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, processes, playbooks, and commercial performance across Associate, Trad, PMR, and Investor Solutions.
Domain
Financial Services / Data / SaaS / Private Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Team leadership and coaching, performance management, data analysis, process improvement, cross-functional collaboration, commercial awareness, stakeholder management, recruitment and onboarding
Preferred skills
Experience in financial services, data, SaaS, or private markets
Technologies
Salesforce, ChurnZero, Outreach
Responsibilities
Lead, coach, and develop a team of Customer Success Managers; own team KPIs (engagement, adoption, retention, GRR, NRR); use dashboards and CRM reporting to identify risks and trends; improve and standardize onboarding, engagement, and renewal processes; work cross-functionally to improve customer experience and commercial performance.
Seniority
Senior, hands-on IC with people leadership focus
