Job Closed
This listing is no longer active.
Customer Success Leader
Location
United States
Posted
78 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Customer Success Leader
Graphite Financial Group
As the Customer Success Leader at Graphite, you are responsible for owning and scaling the entire post-sale client function. This role carries direct accountability for Gross Dollar Retention (GDR) and Net Dollar Retention (NDR) across a 400+ customer portfolio spanning Accounting, Finance, Tax, Payroll, and HR services. This is a high-ownership leadership role in a scaling professional services environment. You are responsible for building the retention engine — defining the operating model, enforcing commercial discipline, and developing a high-performing team of Customer Success Managers. Graphite delivers services through dedicated Accounting, Finance, Tax, Payroll, and HR teams. Customer Success operates in close partnership with these service leaders to ensure coordinated delivery, clear scope management, and consistent client outcomes. Success in this role requires financial fluency, executive presence, operational rigor, and the ability to align Sales, Customer Success, and Service Delivery around long-term client value. *Please note that we are specifically seeking candidates with experience managing B2B client relationships within SaaS, fintech, or professional services environments, supporting founders and finance leaders in engagements that require fluency in accounting, financial statements, and operational finance. - Own Gross Dollar Retention (GDR) and Net Dollar Retention (NDR) performance - Lead renewal strategy and ensure disciplined execution across the portfolio - Define account segmentation and tiered engagement models - Establish clear renewal timelines and enforce accountability across the CS team - Set commercial guardrails for scope adjustments, pricing normalization, and concessions - Build and maintain churn forecasting and retention reporting for executive leadership - Lead quarterly portfolio reviews focused on risk concentration and expansion leverage - Develop and coach a team of Customer Success Managers with clear performance standards - Establish escalation thresholds between CSMs, Services leadership, and Executive team - Partner closely with Sales to ensure clean handoffs and expansion alignment - Partner with Sales to drive coordinated expansion strategy across the portfolio, ensuring proactive growth planning and clean commercial execution. - Identify systemic friction between Sales and Service Delivery and resolve it at the operating level - Serve as the executive escalation owner across the portfolio and directly manage high-tier or high-risk accounts. - Champion long-term client value realization over short-term concessions - Represent the voice of the customer in firm-level strategic decisions The total target compensation for this position is $130,000, which includes an annual base salary of $100,000 and an annual incentive target of $30,000 Qualifications - 5+ years of experience in B2B Customer Success, Account Management, or Revenue leadership within SaaS, fintech, or professional services - 2+ years leading and developing a Customer Success or Account Management team - Proven ownership of Gross Dollar Retention (GDR) and Net Dollar Retention (NDR) metrics - Demonstrated experience building or scaling Customer Success processes in a growing organization - Strong working knowledge of accounting principles and financial operations - Comfort reading and discussing financial statements (P&L, balance sheet, cash flow) with executive stakeholders - Experience managing founders, CEOs, CFOs, Controllers, or senior finance leaders - Demonstrated ability to operate cross-functionally across Sales and Service Delivery - Experience managing renewal strategy and commercial negotiations - Strong analytical capability with experience building retention forecasts and executive reporting - High emotional intelligence and executive presence - Organized, disciplined, and capable of driving accountability across a team - Experience with HubSpot CRM and Service Hub tools strongly preferred - Experience within SaaS, fintech, accounting, finance, tax, payroll and/or HR services STRONGLY preferred Comprehensive Benefits & Perks: - Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Financial Security: Company-paid Short-Term and Long-Term Disability insurance. - Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k: With a company match
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Client Success Manager
Veradigm®Driving value through its unique combination of platforms, data, expertise, connectivity, and scale.
