Customer Success Regional Leader

For our client, we are seeking a Customer Success Regional Leader to join the team of a leader in the Finance & Insurance space. This role will lead regional relationship management and sales efforts, with a focus on client growth, retention, and satisfaction across a complex market. The leader will translate enterprise objectives into field execution and help shape a consistent client engagement approach for Relationship Managers. Success in this position will depend on strong executive presence, cross-functional coordination, and the ability to build trusted relationships with key clients and stakeholders. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $164,170 – $262,670 annually Responsibilities Provide leadership across Relationship Management and Regional Sales functions Develop and execute market and operating plans to grow assets and improve client satisfaction Translate corporate objectives into actionable field strategies that support alignment Drive retention and new business growth through coordinated sales and relationship strategies Expand client relationships and acquire new business through consultative approaches Establish a comprehensive client engagement model for Relationship Managers Maintain senior-level relationships with key clients and stakeholders Qualifications 12+ years of experience in financial services or related industries Experience leading sales and client relationship management teams in diverse environments Proven track record managing multi-level leadership structures Expertise in retirement plans, investment products, and public sector markets Strong strategic planning and financial acumen, with operational leadership skills Exceptional communication and influencing skills at the executive level Ability to navigate complex, matrixed organizations effectively Benefits Competitive total rewards package including base pay and incentive programs Flexible hybrid work schedules for improved work-life balance Tuition reimbursement for continued education Opportunities for professional and career development, including courses Comprehensive wellness programs promoting overall health Volunteer initiatives encouraging community engagement Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.