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Staff Financial Group · 2 weeks ago

Head of Client Success

Duluth, GA

Full-time

Hybrid

Lead/Staff, Director/Executive

$120K/yr - $140K/yr

5+ years exp

Staff Financial Group is a fast-growing organization with a strong global presence, and they are seeking a Head of Client Success who thrives in dynamic, growth-oriented environments. The role involves leading and scaling the U.S. Client Success function, focusing on client onboarding, support, and account management to ensure a best-in-class experience.

B2BFinancial ServicesHuman ResourcesInsurance

Responsibilities

Develop and execute a client success strategy that aligns with business goals and supports retention and growth

Build, mentor, and coach a team of account managers and onboarding specialists with clear KPIs and structured coaching

Drive client onboarding, engagement, and lifecycle management to ensure a seamless experience

Partner cross-functionally with sales, marketing, and operations to elevate the client journey

Oversee account management and expansion opportunities, balancing proactive support with revenue growth

Track performance through metrics (retention, churn, NPS, CLTV) and report results to leadership

Optimize processes while maintaining a people-first culture of support and development

Qualification

Client success strategyKPI-based managementAccount managementTeam buildingCoachingDevelopmentProcess optimizationCommunication skillsRelationship building

Required

5–7+ years in client success, account management, or contact center leadership

Experience in small-to-mid-size company environments where agility and hands-on leadership are key

Proven ability to onboard teams, manage by KPIs, and coach/develop staff for performance and growth

Strong background in account management with a balance of strategy and execution

Exceptional communication and relationship-building skills with both clients and internal teams

Comfortable engaging with C-Suite leaders while also being on the floor coaching your team

Passion for people, growth, and building scalable processes in a fast-paced, acquisition-driven company

Benefits

Bonus

Benefits

Training

Support

Resources

Company

Staff Financial Group

Staff Financial Group is a staffing and recruiting company offering accounting and financial recruiting services.

Founded in 2003

Atlanta, Georgia, USA

11-50 employees

http://stafffinancial.com

Funding

Current Stage

Early Stage

Leadership Team

Andree Frost

Client Partner/Managing Director Recruiting

Michael Lanzillotti

Client Partner

Company data provided by crunchbase