Customer Success Team Lead
Core
Lead and develop a high-performing Customer Success team to deliver exceptional client experience, 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 and coaching, Process design and operational excellence, KPI and performance management, CRM proficiency, Stakeholder management, Analytical mindset
Preferred skills
Experience in financial services, data, SaaS, or private markets
Responsibilities
Lead, coach, and develop a team of Customer Success Managers; Design and implement scalable Customer Success processes and best practices; Own team KPIs including GRR, NRR, and renewals; Drive best-in-class customer service standards and handle escalations; Recruit, onboard, and manage talent growth.
Seniority
Senior, hands-on IC with people leadership
