Senior Associate, CRM leading operational and compliance procedures at CreditSights in Chicago. Collaborating with compliance teams to ensure efficient execution and issue resolution.
About the role
- Director of Customer Success overseeing strategy execution and team leadership at Float. Leading customer growth initiatives for the fintech company's business finance platform.
Responsibilities
- Overseeing Customer Success strategy to enhance onboarding processes and increase Total Payment Volume (TPV)
- Creating recurring and predictable post-sale revenue
- Executing Customer Success strategies that drive Net Revenue Retention through TPV growth and long-term customer retention
- Driving key customer metrics growth, including spend penetration and retention
- Translating customer insights into strategic, data-backed themes that inform product prioritization
- Designing and improving post-sale playbooks for efficient service across customer segments
- Recruiting and developing a high-performing Customer Success team
- Collaborating with product, marketing, sales, and finance teams to drive customer insights and growth initiatives
Requirements
- 7+ years of leadership experience in Customer Success, Account Management, and Implementation within startup, B2B, and/or fintech sectors
- Deep understanding of financial services and accounting platforms preferred
- Proven track record of exceeding customer expectations and fostering long-term relationships
- Strong analytical and data-driven approach to decision making
- Ability to collaborate effectively across departments
Benefits
- Competitive compensation, equity options, and benefits
- Hybrid work model – in-office days for connection and collaboration
- Catered team lunches every Tuesday, Wednesday and Thursday
- Dog-friendly office
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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