Source Job

US

  • Define and execute the regional customer success vision and strategy for the Americas financial services business.
  • Lead and develop a high-performing customer success organization while partnering with Sales, Engineering, and Product Management.
  • Build trusted relationships with senior customer stakeholders to drive adoption, retention, and growth.

Customer Success Leadership Strategic Planning SaaS Financial Services

20 jobs similar to Sr Director, Customer Success - Financial Services

Jobs ranked by similarity.

North America

  • Lead global Customer Success, Implementation, and Support function in an enterprise SaaS environment.
  • Own strategic customer relationships, retention performance, and customer advocacy.
  • Develop and mentor a team of 10 professionals and scale operational processes.

This company provides enterprise SaaS solutions addressing complex workplace, parking, and transportation challenges. It is a growing organization with a values-driven team that prioritizes customer outcomes, collaboration, and mutual support.

Global

  • Own retention and consumption across the full customer base, driving gross retention and expansion.
  • Lead and develop a team of managers and CSMs, building playbooks and capacity models that scale.
  • Partner cross-functionally with Sales, Services, and Product to deliver value and shape the customer journey.

Backstory (formerly People.ai) is an AI answers platform for sales teams, trained on billions of sales interactions to deliver trusted answers in existing workflows. The San Francisco-based company is backed by leading investors, recognized by Gartner and Forrester, and listed on the Inc. 5000.

$175,000–$225,000/yr
US

  • Define and lead a comprehensive customer success strategy focused on retention, expansion, and advocacy.
  • Build, scale, and mentor a high-performing customer success team, including managers and leaders.
  • Partner with Sales, Product, and Marketing to optimize the customer lifecycle and drive revenue growth.

The company is a B2B SaaS provider specializing in HR technology and employee engagement solutions. It fosters a customer-centric, remote-first culture and is scaling its customer success organization for significant growth.

$100,000–$140,000/yr
US

  • Develop and execute strategic success plans aligned with customer business objectives to drive retention and growth.
  • Build and nurture relationships with C-level executives, IT, and operational leaders to drive adoption and advocacy.
  • Leverage customer data to identify expansion opportunities and collaborate with Sales on upsells and cross-sells.

Connecteam is the leading platform for managing deskless teams, bringing daily operations and team communication into one intuitive app. Trusted by over 80,000 businesses and backed by $220M+ from Insight Partners, Stripes, and Tiger Global, Connecteam is rapidly expanding with a supportive, caring culture.

$70,700–$120,300/yr
US

  • Develop and execute strategic account plans that drive measurable value for enterprise customers.
  • Build trusted relationships with key stakeholders and lead renewal and expansion efforts.
  • Analyze customer data and collaborate cross-functionally to ensure seamless customer experiences.

RealPage provides software and analytics for real estate management. The company fosters an inclusive environment and offers competitive benefits to its employees.

$139,400–$200,000/yr
US 4w PTO

  • Lead and mentor a team of Customer Success Managers to drive retention and expansion.
  • Build scalable processes and optimize the end-to-end customer lifecycle.
  • Partner with Sales, Product, and other teams to advocate for customer needs.

Oura is a health technology company that creates smart rings and an app to help users track sleep, activity, and readiness. The company is growing quickly, values employee well-being, and offers a collaborative culture with offices in San Francisco, San Diego, and Los Angeles.

$200,000–$270,000/yr
US Unlimited PTO

  • Develop and execute customer success strategy to drive retention, adoption, and long-term value.
  • Lead strategic account planning, executive engagement, and revenue expansion with Sales.
  • Scale a high-performing organization, champion AI adoption, and use data to optimize success.

Veeva Systems is a mission-driven pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. We surpassed $3B in revenue as a public benefit corporation balancing customer, employee, society, and investor interests.

$170,000–$170,000/yr
Global

  • Own post-sale customer experience and retention across global accounts.
  • Build training and adoption programs that drive product usage.
  • Identify expansion opportunities and partner with Sales on upsell motion.

SimpleTrials provides a configurable CTMS and eTMF platform for clinical trial teams worldwide. They are a growth-stage SaaS company with double-digit growth, a committed team, and customers across the US, Europe, and APAC.

$170,000–$195,000/yr
US Unlimited PTO

  • Lead and scale a commercial customer success organization supporting secure software deployment.
  • Own the end-to-end customer journey, from onboarding and implementation to security authorization and renewals.
  • Partner with Sales, Engineering, Security, and Finance to drive retention, expansion, and customer outcomes.

The company provides secure software deployment solutions for government and regulated environments. It is a growing technology organization focused on mission-critical customer success and national security.

$140,000–$150,000/yr
US Unlimited PTO

  • Spearhead a customer-centric approach to help Americas customers achieve measurable outcomes with SugarCRM.
  • Foster deep customer relationships and drive customer value through adoption and expansion motions.
  • Strategize and implement initiatives for enhancing customer retention and precision selling adoption.