• Serves as the primary operational contact point with the client to ensure an extraordinary experience with Veradigm products and services • Leads complex collaborations of client and Veradigm teams to ensure alignment and agreement to goals and supporting action plans • Maintains internal client updates using Client Health Dashboards and/or required reporting mechanisms • Creates/maintains complex client facing executive dashboard for monthly operational review • Facilitates Strategic Roadmap Planning for complex current and future projects - aligning Veradigm solution releases with client strategic priorities • Ensures oversight, visibility, and tactical coordination of complex Veradigm Services Initiatives • Ensures client regulatory preparedness as it relates to Veradigm solutions • Delivers client communications on potential business-impacting items, including Industry/Veradigm news, release plans, planned outages, and Major Incidences • Identifies opportunities for and ensures execution of solution optimizations, workflow best practices, educational opportunities, etc. • Supports client participation in Voice of Customer processes such as KLAS and CSAT, including providing invitations, reviewing feedback, and creating/driving improvement action plans • Identifies and grows reference accounts, including sharing client success stories and outcomes improvements • Participates actively in client Quarterly Business Reviews (QBRs) • Provides advanced consultative insights into the client growth plan • Provides support to resolve complex financial or contractual disputes, including concessions, terminations, and unfunded project requests • Facilitates complex discussions on the resolution of non-disputed A/R issues where Veradigm finance is unable to make forward progress using normal processes • Drives client prioritization with escalated issues in support • Mentors/provides guidance to less experienced Client Success Managers
Benefits Relationship Advisor
AO Globe LifeAO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. The company operates fully remotely and focuses on service, leadership development, and long-term career growth.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description AO Globe Life is actively hiring to join our fully remote, mission-driven team. This opportunity is ideal for recent or soon-to-be graduates with backgrounds in business, marketing, communications—or for anyone who thrives in a people-focused, service-first environment. We provide hands-on training, qualified client appointments, and a structured support system designed to help you succeed while working from anywhere in the United States. - Conduct scheduled virtual consultations with clients using Zoom - Guide individuals and families through personalized benefit options and enrollment - Maintain clear and accurate client documentation and records - Provide professional, client-focused service throughout each interaction - Participate in mentorship programs, training sessions, and team development meetings - Build meaningful client relationships that support long-term trust and success Qualifications - Strong communication and interpersonal abilities - Organized, self-motivated, and comfortable working independently - Confident using video communication platforms and digital tools - Passion for helping others and contributing to meaningful work - Customer service or consultative experience is helpful but not required Requirements - Must be authorized to work in the United States - Reliable internet connection - Windows-based laptop or desktop computer with a functioning webcam Benefits - 100% remote work environment with flexible scheduling - Weekly pay through commission-based earnings - Pre-qualified client appointments provided — no cold outreach - Long-term earning potential through vested renewals - Equity opportunities and monthly/quarterly performance bonuses - Comprehensive training and licensing support - Clear advancement pathways into leadership roles - Supportive, people-focused team culture Company Description For more than 70 years, AO Globe Life has provided supplemental benefits to working-class families across the United States. The organization proudly serves union members, credit union clients, and veterans by delivering financial protection programs designed to help families prepare for the unexpected. With a growing remote-first workforce, AO Globe Life is committed to empowering professionals to build meaningful careers that combine flexibility, service, and long-term opportunity. Interested in launching a career that blends purpose, flexibility, and growth? Apply today and begin building your future with AO Globe Life.
Customer Success Manager, DACH
GitLabGitLab, founded in 2011 and based in San Francisco, California, maintains a distributed team of professionals that work remotely across multiple continents. GitLab advocates for pr
• Partner with our customers in taking what was established in the pre-sales command plan, and turning the customers desired positive business outcomes into actionable objectives • Know the GitLab platform, our more common best practices, and use cases in order to guide the customer • Understand the customer journey and be able to guide them on future adoption • Act as the GitLab liaison for GitLab questions, issues, or escalations. Collaborate with GitLab Support, Product Management (i.e., roadmaps), or other teams as needed • Own a book of assigned customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction • Remain knowledgeable and up-to-date on GitLab releases
• Act as an operational point of contact for client communication alongside the CSM. • Respond to client inquiries through async channels and maintain clear, professional communication that reflects Yellowstone Local standards. • Assist with onboarding logistics by gathering required documentation, preparing systems, and coordinating with internal teams to ensure new clients are properly set up and supported. • Track deliverables, manage follow-ups, and ensure commitments made during client calls are completed. • Maintain organized documentation of communications and account activity. • Maintain accurate client records in HubSpot, track engagement data, and support the preparation of reports that help the CSM monitor client performance and outcomes. • Work across recruiting and support teams to ensure client-related tasks are completed on time and properly documented. • Track engagement signals, timelines, and operational performance indicators. • Assist the CSM by identifying potential opportunities for additional services and preparing supporting documentation or insights for retention and growth discussions.



