Customer Success Lead
Skills
Software As A ServiceContent MarketingCustomer SuccessNegotiationReadinessRegulatory TechnologyRuby
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 5+ years in customer success account management or implementation roles preferably in SaaS or RegTech
- Proven experience managing enterprise relationships and complex stakeholder groups
- Strong communication empathy and problem-solving skills
- Understanding of compliance risk or legal tech platforms is highly preferred
- Ability to thrive in a fast-paced startup environment and build processes from the ground up
- Experience with tools like HubSpot Notion or Intercom is a plus
Nice to have
- Proactive
- Empathetic
- Process-oriented
- Collaborative
- Adaptable
Day to day
- Lead the post-sale customer journey from onboarding through renewal for enterprise clients
- Build trusted relationships with compliance legal and procurement stakeholders across financial institutions
- Proactively manage expectations drive engagement and improve satisfaction retention and expansion
- Collaborate with Product and Sales to translate customer feedback into platform improvements and roadmap decisions
- Create scalable playbooks dashboards and support processes while delivering training documentation and best practices
Hiring process
- Submit Application