Uplinq
Uplinq AI: The future of intelligent bookkeeping & tax
Director of Customer Success
Location
Arizona
Posted
51 days ago
Salary
$190K - $250K / year
7 yrs expEnglish
Job Description
• Architect the Customer Journey – Define the full lifecycle: onboarding, adoption, QBRs, and renewal workflows.
• Own a ≤14-day time-to-first-value SLA.
• Build and Lead the Team – Hire, onboard, and coach 4 onboarding specialists, 3 CSMs, and 2 support reps to create a proactive, outcome-focused CS culture.
• Drive Product Adoption and Account Health – Launch usage-based health scores, build automated alerting systems, and raise weekly active usage to 70%+.
• Own Retention and Renewals – Forecast retention with ±5% accuracy, and consistently hit ≥94% gross and ≥115% net revenue retention targets.
• Trigger Expansion – Collaborate with Sales to activate upsells tied to onboarding events and behavior-based playbooks—doubling per-customer expansion ACV.
• Voice of the Customer – Lead quarterly VoC reporting, identifying themes and influencing 50%+ of roadmap priorities in partnership with Product and Ops.
Job Requirements
- 7+ years in B2B SaaS Customer Success, with end-to-end ownership of retention, renewal, and expansion.
- 3+ years managing a book of $10MM–$40MM ARR, ideally across SMB or Mid-Market segments.
- Demonstrated ability to scale post-sale operations, build onboarding and CS teams, and implement repeatable playbooks and tooling.
- Strong fluency with health-score tooling (e.g., Gainsight, ChurnZero) and CRM/CS platforms (HubSpot, Salesforce Service Hub, or equivalent).
- Fintech, accounting, or other compliance-heavy industry experience strongly preferred—especially with technical onboarding and change management.
- Empathetic, data-driven leader who can inspire a team, de-escalate high-stakes conversations, and turn feedback into action.
Benefits
- Competitive salary and performance bonus
- Great health, dental, and vision coverage + 401(k)
- MacBook Pro + full tech stack + flexible PTO