Customer Success Team Lead
Core
Lead and develop a high-performing Customer Success team to drive adoption, retention, and customer satisfaction for a private markets M&A intelligence platform.
Role type
Senior Customer Success Team Lead (People Leadership)
Builds
Scalable Customer Success processes, playbooks, and a high-performing team
Domain
Financial services / Private markets / SaaS
Required skills
Team leadership, coaching and mentoring, process design, performance management, CRM proficiency, stakeholder management, analytical mindset
Preferred skills
Experience in financial services, data, SaaS, or private markets
Responsibilities
Lead, coach, and develop Customer Success Managers; Design and implement scalable CS processes and playbooks; Own team KPIs (GRR, NRR, retention); Manage recruitment and onboarding; Drive customer experience standards and handle escalations
Seniority
Senior, hands-on IC with people leadership
