Director, Customer Success, FinBiz Vertical at Jobgether – United States

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