Jobs · Customer Service · California

Senior Director, Customer Success and Outcomes

LeanData · Santa Clara, CA · 2 wk ago
HybridCustomer ServiceFull-time

Responsibilities

  • Own the strategy, structure, and results of a 5–7 person CS team — including engagement models, success planning, and a scalable operating model grounded in the customer journey.
  • Lead the evolution of CS by leveraging our tech stack and frameworks to free the team for the work that matters most; build leadership depth through mentorship, succession planning, and clear career paths.
  • Drive a "CS AI" motion for SMB accounts that maximizes efficiency without sacrificing customer satisfaction.
  • Direct execution of playbooks across our Solution Value Framework — covering adoption, risk mitigation, and expansion in complex Salesforce environments.
  • Maintain early-warning systems for churn risk, enabling proactive retention at scale.
  • Serve as the senior escalation point for high-impact customer issues.
  • Drive operational rigor and consistency through Salesforce and CS tooling.
  • Collaborate with Sales and Account Management on renewals, expansions, and strategic account growth.
  • Collaborate with Marketing to generate customer advocacy, references, and case studies.
  • Lead executive business reviews and cross-functional planning sessions.

Qualifications

  • 8–12 years in Customer Success, Account Management, or post-sales leadership in B2B SaaS.
  • 3+ years managing and scaling CS teams, with a track record of developing talent and leaders.
  • Demonstrated ownership of GRR and net retention targets.
  • Strong operational and analytical mindset; able to translate data into executive strategy.
  • Experience supporting mid-market and enterprise customers through complex implementations.
  • Relevant degree from a well-regarded college or university, MBA a plus.

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