Head of Client Success at Private Equity Insights
Core
Shape and execute client success strategy, scale operations, and drive customer growth for a global private equity community platform.
Role type
Head of Client Success (VP-level)
Builds
Client success and operations departments for a SaaS/media platform serving 240,000+ investment professionals
Domain
Private Equity / Financial Services / B2B SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Leadership in high-growth environments, scaling client success/operations functions, cross-departmental process harmonization, product-led growth approach, automation implementation, commercial acumen, team mentorship
Preferred skills
Experience driving revenue growth through customer success, international expansion expertise
Technologies
N/A
Responsibilities
Onboard new clients and manage delivery processes, report performance to clients, manage and mentor the client success team, build cross-departmental processes for efficiency, collaborate with founders on product-led user journey
Seniority
Executive, hands-on leader
