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Senior Director of Customer Success

Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Fri, Aug 07, 2026

Job Summary

Maximizing customer value and retention, the full-time Senior Director of Customer Success will drive client satisfaction and growth through a structured service delivery model while collaborating with Sales and Product teams in a remote environment.

Key responsibilities:
  • Drive customer retention, adoption, and satisfaction through a tiered service model tailored to client value and complexity
  • Own Gross Retention and client health metrics, partnering with Sales to identify expansion opportunities
  • Implement standardized Success Plans and Quarterly Business Reviews to reinforce value and strengthen client relationships
Required qualifications:
  • Bachelor's Degree
  • 5-7 years of account management or client services experience in Financial Services and Insurance industries
  • Superior ability to build rapport and relationships
  • Strong presentation and public speaking skills
  • Experience with Salesforce (or equivalent) CRM platform

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