CareerPlan

Director of Customer Success

New York CityFull-time$180k2026-07-18 → 2026-11-12
On-site · United StatesVisa sponsorship offered

Core

Lead end-to-end account management, drive ERP adoption and expansion, and build a high-performing Customer Success team for a fintech AI-native ERP.

Role type

Director of Customer Success (Leadership)

Builds

Customer success plans, support SOPs, and a scalable CS organization

Domain

Fintech / Accounting / ERP

Required skills

Customer Success leadership, team building, ERP adoption strategy, cross-functional collaboration, SQL, Microsoft Excel/Google Sheets

Preferred skills

ERP, accounting, accounting audit, finance solutions, professional services

Responsibilities

Own e2e account management outcomes, drive ERP adoption and expansion, act as escalation point for high-tier accounts, operationalize customer support, build and lead a CS team, drive cross-team collaboration with Product and Engineering

Seniority

Director, strategic leadership & team building