About the role

  • Define and execute the overall client success strategy, ensuring alignment with company goals for retention, expansion, and customer satisfaction.
  • Build scalable processes and frameworks to manage client success efficiently, emphasizing client health metrics, renewal rates, and upsell opportunities.
  • Ensure the team meets or exceeds targets for Logo, Gross, and Net Retention; maximize Net Retention through proactive account management, product adoption, and strategic expansion.
  • Develop consistent training and process materials for teams to create high consistency across the team; foster a high-performing team by coaching, mentoring, and providing regular feedback.
  • Advance and maintain strategic partnerships with high-value clients and develop multi-threaded relationships within accounts.
  • Create processes for impactful quarterly and annual client meetings focused on product adoption, upselling, and cross-selling.
  • Own CS operating cadence: run monthly renewal/expansion risk reviews, maintain an early-warning risk pipeline, and publish a monthly forecast vs. actual with mitigation plans by segment.
  • Standardize success plans and executive alignment, requiring written success plans for strategic accounts and establishing QBR/EBR rhythms with named executive sponsors.
  • Own monthly client success forecasting in partnership with senior leadership.
  • Partner with senior leadership to integrate customer feedback into company-wide strategies; map customer journey and lifecycle management to improve net retention and satisfaction.
  • Lead hiring, onboarding, and professional development for Client Success Managers; establish and monitor team KPIs and performance reviews.
  • Analyze and optimize client engagement strategies and streamline onboarding handoffs, customer training, and engagement.
  • Drive renewal and retention processes by identifying at-risk clients and implementing churn mitigation strategies.
  • Partner with sales to identify cross-sell and upsell opportunities; own team-level upsell and expansion revenue targets.
  • Establish and maintain data hygiene best practices in CRM tools (e.g., Salesforce) and develop executive-level reporting on client success metrics.
  • Create and implement processes for collecting, analyzing, and acting on customer feedback to inform product, marketing, and sales strategies.
  • Serve as the primary advocate and escalation point for high-impact client issues; other duties as assigned.

Requirements

  • Proven track record of success in a senior client success, account management, customer support, or customer experience leadership role, preferably in a SaaS or technology environment.
  • Exceptional leadership skills with experience managing and scaling client-facing teams.
  • Deep understanding of customer success metrics and methodologies with a results-driven mindset.
  • Strong communication and interpersonal skills, with the ability to influence and align stakeholders at all levels.
  • Expertise in CRM systems (e.g., Salesforce) and tools for managing customer health, engagement, and retention.
  • Analytical thinker with a strong ability to translate data into actionable insights and strategies.
  • Collaborative mindset, capable of working across departments to deliver exceptional client outcomes.
  • Familiarity with the construction industry and operational challenges is a plus.
  • Minimum Experience: Manager/Supervisor

Benefits

  • US base salary $100,000-$135,000 + commissions
  • OTE (base + commissions) $175,000; top performers can exceed OTE
  • Health, dental, and vision coverage
  • Disability insurance
  • Life insurance
  • PTO
  • 401(k) plan
  • Remote work (US-based)

Job title

Director of Client Success

Job type

Experience level

Lead

Salary

$100,000 - $135,000 per year

Degree requirement

No Education Requirement

Location requirements

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