Milestone Inc · 3 days ago
VP, Customer Experience & Success
Milestone Inc. is a leading Digital Experience Software and Services company focused on AI-first discovery, personalization, and conversion across all digital touchpoints. They are seeking a VP of Customer Experience & Success to own retention, expansion, partnership, and customer outcomes across a global customer base, with direct accountability for key revenue metrics and leading a large team.
Responsibilities
Own and improve GRR, NRR, churn, expansion, ARR growth, payback period, and cohort health
Operate a multi-million-dollar book of business, with accountability for renewals and expansion
Design, enhance and run end-to-end lifecycle playbooks (onboarding → adoption → value → renewal → expansion), directly tied to company OKRs
Establish a rigorous operating cadence including QBRs, executive reviews, customer advocacy health scoring, renewal forecasting, and expansion pipelines
Lead and scale 50+ global team members across Customer Success, Professional Services, Support, and CS Operations
Implement clear playbooks, SLAs, governance models, and escalation frameworks across time zones
Drive tight cross-functional alignment with Sales, Product, Marketing, Engineering, and Delivery to ensure one integrated customer journey
Lead change management initiatives when rolling out new processes, tooling, pricing models, or AI-driven workflows
Bring deep expertise in MarTech ecosystems: CDPs/CRMs, campaign orchestration, personalization, attribution, ABM, real-time decisioning
Demonstrate direct experience supporting hospitality and banking/financial services customers, including:
Acquisition, loyalty, guest/cardholder lifecycle
Compliance and governance expectations
Multi-location, enterprise digital environments
Translate platform capabilities into vertical-specific business outcomes (engagement, spend, retention, NPS, revenue lift)
Serve as an executive partner to CMOs, CDOs, Heads of Loyalty, and Digital leaders
Deploy AI-driven CS capabilities including:
Predictive health scoring and churn signals
Automated play triggers and next-best-action recommendations
Risk and expansion forecasting
Drive automation across the CS stack (CRM, ticketing, in-app guidance, chatbots, knowledge bases) to improve:
Time-to-value
Deflection rates
CS productivity and margin
Evaluate, integrate, and continuously optimize AI tools within the martech and CS ecosystem
Operate effectively across:
Recurring SaaS models (usage, adoption, land-and-expand)
Services / Agency models (projects, retainers, SOWs, campaigns)
Define clear value, scope, and success metrics when software and services are sold together
Partner with CS Ops / Rev Ops to standardize:
Handoffs and playbooks
Profitability tracking
Capacity and margin management
Eliminate hero-driven execution in favor of repeatable, scalable delivery models
Bring an entrepreneurial mindset —experience building or scaling teams, processes, or business lines in ambiguous environments
Build a strong CS leadership bench in the Bay Area while effectively leveraging global delivery hubs
Demonstrate executive presence with:
Board-level storytelling using data
Strategic customer engagement
Partner and ecosystem representation
Act as a culture carrier—setting high bars for ownership, accountability, and customer obsession
Qualification
Required
15–20+ years across SaaS, MarTech platforms, agencies, and/or high-growth B2B companies
Proven VP / Sr Director experience owning retention and expansion outcomes
Strong command of CS economics and operating metrics
Deep familiarity with hospitality and/or banking verticals
Hands-on leader who can operate at strategy and execution levels
Global leadership experience required
Preferred
Bay Area presence preferred
Benefits
Collaborative, high-bar leadership culture
Certified Great Place to Work
Company
Milestone Inc
Milestone drives online leads and customer acquisition for over 2,000 companies by seamlessly integrating “Experiences” and “Discovery” into its AI-First Digital Experience Platform.
Funding
Current Stage
Growth StageRecent News
Sourcery
2025-11-21
2025-11-15
2025-11-14
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