Role Overview
The Customer Success Director will own a book of accounts post-sale through renewal and expansion, driving adoption, protecting retention, and finding expansion paths tied to the customer’s AR outcomes.
What You Will Do
Responsibilities include onboarding, driving product adoption, running QBRs, owning renewal forecasting, identifying and pursuing expansion, and maintaining accurate account health data.
Why It Might Be a Fit
Success looks like meeting GRR and NRR targets, onboarding velocity and time-to-value hitting target, and having clean, current account records with no surprises in forecast.
Requirements
- 4+ years in Customer Success or Account Management at a B2B SaaS company, ideally fintech or finance-workflow software
- Track record owning renewal/expansion numbers, not just satisfaction scores
- Comfortable with ambiguity: this is a growth-stage company building CS process as it scales
- Excellent written and verbal communication; comfortable running exec-level QBRs
Benefits
- Medical, dental & vision insurance coverage for you
- 401(k) & Match
- Flexible PTO
- Parental Leave
To apply for this job please visit jobs.ashbyhq.com.
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