Director of Customer Success

Job Summary

Owning a portfolio of enterprise bank and credit union accounts, the full-time remote Director of Customer Success will manage relationships, drive customer outcomes, and lead renewal and expansion efforts while collaborating closely with Product and Engineering teams.

Key responsibilities

• Manage strategy, relationships, renewals, and expansions for a book of enterprise accounts
• Act as a trusted advisor to C-suite stakeholders, driving measurable outcomes such as digital deposit growth and operational efficiency
• Translate customer feedback into actionable product requirements while tracking key performance metrics like Net Retention Revenue and NPS

Required qualifications

• 7+ years of experience in customer relationship management and revenue outcomes in a high-growth environment (B2B SaaS, fintech, or similar)
• Proven track record of promotions and trust-building within previous companies
• Experience in scaling teams, processes, or business functions from the ground up
• Strong cross-functional collaboration skills, particularly with Product and Engineering teams
• Fluency with data and the ability to manage multiple priorities effectively