Director of Customer Success

Posted 97ds ago

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Job Description

Director of Customer Success at Uplinq overseeing customer journey from kickoff to renewal. Leading a unified team across onboarding, success, and support with a focus on retention and expansion.

Responsibilities:

  • Architect the Customer Journey – Define the full lifecycle: onboarding, adoption, QBRs, and renewal workflows.
  • Own a ≤14-day time-to-first-value SLA.
  • Build and Lead the Team – Hire, onboard, and coach 4 onboarding specialists, 3 CSMs, and 2 support reps to create a proactive, outcome-focused CS culture.
  • Drive Product Adoption and Account Health – Launch usage-based health scores, build automated alerting systems, and raise weekly active usage to 70%+.
  • Own Retention and Renewals – Forecast retention with ±5% accuracy, and consistently hit ≥94% gross and ≥115% net revenue retention targets.
  • Trigger Expansion – Collaborate with Sales to activate upsells tied to onboarding events and behavior-based playbooks—doubling per-customer expansion ACV.
  • Voice of the Customer – Lead quarterly VoC reporting, identifying themes and influencing 50%+ of roadmap priorities in partnership with Product and Ops.

Requirements:

  • 7+ years in B2B SaaS Customer Success, with end-to-end ownership of retention, renewal, and expansion.
  • 3+ years managing a book of $10MM–$40MM ARR, ideally across SMB or Mid-Market segments.
  • Demonstrated ability to scale post-sale operations, build onboarding and CS teams, and implement repeatable playbooks and tooling.
  • Strong fluency with health-score tooling (e.g., Gainsight, ChurnZero) and CRM/CS platforms (HubSpot, Salesforce Service Hub, or equivalent).
  • Fintech, accounting, or other compliance-heavy industry experience strongly preferred—especially with technical onboarding and change management.
  • Empathetic, data-driven leader who can inspire a team, de-escalate high-stakes conversations, and turn feedback into action.

Benefits:

  • Competitive salary and performance bonus
  • Great health, dental, and vision coverage + 401(k)
  • MacBook Pro + full tech stack + flexible PTO