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Director of Customer Success (Enterprise)
Capitalize · New York, United States
About The Role
Join our rapidly growing Enterprise business as the Director of Customer Success. In this role, you will be responsible for building and maintaining key client relationships, driving retention and expansion, and ensuring successful launches for new clients. You will work closely with Product, Engineering, and Operations to ensure client feedback is incorporated into product development and revenue growth. This position offers a competitive salary, equity, and a comprehensive benefits package.
- Establish and maintain key relationships with Enterprise clients, ensuring their needs are understood and addressed by the company.
- Lead structured business reviews and act as the internal voice of the Enterprise client, ensuring their feedback is incorporated into product development.
- Own key retention goals for relevant Enterprise clients, proactively ensuring client satisfaction and successful renewals.
- Strong analytical mindset, comfortable using data to drive decisions and prioritize work
- Experience owning or materially impacting retention and expansion metrics (NRR, GRR, upsell/cross-sell)
- Strong experience working with Enterprise clients, including senior product, operations, and business stakeholders
- 8+ years in Customer Success, Account Management, or post-sale leadership in B2B SaaS, fintech, or enterprise software
- Track record of working successfully in high-growth environments
- Structured thinker who can bring clarity to complexity
- Strong cross-functional collaborator who can align teams around shared goals
- High ownership and accountability, you take responsibility for outcomes, not just activity
- Comfortable operating in ambiguity and building from the ground up
- Experience in fintech, wealth management, or financial infrastructure
- Experience working with API-based or integration-dependent products
- Background in regulated or compliance-driven environments
- Experience in rapidly scaling companies
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