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Leads a Product Success team responsible for driving SMB customer activation, product adoption, and value realization. The role combines people leadership, scalable customer-success program design, data-driven playbook development, and cross-functional collaboration across Product, Sales, Marketing, and Implementation.
Drives onboarding, activation, education, and product adoption for a high-volume portfolio of SMB customers. The role requires at least three years of implementation or scaled customer success experience, strong analytical and program-building skills, and an interest in AI-powered financial services.
Leads enterprise customer success for strategic financial-services accounts, building the team, operating model, and playbooks that drive adoption, measurable value, expansion, and renewals. Requires 8+ years in enterprise customer success or related advisory work and 4+ years of direct people leadership.