Head of Enterprise Customer Success
New
Z
ZocksFintech Wealthtech
Remote USFull-TimeManager
Salary$180,000-$220,000 base + equity
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Job Details
- Experience
- 8+ years of experience in enterprise customer success, strategic consulting, client advisory or similar, with 4+ years direct people leadership experience
- Required Skills
- LeadershipChange ManagementCustomer Success
Requirements
- 8+ years of experience in enterprise customer success, strategic consulting, or client advisory.
- 4+ years of direct people leadership experience building and managing teams.
- Prior experience in a wealthtech/fintech company or financial services firm is preferred.
- Executive credibility with the ability to build trust with senior financial services stakeholders.
- Operational rigor in building frameworks for customer outcomes and change management.
- Fluency in customer success motions including onboarding, implementation, activation, and value realization.
- Comfort operating in a fast-paced, high-growth startup environment.
- Interest in AI technology and its role in wealth management.
Responsibilities
- Recruit, mentor, and manage a team of Enterprise Customer Success Managers.
- Set the strategy, performance metrics, and operating model for the enterprise CS function.
- Design and refine repeatable customer engagement playbooks and systems.
- Partner with Sales to develop coordinated account strategies for value realization and renewals.
- Build and deepen relationships with senior stakeholders at strategic enterprise accounts.
- Collaborate with Product and Engineering to synthesize customer feedback into the product roadmap.
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