Apply

Director - Customer Success

Posted 1 day agoViewed

View full description

💎 Seniority level: Director, 3+ years

📍 Location: USA

🏢 Company: Finalis👥 101-250💰 $10,700,000 Seed almost 3 years agoFinancial ServicesInformation TechnologyFinTech

🗣️ Languages: English

⏳ Experience: 3+ years

🪄 Skills: LeadershipProject ManagementPeople ManagementCross-functional Team LeadershipStrategic ManagementCommunication SkillsAnalytical SkillsCustomer serviceAgile methodologiesMentoringOrganizational skillsTime ManagementWritten communicationCoachingExcellent communication skillsAdaptabilityProblem-solving skillsAccount ManagementTrainingActive listeningStrong communication skillsRelationship managementSales experienceTeam managementStakeholder managementProcess improvementCRMCustomer supportCustomer SuccessSaaS

Requirements:
  • You have exceptional written and spoken English (Proficient)
  • You have a minimum of 3 years of people leadership roles within Customer Success
  • Comfortable working across multiple departments in a deadline-driven environment
  • You have excellent communication skills and strategic planning skills
  • You have strong organizational skills and project management skills
  • You can handle confidential information
  • You are analytical and have a process-oriented mindset
  • You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines (multitasker who can quickly adjust priorities)
  • You are a self-starter, quick learner and highly organized with attention to detail
  • You are flexible, patient, persistent and have a team spirit attitude
Responsibilities:
  • Collaborate with the CSM team and Delivery team to maintain and evolve customer success strategies, incorporating best practices and creating customer support content that effectively addresses customer needs and enhances their overall experience
  • Own CSM account assignment process and expectations for CSMs across on-boarding, driving adoption, proving ROI to customers and flagging when a customer could be ready for an upsell to Sales. Key processes to build & create accountability for are: Time to OnBoard, Adoption Score, At-Risk customer model and Next Best Action Plays.
  • Maintain our Account Segmentation strategy to ensure proper ratios of CSM to Client and service level between our standard and high value clients
  • Coach your team to enhance overall relationships with assigned clients, taking ownership of their success by efficiently managing onboarding, implementation, training, driving adoption, ensuring retention, and consistently achieving high levels of customer satisfaction
  • Develop and nurture a trusted strategic advisor relationship with clients, actively driving ongoing value and maximizing the benefits they derive from our products and services
  • Contribute to the planning and development of customer communication strategies, leveraging customer insights and feedback to enhance messaging and ensure alignment with organizational goals and objectives
  • Demonstrate excellent communication skills to effectively engage with senior-level management, both internally and externally, in order to gain a deep understanding of customer needs, drive retention and growth, and effectively convey valuable insights and learnings
  • Proactively manage and maintain customer success metrics and data, diligently following established protocols and guidelines to ensure accurate and up-to-date records are maintained for analysis, reporting, and decision-making purposes
  • Evaluate the customer journey, identifying key touchpoints and assessing how they are supported, while adopting a consultative approach to assist clients in overcoming challenges and achieving their goals effectively
  • Prepare and analyze NPS surveys, meticulously identifying areas for improvement and providing actionable insights to drive continuous enhancements in customer satisfaction and loyalty
  • Collaborate closely with the sales and marketing teams to effectively gather customer references, conducting in-depth interviews and leveraging customer success stories to develop compelling case studies that highlight the value and impact of our products and services
Apply

Related Jobs

Apply

📍 United States

🧭 Full-Time

💸 163000.0 - 204000.0 USD per year

🔍 Life Sciences

🏢 Company: Datavant

  • 10+ years of relevant experience in Customer Success, Account Management, or Consulting, with 5+ years in the healthcare or life sciences space
  • 3+ years of experience managing and developing high-performing teams
  • Proven track record of owning executive relationships and delivering business outcomes across large enterprise accounts
  • Deep understanding of recurring revenue models and customer lifecycle management
  • Strategic mindset with the ability to both “zoom in” on execution and “zoom out” on portfolio-level planning
  • Strong communicator with executive presence, capable of navigating complex customer environments
  • Entrepreneurial, resourceful, and comfortable with ambiguity in a fast-paced environment
  • Experience developing cross-functional processes, playbooks, and success metrics to scale Customer Success operations
  • A strong sense of ownership, accountability, and a bias for action
  • Deep empathy for customers and a passion for improving human health through better use of data
  • Lead a team of Customer Success Managers, ensuring excellence in customer value, delivery, stakeholder engagement, and account growth
  • Own customer outcomes across a portfolio of strategic Life Sciences accounts, including renewals, retention, satisfaction, and expansion
  • Partner with Sales and Solutions teams to develop and execute account strategies that unlock long-term value
  • Build strong executive relationships with customers and guide strategic business reviews that reinforce Datavant’s impact
  • Design and implement scalable playbooks, systems, and programs that support customer health and team productivity
  • Influence internal stakeholders across Product, Engineering, Data Science, and Marketing to deliver exceptional customer experiences
  • Serve as a subject matter expert on healthcare data exchange and the application of real-world data (RWD) in clinical and commercial use cases
  • Contribute to a customer-centric culture through cross-functional collaboration and executive advocacy

LeadershipPeople ManagementCross-functional Team LeadershipCommunication SkillsCollaborationCustomer serviceMentoringCoachingAccount ManagementTrainingRelationship managementSales experienceStakeholder managementStrategic thinkingCustomer supportCustomer SuccessSaaS

Posted about 1 month ago
Apply