Senior Director, Customer Success Programs And Operations
LOCATION
Not specified, but likely remote or hybrid options.
QUALIFICATIONS
8 years of Customer Success experience in a SaaS environment, strong understanding of onboarding, account management, and performance management, excellent communication and presentation skills, and a Bachelor’s degree or equivalent experience.
RESPONSIBILITIES
Drive effectiveness of the Customer Success team, establish CSM enablement programs, support customer communication and account management strategies, and build processes that improve customer retention and satisfaction.
INDUSTRY
Technology / SaaS (Communications)
SHORT DESCRIPTION
The Sr. Director of Customer Success Programs & Operations will lead initiatives to enhance the Customer Success team's performance and customer satisfaction, reporting to the VP of Customer Success.
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As a key member of the CS Leadership team, this person will build repeatable processes and enablement programs that drive measurable outcomes such as:
- upsell identification
- risk management
- customer communications
- revenue forecasting
- account health management
- product migrations
- cross-functional air-cover
- Serve as a thought leader in the CS org by networking and staying on top of developing best practices, tools and strategy evolution.
- Guide the CSM leadership team on strategy and operational change management, ensuring strategic decisions are supported through data and analysis, and align with company strategy.
- Build and maintain CSM coverage territories and inform CS Managers on staffing opportunities and risk
- Establish a CSM Enablement program, allowing for new hire training and ongoing CSM skills development. This program will also support cross functional teams in the enablement of CSMs such as Sales Strategies, Customer Marketing, New Product Introduction
- Deliver, maintain and update the strategy and execution of a CSM Executive Sponsor program, including systematic cadences with Executive Sponsors for customer feedback and measurement toward executive deliverables
- Support a robust CSM Customer Business Review initiative with metrics automation as well as presentation and one pager automation to scale best practices from largest customers into the long tail
- Set targets for CSMs and measure progress to attainment w/ insights to what’s working and what’s not that informs the CS leaders on next steps
- Build quarterly narrative decks illustrating strategy, achievements to targets, areas of opportunity and next steps
- Develop the operational cadences that drive adoption and a world class customer experience across segments and geos, such as Large Account Reviews, Weekly Forecast, All Hands, Monthly Operations Reviews and Quarterly Strategic Planning. Cadences will focus on progress to metrics attainment, evolving business priorities and trends, and corrective next steps to rectify gaps.
- Must be an intrapreneurial self-starter to build strategy and execution plan with self-reliance
- 8 years Customer Success experience within a SaaS company and direct involvement supporting CS strategy, organizational design, and performance management
- Strong understanding of all facets of Customer Success including Onboarding, Account Management & Retention, Programs, Training
- Enthusiastic and creative leader with a proven track record in attracting talent, and building and motivating teams
- Passion for data, analytics, and process; possessing the ability to identify systemic risk, trends and opportunities that continuously refine and improve business strategy and direction
- Strong business acumen and executive presence, combined with deep analytical, organizational and problem-solving skills; strong understanding of value drivers in recurring revenue business models
- Self‐starter, yet a team player with a collaborative approach and transparent leadership style.
- Ability to drive change management; guide the team with confidence and empathy through a fast-paced, changing environment
- Excellent listening, communication and presentation skills with strong ability to work collaboratively across the organization and obtain positive visibility and credibility quickly at the C-level
- Excellent program management skills and facilitation skills; Able to manage multiple projects at the same time and prioritize within competing priorities
- Demonstrated SaaS expertise and deep knowledge of the vital metrics that drive the Customer Experience and create shareholder value
- Bachelor’s degree or equivalent experience
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