CareerPlan

Senior Director of Customer Success

New YorkFull-time$185k2026-09-04 → 2026-11-11
Hybrid

Core

Lead a high-performing Customer Success organization for a B2B SaaS platform helping financial institutions detect financial crimes and manage AML/KYC compliance.

Role type

Senior Director of Customer Success (Strategic & Operational Leader)

Builds

SaaS platform for financial crime detection, risk assessment, and AML/KYC compliance

Domain

Financial Services, RegTech, Anti-Money Laundering (AML), Know Your Customer (KYC)

Deliverable

production ML models

Required skills

Strategic leadership, revenue growth (retention/expansion), cross-functional collaboration, scalable operating model design, executive stakeholder management, financial crime workflows knowledge

Preferred skills

Public sector customer management, Customer Advisory Boards, Salesforce, global team management

Technologies

SaaS platforms, Salesforce

Responsibilities

Coach and develop the Customer Success team to drive retention and expansion; Build a scalable operating model standardizing the customer lifecycle; Partner with Sales, Product, and Engineering to integrate customer feedback and resolve technical issues; Establish early-warning indicators to mitigate customer risk.

Seniority

Senior Director, hands-on IC with strategic oversight