Director, Enterprise Success
Ren · Indianapolis, IN · 2 wk ago
RemoteRemoteInformation TechnologyFull-time
About the Role
As Director of Enterprise Program Success, you will lead the growth strategy for a defined portfolio of enterprise client accounts. You are not a relationship manager in the traditional sense. You are a growth partner: someone who builds trust with key stakeholders within a client organization, identifies where the next opportunity for partnership is achievable, and executes a structured plan to get there – driving growth in alignment with Ren’s risk and compliance standards. This is the role for someone with meaningful experience at the intersection of strategy, client relationships, and execution.
Responsibilities
- Managing the Account Plan and Growth Outcomes
- Accountable for the growth trajectory of a focused portfolio of 1–2 enterprise accounts. Own the plan and drive the results, in coordination with senior leadership on decisions with broader impact.
- Define growth goals for each account: incremental philanthropic gift volume, product module adoption, financial advisor penetration, and more.
- Build account-specific growth plans that are active, living strategies – regularly tested, refined, and tied to measurable outcomes – designed to maximize growth potential within responsible risk parameters.
- Apply a quantitative, firm-specific model of growth: understand which levers drive which outcomes, and validate through data and customer feedback loops (NPS, focus groups, experimentation).
- Prioritize and sequence growth initiatives through evaluation of opportunity size, strategic fit, resource requirements, and risk/return trade-offs – escalating material risks to senior leadership as needed – then build alignment to execute, both on the client side and internally.
- Building Relationships That Drive Impact
- Build and sustain relationships with key stakeholders within each client organization — the influencers and operators who shape what's actually possible.
- Cultivate relationships spanning business unit leads, regional leadership, operations, technology, and philanthropy teams.
- Maintain a system for tracking and managing key stakeholders; mapping influencers, champions, and decision-makers; understanding their priorities, and keeping Ren present and relevant at the working level.
- Act as a credible advisor to client stakeholders: understand their organizational goals and philanthropic strategy well enough to speak to their priorities, not just our own.
- Contribute to business cases alongside client stakeholders that justify incremental investment in giving-related integrations – helping them make the internal case as effectively as you make ours.
- Turning Client Complexity Into Growth Infrastructure
- Map core user journeys to identify opportunities for deeper integration into financial advisor workflows, making it easy for financial advisors to utilize Ren-supported offerings.
- Partner with Ren's product and operations teams to develop workflow solutions shaped by client needs, helping ensure the client's voice informs what we build.
- Engage client-side ops and technology teams as partners in designing and implementing integrations.
- Translate client feedback into actionable input for the product roadmap.
- Supporting the Internal Team Behind the Account
- Coordinate with marketing, field/relationship teams, analytics, product, and operations on account initiatives.
- Build account-level reporting and dashboards, keeping your manager and senior leadership informed on account health, growth trajectory, and risks.
- Partner with product marketing, charitable strategists, and operations leads to support go-to-client readiness across the account ecosystem.
Qualifications
- Bachelor's degree in business management, sales, or other related field.
- 5–8 years in enterprise growth, strategic account management, or management consulting, with exposure to financial institutions, fintech, or financial services preferred.
- Solid understanding of how operations and product capabilities translate into growth, and how to use that knowledge to identify opportunities and support adoption on the client side.
- Demonstrated contribution to growth outcomes with a track record of supporting performance improvements in complex accounts.
- Working knowledge of the relationship between product, operations, and commercial outcomes; able to connect client needs to internal capabilities.
- Solid analytical mindset: able to support modeling of growth opportunities, assess resource trade-offs, and contribute to business cases.
- Strong presence with client and internal stakeholders; comfortable presenting to senior audiences.
- Ability to contribute effectively to cross-functional teams through influence, supporting coordinated execution across marketing, product, field organizations, and more.
- Self-directed contributor who can create structure in moderately ambiguous situations, move from strategy to execution, and navigate the compliance and operational constraints typical of fintech environments.