Vice President, Customer Success

ESSENTIAL RESPONSIBILITIES & DUTIES:

Customer Success Strategy & Operating Model

  • Design and implement a segmented Customer Success model supporting strategic, scaled, and long-tail customer segments.
  • Establish engagement models including named CSM coverage, pooled customer management, and digital or AI-driven customer motions.
  • Lead customer segmentation, capacity planning, and book-of-business design aligned to customer value, complexity, and growth opportunity.
  • Define service levels, ownership boundaries, and operational standards across all customer segments.
  • Drive organizational transformation and change management initiatives to support evolving customer engagement models.
  • AI & Customer Success Platform Leadership

    • Evaluate, select, implement, and operationalize a Customer Success platform integrated with CRM, Support, billing, and product usage systems.
    • Develop health score frameworks, customer lifecycle workflows, segmentation logic, and reporting standards.
    • Define and execute an AI strategy for Customer Success, including workflow automation, risk identification, digital engagement, and productivity optimization.
    • Build scalable AI-enabled customer engagement models that improve coverage, prioritization, and proactive outreach.
    • Customer Lifecycle & Retention Management

      • Develop standardized lifecycle plays for onboarding, adoption, renewal readiness, risk mitigation, customer save motions, and expansion opportunities.
      • Ensure lifecycle plays are embedded into workflows and systems for consistent execution and measurement.
      • Build proactive risk identification and escalation processes to improve customer retention and renewal predictability.
      • Partner with Sales and Account Management teams to identify expansion opportunities and customer growth signals.
      • Drive improvements in Gross Revenue Retention (GRR), Net Revenue Retention (NRR), adoption, and customer health metrics.
      • Customer Capability & Issue Resolution

        • Expand Customer Success capabilities to directly resolve a broader range of customer issues and reduce unnecessary escalations to Support.
        • Partner with Support, Product, Services, Training, and Documentation teams to improve customer outcomes and reduce friction in the customer journey.
        • Develop technical and specialist capabilities within the Customer Success organization where appropriate.
        • Improve customer continuity and speed-to-resolution through stronger internal enablement and process alignment.
        • Leadership & Operational Excellence

          • Build and lead a high-performing Customer Success leadership team.
          • Establish KPIs, operating cadences, governance processes, and performance management frameworks.
          • Drive a culture of accountability, continuous improvement, operational rigor, and customer-centric execution.
          • Conduct regular business reviews and executive reporting on customer health, retention, adoption, and operational performance.
          • Collaborate cross-functionally with Product, Revenue Operations, Finance, Services, Support, and Sales leadership teams.

QUALIFICATIONS & EXPERIENCE:

  • Bachelor’s degree in Business, Marketing, Technology, or related field required; advanced degree preferred.
  • 10+ years of progressive leadership experience in Customer Success, Account Management, or post-sale SaaS operations.
  • Executive leadership experience within a SaaS or technology organization with complex customer segmentation and retention models.
  • Proven experience redesigning or scaling Customer Success operating models across high-touch and tech-touch segments.
  • Experience implementing and operationalizing Customer Success platforms and workflow automation tools.
  • Strong understanding of AI, automation, digital engagement strategies, and customer lifecycle orchestration.
  • Demonstrated success improving retention, adoption, and customer outcomes through operational excellence and scalable processes.
  • Strong executive presence with the ability to influence and collaborate across senior leadership teams.
  • Experience leading organizational transformation and change management initiatives

KEY PERFORMANCE INDICATORS (KPIs):

  • Gross Revenue Retention (GRR)
  • Net Revenue Retention (NRR)
  • Customer adoption and product utilization
  • Customer health score improvement
  • Renewal readiness and churn reduction
  • Expansion opportunity contribution
  • Customer satisfaction and engagement metrics
  • AI adoption and workflow efficiency improvements
  • Operational scalability and process consistency
  • WHAT SUCCESS LOOKS LIKE:

    • A clearly defined and scalable Customer Success operating model is successfully implemented.
    • AI-enabled customer workflows improve coverage, prioritization, and proactive customer engagement.
    • Customer Success platform adoption becomes embedded into daily operational execution.
    • Standardized lifecycle plays drive consistency across onboarding, adoption, renewals, and expansion.
    • Customer Success resolves a broader range of customer issues directly, improving continuity and reducing handoffs.
    • Retention, adoption, and customer growth metrics improve measurably over time.
    • The Customer Success organization operates with strong accountability, measurable performance standards, and operational discipline

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