role in driving client retention, expansion, and organic growth across WES’ portfolio of academic, government, and regulatory partners in the United States. This role operates as a strategic business owner, accountable for performance across a portfolio of 7,000+ client accounts, while driving renewals, deepening engagement within existing accounts, and increasing volumes through upsell and cross-sell strategies. 

This position operates as the external face of WES and an internal driver of execution, while demonstrating proactive leadership, executive presence, and full ownership of outcomes, to ensure client engagements, internal deliverables, and team outputs are delivered.  This AD  role manages a small team of Client Success professionals while reporting to the Director of Client Success & Business Development.  

What You'll Do:

  • 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
  • Leverage data and insights to inform strategy, decision-making, and risk mitigation, ensuring strong CRM data integrity and reporting accuracy
  • Lead, coach, and provide for developmental opportunities for team. Set clear expectations and provide resources for support to ensure optimum performance

 

Your Experience:

Required

  • 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.

Desired

  • Willingness and ability to travel up to 30–50% as needed

 

What We Offer:

 Joining our team at WES means embarking on a purpose-driven career with a global impact, where you contribute daily to making a tangible difference in the lives of people worldwide. You'll thrive in an employee-centric environment, with access to learning opportunities, pathways for personal and professional development, and recognition of your achievements. Our inclusive, mission-driven culture values employees and focuses on investing in our people through our culture, people framework, and programming while offering the flexibility of remote work options.

  • Work-Life Harmony: We believe that success is all about maintaining balance. Enjoy the freedom of remote work and flexible scheduling, paired with generous time-off policies designed to assist you in maintaining a healthy equilibrium between your personal and professional commitments. Our comprehensive wellness programs and work environment are focused on fostering your well-being.
  • Rewards and Recognition: Your dedication and achievements are the cornerstone of our success. We recognize the importance of valuing your hard work, which is why we offer competitive compensation, comprehensive benefits, and tangible rewards to celebrate your contributions.
  • Professional Growth and Development: We are committed to nurturing growth within our team, recognizing that growth is essential to providing opportunities for career advancement and ongoing professional development. To prioritize your learning and success, we invest in comprehensive training programs and offer tuition reimbursement opportunities. We promote a culture of continuous learning that empowers you to thrive and evolve in your career.
  • Innovation and Impact: Engage in work that directly transforms lives and empowers individuals and communities by expanding access to global educational and professional pathways. Join us in fostering a culture that values innovation, embraces new approaches, and leverages transformation to implement and drive impactful change.
  • Community and Connection: Our team is made up of individuals from different cultures and backgrounds who have varying perspectives and ideas. Our diverse workforce reflects the global community we serve, and we take pride in it. We are committed to fostering a workplace where everyone feels valued, respected, and included. Experience the power of connection by participating in a range of activities, including employee-led resource groups, town halls, collaborative team events, meaningful volunteer opportunities, and initiatives that promote equity, celebrate diversity, and cultivate a strong sense of belonging within our organization.

 

Values:

  • Opportunity - We open doors so people can build better futures.
  • Inclusion - We become stronger, more creative, and more resilient when we embrace diversity.
  • Equity - We uphold fairness and justice in our work and actions.
  • Enterprising - We are resourceful, inventive, and driven.

 

Inclusive Recruitment Process:

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. 

 

Our Commitment:

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.   

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.

For more information about WES, please visit our website at www.WES.org

This position is an existing vacancy and is currently open for hire.

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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