• Acts as a strategic compliance advisor by offering high-level, informational guidance on regulatory trends, program design, and best practices. • Build and maintain strong client relationships, acting as a trusted partner and resource for long-term compliance strategy. • Become deeply familiar with our platform The Guard, ensuring that the majority of recommendations delivered to clients map their next steps back to the software and its adoption. • Analyze complex compliance needs and provide tailored solutions that enhance client programs and employee experience. • Collaborate with internal teams - especially customer success, sales and content production - to ensure seamless delivery of compliance solutions, integration with other client services and constant alignment with Compliancy Group’s perspective on effective compliance management. • Identify opportunities for clients to improve compliance processes, reduce risk, and maximize operational efficiency. • Stay current on regulatory changes, industry trends, and emerging compliance challenges to provide proactive guidance. • Support business development efforts by providing subject matter expertise for proposals and client presentations. • Act as a customer advocate, informing internal teams - especially product and content production - on areas of improvement for our product, content and their positioning. • Act as a thought leader, occasionally leading prospect- and customer-facing webinars that coach our customer universe on compliance trends and best practices. • Accurately track time spent delivering advisory services and categorize requests to support capacity planning and service boundaries.