Director, Customer Success, FinBiz Vertical
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director, Customer Success, FinBiz Vertical in the United States.
This role offers a leadership opportunity to drive exceptional customer outcomes and revenue growth in the financial business vertical. You will oversee the full post-sales lifecycle, from onboarding to renewal, ensuring customers realize maximum value and measurable ROI. Leading a high-performing team, you will develop vertical-specific strategies, create success plans, and build executive relationships with complex enterprise accounts. The position requires strong cross-functional collaboration with Sales, Product, Operations, and Marketing teams to ensure seamless execution and strategic alignment. You will manage metrics, budgets, and operational processes, fostering a culture of excellence and accountability. This is a remote position with occasional travel, offering autonomy, impact, and the chance to shape the customer experience at a strategic level.
- Define and execute the FinBiz vertical customer success strategy, segmented by sub-vertical and account tier
- Lead, mentor, and scale a team of Customer Success Managers and Directors, fostering performance and development
- Oversee the end-to-end post-sales customer lifecycle, including onboarding, adoption, expansion, and renewal
- Establish KPIs, outcome maps, and executive communications to measure and communicate value delivered to clients
- Collaborate with Product, Implementation, Sales, and Support teams to enhance adoption, streamline processes, and drive customer advocacy
- Develop customer success plans, executive sponsorship programs, and QBR frameworks to ensure high engagement and retention
- Manage budgets, operational processes, capacity planning, and productivity benchmarks to achieve business objectives
Requirements:
- Bachelor’s degree required; MBA preferred
- 3+ years in account management or customer success for high-value enterprise clients
- 2+ years of leadership experience managing cross-functional teams
- Proven experience managing complex accounts valued at $500k+
- Strategic mindset with strong analytical, problem-solving, and organizational skills
- Ability to influence stakeholders, communicate effectively, and drive alignment across teams
- Experience in financial services, SaaS, or technology-focused industries is highly desirable
- Strong process orientation with the ability to innovate tools, templates, and operational frameworks
- Ability to manage change and guide teams through organizational transformation
Benefits:
- Competitive base salary range of $120–130K annually
- Remote work with up to 25% business travel
- Medical, vision, and dental coverage
- 401(k) plan with employer match and Employee Stock Purchase Plan (ESPP)
- Flexible paid time off and 9 company holidays
- Professional growth and learning opportunities
- Home office stipend and technology support for remote employees
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Jobgether has the ambition to disrupt the recruitment industry as we know it by simplifying it and making it more accurate 🎯 Jobgether platform connects candidates and companies based on: - Skills -... Values - Ambition - Personality The candidat...
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