Head of Customer Success

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Job Details

Experience
7+ years
Required Skills
Account Management

Requirements

  • 7+ years of progressive experience managing multi-disciplinary client-facing teams (Sales, Account Management, Support).
  • Experience within a fast-paced or regulated financial services environment (Fintech, Banking, Wealth Management).
  • Proven success in managing a P&L or revenue target.
  • Deep understanding of retail and institutional client onboarding processes.
  • Knowledge of regulatory requirements (KYC/AML) of a global bank.
  • Demonstrated ability to drive operational change and mandate process adoption.
  • Exceptional leadership, coaching, and conflict resolution skills.
  • Strong cross-functional communication and decision-making skills.
  • Dedicated workspace and reliable high-speed internet connection.
  • Alignment with Xapo values and values-driven leadership principles.

Responsibilities

  • Develop and execute a comprehensive customer success strategy that aligns with the company's overall business objectives.
  • Translate business objectives into actionable CS strategies and success metrics.
  • Directly manage and coach a team of Customer Success leaders and regional leaders.
  • Foster a culture of accountability, service excellence, and customer-centricity.
  • Optimize systems, processes, and the operating environment for effective support.
  • Ensure compliance with internal controls and regulatory standards like KYC and AML.
  • Establish and maintain a Quality Assurance (QA) program.
  • Serve as the escalation point for critical or high-risk customer issues.
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