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Vanilla

Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.

Director, Customer Success

Customer Success ManagerCustomer SuccessFull TimeRemoteLeadTeam 51-200Since 2019H1B No SponsorCompany SiteLinkedIn

Location

Arizona + 17 moreAll locations: Arizona | California | Colorado | Connecticut | Florida | Idaho | Illinois | Kentucky | Maine | New Jersey | New York | Ohio | Massachusetts | Minnesota | Pennsylvania | Texas | Utah | Washington

Posted

21 days ago

Salary

$160K - $185K / year

Seniority

Lead

Bachelor Degree8 yrs expEnglish

Job Description

Director, Customer Success

Vanilla

• Build strategic, trust-based relationships with key customer stakeholders to drive loyalty, advocacy, and long-term partnerships. • Hire, mentor, and scale a team of Customer Success Managers across Pooled and Named segments, ensuring each receives the appropriate level of engagement and strategic support. • Design and implement scalable operational frameworks and SOPs tailored to both segments, continuously identifying gaps and bottlenecks in the customer journey. • Develop and execute strategies to grow retention, reduce churn through proactive at-risk identification and early intervention, and capitalize on upsell and cross-sell opportunities. • Partner with the customer onboarding team to ensure customers quickly realize value and maintain high engagement throughout their lifecycle. • Act as a key voice in shaping the company's overall customer success strategy and providing thought leadership to enhance Customer Success at scale. • Define, track, and report key Customer Success metrics including NPS, churn, customer health scores, and time to value to the executive leadership team. • Collaborate closely with Product, Sales, and Marketing to align on customer needs, integrate feedback into product development, and ensure a cohesive experience from pre-sales through adoption and beyond.

Job Requirements

  • 8+ years in Customer Success, Account Management, or similar SaaS roles, including 5+ years building and scaling high-performing CS teams at high-growth startups across both Pooled and Named segments.
  • Strong command of CS metrics including NPS, churn, LTV, and customer health, with a data-driven approach to analyzing customer data and delivering measurable improvements.
  • Demonstrated ability to manage relationships with enterprise-level customers and C-suite executives.
  • Hands-on experience with Customer Success platforms such as Gainsight or ChurnZero and CRM tools such as Salesforce.
  • Exceptional communication, presentation, and stakeholder management skills with a proven ability to influence cross-functional teams.
  • 3+ years in financial services or wealth management preferred, with a strong understanding of industry-specific client needs.

Benefits

  • Flexible paid time off policy and 10 company-wide paid holidays
  • Parental leave, 6 weeks for all full-time employees and up to 14 weeks for birthing parents
  • Medical, dental, and vision benefits coverage for employees and their families
  • 401K eligibility after one month of employment
  • Free estate planning documents
  • Budget for learning & development and home office setup
  • Paid parking or transit for hybrid and in office employees

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