Client Success Advisor
Listed on 2026-10-05
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management
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Client Success AdvisorFull-Time Regular Employee San Diego, CA, US
4 days ago Requisition
POSITION SUMMARYResponsible for both the customer service experience and member retention efforts for the organization, the Client Success Advisor (CSA) seeks to ensure a World class service experience for all the constituents of the Vistage-inspired community. Based in our San Diego headquarters, this role will support our Vistage UK entity, functioning as the designated single point of contact for our UK Chairs and membership base.
In addition to the essential duty of supporting Chairs, the CSA will also be measured on his/ her ability to re-engage those active members who are seeking membership alternatives and directing them accordingly, so a similar past work experience of applying empathetic, active listening skills with conflict resolution to address member ‘pain points’ while providing alternative solutions in order to keep the member satisfied, is critical.
This position requires regular phone/email conversations with C-level clientele, including internal staff, so it requires considerable tact, discretion and persuasion in order to obtain willing action and consent from those involved. A keen understanding of the audience being supported, coupled with the ability to build and maintain significant and enduring business relationships is a must to be successful in this high impact role.
THE COMPANYVistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.
The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts.
Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at
VISTAGE EMPLOYEE LIFEVistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:
- Welcome to our home.OurUSheadquarterssitsintheheartof San Diego ’sUTCarea.
Itfeaturesanopen,modernaestheticwithlotsofcollaborationspacesandopportunitiestointeractwithco-workers.
Westayfueledupwithfreesnacksandaweeklyfreelunchday,alongwithfreelattesandnitrocoldbrewcoffeeontap!
Fromour San Diegobase ,wecollaboratewithcolleaguesbasedacrossthecountryandaroundtheworld. - We sweat the details.Ouron-sitegymisdeckedoutwith
Pelotonbikesandothertop-tierfitnessequipmenttokeepyourworkoutchallengingandfresh.
Ourcampusalsooffersaccesstoanadditionalgym,volleyball courts,andascenicofficepark,perfectforgettinginthosemiddaysteps! - We invest in your career.Eachemployeehasanactionablecareerprogressionplandevelopedthroughindividualcollaboration…
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