SugarAI is redefining CRM for the age of AI by turning fragmented customer and revenue signals into clear, prioritized action. Their global team is united by a shared commitment to impact, ownership, and continuous growth.

North America 3w PTO

  • Own Customer Success and Support end-to-end: team structure, staffing, and comp plans.
  • Design customer-tiering and coverage models to scale 2,100+ accounts.
  • Partner with Sales, Product, and Engineering to drive retention and expansion.

GC AI is the legal intelligence platform built for in-house legal teams and companies. With 2,100+ customers, an 80 NPS, and a culture of ownership and customer obsession, the company is scaling rapidly.

US

  • Build and maintain trusted relationships across an assigned customer portfolio, engaging executive sponsors, program leadership, IT, and end users.
  • Drive CaseWorks adoption through proactive outreach, customer education, best-practice guidance, and coordinated enablement activities.
  • Lead retention efforts, identify renewal risks early, partner with Sales on renewals, and uncover expansion opportunities aligned with customer needs.

Next Chapter Technology provides the CaseWorks platform, delivering document management, content services, workflow automation, and document infrastructure solutions for Health & Human Services agencies. The company is a close-knit, ambitious team that values individual contributions, collaboration, and shared vision for growth.

US Unlimited PTO

  • Lead, coach, and develop a team of Customer Success Managers supporting scaled customers.
  • Own the digital Customer Success strategy, including 1:many programs like office hours, town halls, and email campaigns.
  • Drive retention, renewals, and growth for the scaled portfolio while using data to improve engagement.

Radicle Health is a collection of human services software products designed to foster collaboration and innovation, helping organizations better serve their communities. The company fosters a culture of meaningful work, genuine care, and professional growth, where employees are free to show up as their full selves.

Unlimited PTO

  • Lead, coach, and develop a team of Customer Success Managers to build strong, trusted customer partnerships.
  • Own net revenue retention and drive end-to-end renewals, upsell, and expansion strategies across your portfolio.
  • Collaborate cross-functionally and act as executive sponsor for key accounts to deliver seamless service.

Radicle Health provides a suite of human services software products that help organizations serve their communities. The company is a collaborative, mission-driven home for software teams, where employees have ownership of their work and are encouraged to grow.

Americas 18w maternity 18w paternity

  • Lead and scale the AMER Customer Success organization, managing managers and a team of 15 CSMs.
  • Own AMER gross and net revenue retention, driving adoption, expansion, and disciplined at-risk processes.
  • Build a customer maturity framework, value-based EBRs, and AI-driven next-best-action systems.

UpGuard builds an AI-driven cyber risk posture management platform that helps organizations stay ahead of evolving attack surfaces. The company is scaling after a $75M Series C and is a Certified Great Place to Work with 99% employee satisfaction.

$90,000–$100,000/yr
US

  • Drive long-term customer value and product adoption across strategic accounts.
  • Partner with Account Managers and Renewal Managers to ensure portfolio retention and growth.
  • Lead Executive Business Reviews with C-level stakeholders to validate ROI and align roadmaps.

WorkWave empowers service professionals with software solutions to run their businesses more efficiently and deliver exceptional service. As a global tech leader with a startup's energy, they maintain a laid-back, high-performing, customer-obsessed culture.

$139,000–$160,000/yr
Global Unlimited PTO 12w maternity 12w paternity

  • Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
  • Build multi-threaded relationships with executives and decision makers to align on business outcomes.
  • Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.

Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.

$64,953–$75,778/yr
Canada 5w PTO

  • Drive measurable value realization within the first 90 days post-sale and own renewal and expansion strategy for your portfolio.
  • Develop multi-threaded relationships across decision-makers and create structured success plans tied to customer KPIs.
  • Proactively identify churn indicators through behavioral data and develop structured save plans with clear ROI articulation.

Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently. They are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.

US

  • Own the end-to-end customer success strategy, including onboarding, adoption, renewals, and expansion.
  • Drive retention and NRR by identifying churn risk early and building scalable playbooks.
  • Partner with sales and product to shape the customer voice and influence go-to-market decisions.

GoLinks builds productivity tools that simplify knowledge sharing and workflows for teams. It is a fast-moving startup focused on innovation, excellence, and growth.

$41,239–$48,264/yr
Europe

  • Be the voice of the customer, turning insights into actions that improve outcomes and experience.
  • Drive product adoption and value realization through success planning and executive business reviews.
  • Partner with Sales to identify upsell and cross-sell opportunities while managing retention.

Unit4 empowers people in service organizations with innovative Enterprise and Business software solutions. They are a people-first community with a high-performance team that values trust, accountability, and authenticity.