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financial services customer success saas leadership data-drivenπ Description
- Lead a ~10-person Customer Success team of Product Specialists.
- Partner with Account Executives and Managers for strong engagements.
- Set strategy, coach for performance, ensure coverage of key accounts.
- Drive demos and adoption campaigns with data-driven goals.
- Build scalable playbooks, flows, and talk tracks from usage data.
- Collaborate with Enablement, Marketing, and Product on messaging.
π― Requirements
- 5+ years in a client-facing SaaS role.
- 2+ years leading high-performing teams.
- Deep understanding of financial services workflows; banking/PE/hedge funds a plus.
- Exceptional communicator with strong presentation skills for senior stakeholders.
- Data-driven decision-maker using metrics to prioritize and measure success.
- Thrives in a fast-growing environment and builds for scale.
π Benefits
- Equal opportunity employer with inclusive culture.
- Generous benefits program and work-life balance.
- Performance-based bonus and equity opportunities.
- Remote-friendly with flexible work options.
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