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 M&A Deals platform users.
Role type
Senior Customer Success Team Lead (People Leadership)
Builds
Scalable Customer Success processes, playbooks, and a high-performing team delivering best-in-class service.
Domain
Financial services / Private markets / SaaS
Required skills
Team leadership and coaching, Process design and operational excellence, KPI ownership 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 Customer Success Managers; Design and implement scalable Customer Success processes and playbooks; Own team KPIs including GRR, NRR, and retention metrics; Drive customer experience standards and handle escalations; Recruit and onboard new team members.
Seniority
Senior, hands-on IC with people leadership
