Customer Success Team Lead
Core
Lead and develop a high-performing Customer Success team to reduce churn, improve engagement, and drive retention and growth for the With Intelligence platform, Investor Solutions, and PMR verticals.
Role type
Senior Customer Success Team Lead (People Leadership)
Builds
Customer Success teams and scalable processes for financial data and intelligence platforms
Domain
Financial services / Data & Intelligence / SaaS
Required skills
Team leadership and coaching, Performance management, Data analysis and dashboarding, Process improvement, Cross-functional collaboration, Commercial awareness
Preferred skills
Experience in financial services, data, SaaS, or private markets, Salesforce/ChurnZero/Outreach proficiency
Technologies
Salesforce, ChurnZero, Outreach
Responsibilities
Lead, coach, and develop a team of Customer Success Managers; Own team KPIs for engagement, adoption, retention, GRR, and NRR; Improve and standardize onboarding, engagement, and renewal processes; Work cross-functionally with Sales, Product, and Marketing to improve customer experience.
Seniority
Senior, hands-on IC with people leadership focus
