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Director, Strategic Customer Success

The Role

In this role, your team will drive engagement and upsells while working closely with our clients to understand and address their business needs. You will work closely with our leadership team to report on the progress of financial metrics, clients to address their business needs, and our product/engineering teams to make sure we place our clients’ concerns above everything else. 

This position will report directly to the SVP of Customer Success. You will join a seasoned team of talented professionals and leaders here to help support you and your success! We hope you’re excited by the challenges a growing company offers, a lot of autonomy, and the prospect of shaping how we interact with our clients at Affinity.

What will I be doing?

  • Building and maintaining the team which includes hiring team members, developing the vision and strategy for their team's engagement and activities, identifying and forecasting churn risk, and driving the upsell process in partnership with key business stakeholders across Sales and Customer Success
  • Team development, including recruiting, hiring, training and coaching Customer Success Managers
  • Executing team goals - improving customer account health (near and long-term), securing favorable terms for upsells, identifying growth opportunities, and providing data insights back to the business at scale (over 3,000 accounts)
  • Ensuring that the team is effectively identifying customer requirements, uncovering issues, and demonstrating strong account management and commercial capabilities to drive product engagement and upsells
  • Acting as a point of escalation with customers
  • Proactively partnering with all other relevant internal functions (e.g., product, marketing, support, cs ops, finance, onboarding) to develop comprehensive 'win' strategies for driving engagement
  • Conduct forecast meetings with your team and deliver a regular revenue forecast to CS and Finance leadership
  • Provide executive management with insights into global upsell trends and key events, solicit executive engagement as required, communicate risks clearly, and take the lead in developing short and long-term resolution strategies

Qualifications

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Required:

  • 5+ years of experience leading a scalable CS function with large account volume & regional autonomy in a B2B SaaS environment
  • Proven track record of overachievement of quota and KPIs along with strong organizational, operational and analytical skills
  • Highly effective communication skills, capable of explaining complex situations clearly and credibly across all functions and levels of the organization
  • Experience working with a global CS organization
  • Possess exceptional executive-level negotiation skills and be an effective mentor for team members
  • Excellent financial acumen, process and policy management skills
  • Ability to work in a fast-paced environment and effectively prioritize and delegate
  • You are excited to contribute to fine-tuning the structure and process to scale the customer success team.

Nice to have:

  • Having previously worked at a SaaS company in the CRM or data services space 
  • Having worked previously with financial services clients

What you'll enjoy at Affinity: 

  • We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
  • We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. And provide flexible personal & sick days. We want our team to be happy and healthy :) 
  • We offer a 401k plan to help you plan for retirement.
  • We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning! 
  • We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
  • Virtual team building and socials. Keeping people connected is essential.

About Affinity

With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.

We use E-Verify

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

Average salary estimate

$135000 / YEARLY (est.)
min
max
$120000K
$150000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Director, Strategic Customer Success, Affinity.co

Are you ready to take the lead in driving customer success? Affinity is looking for a dynamic Director of Strategic Customer Success to join our growing team remotely in the USA. In this pivotal role, you will lead a talented group focused on increasing client engagement and driving upsells by understanding our clients' unique business needs. You’ll collaborate closely with our leadership team to report on financial metrics and work hand-in-hand with our product and engineering teams to ensure our clients’ concerns are always prioritized. This is your chance to build a high-performing team, develop engaging strategies, and forecast churn risks while managing over 3,000 customer accounts. You’ll also be a crucial point of escalation for customer concerns and need to intersect with various internal functions to develop winning strategies that drive engagement. Are you excited about partnering with teams across the business to create holistic solutions that enhance client satisfaction? If so, this role is tailor-made for you! At Affinity, we believe in nurturing your growth, so you’ll receive the support you need to hone your skills and take ownership in your work. Our inclusive culture, competitive benefits, and commitment to learning await you. Let’s shape the future of customer success together!

Frequently Asked Questions (FAQs) for Director, Strategic Customer Success Role at Affinity.co
What are the key responsibilities of the Director of Strategic Customer Success at Affinity?

As the Director of Strategic Customer Success at Affinity, you will lead a team dedicated to enhancing customer engagement and driving growth. Key responsibilities include overseeing account health, managing upsell opportunities, collaborating with cross-functional teams to deliver client solutions, and providing insights to executive leadership on upsell trends and risks. You will effectively build and maintain your team through recruiting and training, while ensuring their activities align with the company’s strategic goals.

