Job Summary

A financial service provider has an open position for a Remote Senior Financial Customer Success Director.

Candidates will be responsible for the following:

• Working cross-functionally with Product and Operations teams to reduce manual processes
• Strategizing and innovating scalable processes to drive efficiencies across each function of the Customer Success organization
• Closely monitoring key customer success performance metrics across all teams and implement changes

Required Skills:

• Experience with Salesforce Service Cloud, Amazon Connect
• 13+ years of total experience with 5+ years of management in customer success
• Demonstrated experience building effective customer success operations that scale
• Experience in SaaS and ability to work in a fast-paced tech environment
• Bachelor's degree
• Excellent written, oral, presentation, and interpersonal communication skills