Key Responsibilities
Customer Retention & Renewals
- Own the renewal process and forecast across the customer portfolio.
- Proactively identify and mitigate churn risk.
- Establish account health metrics and customer success best practices.
- Drive strong renewal performance and customer advocacy.
Customer Success & Account Management
- Oversee the customer journey from onboarding through renewal.
- Build executive-level relationships with key stakeholders.
- Lead Quarterly Business Reviews (QBRs) and strategic account planning.
- Serve as the executive escalation point for customer issues.
Growth & Expansion
- Identify and drive upsell and cross-sell opportunities.
- Partner with Sales on account growth strategies.
- Support customer reference and advocacy programs.
Team Leadership & Operations
- Lead and develop the Customer Success team.
- Build scalable processes, playbooks, and success metrics.
- Maintain accurate forecasting and customer data within Salesforce.
- Establish a high-performance, customer-focused culture.
Cross-Functional Collaboration
- Serve as the Voice of the Customer across Product, Engineering, Marketing, and Sales.
- Influence product direction through customer insights and feedback.
- Partner internally to improve customer experience and business outcomes.
Qualifications
- 7+ years of Customer Success, Account Management, or related SaaS experience.
- 4+ years leading Customer Success teams.
- Proven track record driving customer retention, renewals, and expansion revenue.
- Experience managing enterprise customer relationships and executive stakeholders.
- Strong operational discipline with Salesforce and customer success metrics.
- Builder mentality with experience creating processes and scaling teams.
- Experience serving financial services customers is a plus.
What Success Looks Like
- Strong renewal and retention performance.
- Predictable customer health and renewal forecasting.
- Meaningful contribution to expansion revenue.
- A scalable Customer Success organization that supports company growth.
Our Values
We Learn from Our Customers
We actively listen to customers and prospects, using their insights to guide our strategy and innovation.
We Invent Awesome Stuff
We tackle complex problems others have written off—bringing bold, differentiated solutions to a market facing billions in online fraud.
We Are Honest, Ethical, and Kind
We operate with integrity and intention in every interaction—with customers, partners, and each other.
We Make Each Other Successful
We foster an inclusive, collaborative culture built on mutual respect, support, and continuous learning.