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What qualifications are required for the Director, Strategic Customer Success role at Affinity?

To be a strong candidate for the Director of Strategic Customer Success position at Affinity, you should have over 5 years of experience in leading customer success functions in a B2B SaaS environment. A proven track record of exceeding quotas and KPIs, excellent communication skills, and the ability to work in a fast-paced environment are crucial. Experience with global customer success organizations and exceptional negotiation skills are also highly desirable.

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What career growth opportunities are available for the Director, Strategic Customer Success at Affinity?

At Affinity, the Director of Strategic Customer Success role not only allows you to lead a talented team but also offers numerous opportunities for career advancement. You will gain extensive insights from collaborating with multiple departments, contributing to strategic initiatives, and fine-tuning customer success processes. Continuous learning is a core value at Affinity, with access to professional development programs and leadership training that sets the stage for your future growth.

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How does Affinity support the work-life balance of the Director of Strategic Customer Success?

Affinity values work-life balance and offers flexible work options for the Director of Strategic Customer Success position. With the ability to work remotely, you’ll have the autonomy to manage your schedule while still meeting your professional responsibilities. The company provides generous personal and sick days, ensuring that you have ample time to focus on your well-being and personal commitments.

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What benefits can the Director, Strategic Customer Success expect at Affinity?

As the Director of Strategic Customer Success at Affinity, you can look forward to a comprehensive benefits package that includes medical, dental, and vision insurance, a 401k plan, and an annual budget for education. Additionally, Affinity supports your health and wellness with reimbursements for transportation and meals, fostering a happy and healthy work environment.

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Common Interview Questions for Director, Strategic Customer Success
Can you describe your experience leading a customer success team?

When answering this question, focus on specific examples of how you successfully built and managed your team. Highlight your leadership style, the strategies you implemented to improve customer satisfaction, and any measurable outcomes you achieved, such as increased upsell rates or improved customer retention.

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How do you identify and mitigate churn risks in a customer success role?

To answer effectively, discuss your approach to analyzing customer data for early warning signs of dissatisfaction. Explain how you establish relationships with clients to gain insights and implement proactive measures, such as tailored communication or dedicated support, to address any concerns before they escalate.

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What strategies have you used to drive customer upsells?

Share specific tactics you've employed to encourage upsells, such as understanding client needs through regular check-ins, providing training on new features, or developing personalized proposals. Highlight successes and how you collaborated with sales or product teams to optimize these opportunities.

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How do you effectively communicate with cross-functional teams?

Discuss your communication style and how you ensure clear information-sharing across various departments. Provide examples of how you coordinate with marketing, product, and sales teams to align on customer feedback and needs, underpinning the importance of collaboration for achieving customer success.

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What do you think is the most important quality for a Director of Strategic Customer Success?

Convey your belief about the essential qualities needed, such as empathy, strategic thinking, and leadership. Use examples to demonstrate how you embody these qualities and how they have positively impacted your team and customer relationships.

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Can you share how you measure the success of a customer success team?

When answering, elaborate on key performance indicators you track, such as customer satisfaction scores, upsell rates, churn rates, and account health metrics. Discuss how you gather this data and use it to inform your team's strategy and performance discussions.

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Describe a challenging customer situation you faced and how you resolved it.

Use the STAR method to structure your response. Describe the situation, the task at hand, the actions you took to address the challenge, and the positive outcome. Emphasize the importance of listening and responding effectively to customer concerns.

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How do you stay updated on industry trends and best practices in customer success?

Share specific resources, such as industry publications, webinars, or networking groups that you engage with to keep informed of trends. Highlight how you incorporate this learning into your role and share insights with your team to enhance their performance.

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In your opinion, what role does customer feedback play in enhancing customer success?

Discuss the vital role of customer feedback in refining processes and understanding client needs. Provide examples of how you have actively sought and acted on feedback to improve services and customer engagement strategies.

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What steps would you take to build and train a new customer success team?

Outline your strategy for recruiting diverse talent, designing training programs focused on best practices, and creating a supportive environment. Elaborate on continuous learning initiatives to keep the team engaged and aligned with company goals.

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Affinity's patented technology structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important con...

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Full-time, remote
DATE POSTED
March 13, 2025

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