Vice President of Customer Success at CaptivateIQ transforming customer engagement and value realization across SaaS products. Leading renewals, expansion, and customer success initiatives for diverse segments.
Responsibilities
Own GRR, NDR, renewal forecast accuracy, and commercial discipline across all customer segments.
Build and execute the roadmap to achieve 110%+ NDR over 24 months through churn reduction, value-led renewals, and repeatable expansion motions.
Evolve the Customer Value Journey to ensure CSMs consistently guide customers from adoption to ROI realization to modernization.
Ensure success plans, QBRs, and executive reviews are anchored in ROI storytelling, multi-persona alignment, and cross-product value creation.
Personally lead renewal-critical conversations for strategic accounts and coach leaders through deal strategy, negotiation, and root-cause diagnosis.
Build and elevate a world-class CS leadership bench spanning Enterprise, Mid-Market, SMB, and Digital motions.
Create a coaching culture grounded in core competencies: strategic value orientation, stakeholder influence, product fluency, early risk detection, cross-functional orchestration, executive presence, and ownership mindset
Redefine the CSM profile from reactive account management to consultative business leadership, equipping every team member to guide customers through adoption, ROI, and modernization phases.
Establish clear expectations, performance standards, and growth paths that raise organizational maturity and leadership accountability.
Redesign the CS operating model for scale and consistency, defining clear cadences, governance, and cross-functional workflows.
Partner with CS Operations to evolve health scoring, risk frameworks, and lifecycle analytics into predictive systems that identify issues before escalation.
Build dashboards and forecasting mechanisms that provide real-time visibility into adoption, health, and renewal pipelines.
Institutionalize disciplined hygiene around success planning, documentation, and risk management to drive repeatable execution across segments.
Develop deep expertise in CaptivateIQ’s expanding multi-product platform, understanding how modules deliver value across Finance, Accounting, RevOps, Sales, and IT.
Translate customer insights into structured feedback loops that shape roadmap prioritization.
Partner with Product and Engineering to ensure new features directly advance customer outcomes tied to accuracy, efficiency, and visibility.
Serve as the internal voice connecting product evolution to customer value creation, ensuring every roadmap decision aligns with measurable outcomes.
Maintain proactive executive engagement beyond escalations to understand workflows, friction points, and unmet needs.
Use customer insights to drive programmatic improvements in segmentation, enablement, onboarding, and value realization frameworks.
Ensure the customer voice is captured systematically and used as a strategic input into business planning and product strategy.
Requirements
12+ years in post-sales or Customer Success leadership, including 5+ years leading multi-segment organizations in enterprise SaaS.
Direct ownership of renewals and expansion quotas with a track record of improving NDR, reducing churn, and driving commercial accountability.
Experience designing and scaling CS operating models, including digital/tech-touch, enterprise high-touch, and pooled MM/SMB motions.
Deep experience leading CS through multi-product expansion and building outcome-based customer engagement frameworks.
Strong operational acumen in forecasting, metrics, systems design, and risk management.
Executive presence with the ability to coach teams and influence C-suite customers through structured, value-centric storytelling.
Demonstrated success partnering across Product, Sales, and Services to deliver integrated customer outcomes.
Track record of building high-performing, empowered teams through clarity, accountability, and empathy.
Benefits
(US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
Flexible vacation days and quarterly mental health days so you can recharge
Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
Annual stipends for professional development and caretaking
(US-ONLY) 401k plan to participate in and save towards the future
Newest Apple products to help you do your best work
Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent
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