Pursuit Consulting Services · 1 day ago
Customer Success Lead
Austin, Texas Metropolitan Area
Full-time
Hybrid
Mid Level
3+ years expPursuit Consulting Services is a fast-growing fintech startup transforming capital movement within the private equity ecosystem. As Customer Success Lead, you will guide customers through onboarding and long-term adoption, enhance their experience, and build strong relationships to improve their operations and capital movement.
Staffing & Recruiting
Hiring Manager
Jake Valles🏌🏽⚾️
Responsibilities
Own the full post-sale customer lifecycle, including onboarding, adoption, expansion, and renewals
Drive value realization by aligning customer goals with platform capabilities and measurable outcomes
Serve as the primary point of contact, providing responsive, clear communication via email, phone, and in-person interactions
Lead discovery and strategy sessions to understand customer objectives, define success metrics, and create execution plans
Proactively guide product adoption, streamline workflows, and help customers maximize ROI
Run key customer touchpoints, including QBRs, usage reviews, and strategic check-ins
Partner cross-functionally with Product, Support, and Operations to resolve issues and improve the customer experience
Act as the internal voice of the customer, surfacing insights that influence product roadmap and strategic priorities
Qualification
Required
3+ years of experience in Customer Success, Account Management, or a similar client-facing SaaS role
Exceptional communication skills with the ability to listen, synthesize nuance, and convey complex ideas clearly
Strong operational mindset with a structured, problem-solving approach
Experience using CRM and Customer Success tools such as HubSpot, Salesforce, Gainsight, or Catalyst
Preferred
Experience in fintech, payments, or workflow automation
Company
Pursuit Consulting Services
We're built for today's evolving hiring landscape.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase