Revenue.io · 3 months ago
Director of Customer Success
Revenue.io is the Salesforce-native Revenue Orchestration Platform that helps high-performing sales teams win from first call to closed-won. The Director of Customer Success will lead and scale a global team of Customer Success Managers while managing a portfolio of strategic enterprise customers, driving adoption, growth, and retention through AI-powered insights and scalable programs.
Artificial Intelligence (AI)CRMFinanceFinancial ServicesInsurancePredictive AnalyticsSales AutomationSoftware
Responsibilities
Build, mentor, and scale a world-class team of Customer Success Managers, empowering them to deliver exceptional experiences and drive measurable customer outcomes
Lead highly effective weekly team meetings, deal reviews, and performance sessions to align priorities, share insights, and strengthen execution
Oversee headcount management, book balancing, and capacity planning to ensure equitable distribution of accounts and sustainable workload
Develop and execute hiring and onboarding plans that accelerate new hire readiness and reinforce a culture of excellence and accountability
Personally manage and grow key enterprise accounts—ensuring adoption, expansion, and executive alignment while modeling world-class CSM engagement
Partner with RevOps, Product, and Marketing to design and deliver digital programs, automation, and playbooks that drive consistent value across all segments
Use Revenue.io's own AI platform and Salesforce workflows to identify risks, predict churn, surface expansion opportunities, and trigger the right interventions at scale
Partner cross-functionally with Sales, Product, Support, Implementation, and Marketing leadership to align goals, define success metrics, and evolve the customer journey for long-term growth
Establish repeatable processes, implement KPIs, and continuously refine systems to improve visibility, scalability, and efficiency across the organization
Manage the operational rhythm of the CS team—tracking performance, forecasting capacity, and ensuring alignment between strategic objectives and day-to-day execution
Serve as the executive advocate for customer needs—bringing insights to influence product roadmap, go-to-market strategies, and company-wide customer obsession
Deliver on key performance targets by driving operational excellence, accountability, and data-driven execution across the Customer Success organization
Lead global transformation initiatives that marshal cross-functional resources to implement scalable, high-impact solutions that elevate customer outcomes
Collaborate with your team to showcase customer success stories—building case studies, model customers, and reference programs that demonstrate measurable ROI
Build and maintain trusted, executive-level relationships with customer leaders to ensure alignment, value realization, and long-term partnership success
Strategically prioritize investment of time and resources across accounts to maximize customer impact, retention, and expansion potential
Qualification
Required
10+ years of experience in Customer Success or Account Management within SaaS, including 5+ years leading and developing CSM teams
Proven success driving retention, expansion, and customer health in complex, enterprise-level accounts
Strong experience with Salesforce, CS automation tools, and AI-driven workflows to scale engagement and insights
Strategic and analytical mindset—able to balance data-driven decision-making with human-centered leadership
Excellent communication and executive-level presence with the ability to influence at all levels, both internally and externally
Deep understanding of the art and science of relationship management, value realization, and business impact storytelling
A passion for innovation, adaptability, and continuous learning in a fast-moving environment
Experience partnering cross-functionally with Sales, Support, Implementation, Marketing, Product, and Operations to deliver cohesive customer outcomes
Builder mentality—comfortable with ambiguity, process creation, and scaling programs from the ground up
Benefits
Paid parental leave (after 1 year of service)
Flexible time off (US only)
Competitive salary and stock options
Multiple medical plans to choose from including HSA and FSA
Work from home flexibility
Company
Revenue.io
Revenue.io powers high-performing teams with real-time guidance.
Funding
Current Stage
Growth StageTotal Funding
$35.6MKey Investors
Goldman Sachs Growth Equity
2018-11-01Series B· $30M
2014-12-31Seed· $2.4M
2014-07-01Convertible Note· $0.8M
Recent News
2025-10-25
2025-02-13
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