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Director of Customer Success

Who is Aiwyn and what do we do?


Aiwyn is transforming the way accounting firms streamline the entire revenue management lifecycle. Backed by top-tier investors (Bessemer, KKR & Revolution), we’re one of the fastest-growing scale-up software companies globally—delivering innovative technology and consistently raising the bar with world-class people, processes, and products.


To learn more, visit our website


This role:


We are seeking a dynamic, results-driven Director of Customer Success to lead and develop a high-performing Customer Success Management (CSM) team. This role is responsible for driving customer retention and engagement through a people-first approach, aligning customer objectives with business goals, and fostering a culture of coaching and growth for the team. You will lead with a focus on creating long-term value for our customers and building strong, lasting relationships.


The ideal candidate will have a proven track record of coaching, motivating, and scaling customer success teams, as well as being an advocate for our customers' needs. In this role, you will directly influence our company's success by aligning customer goals with our product offerings and ensuring that customer success is deeply embedded within our organizational culture.


Key Responsibilities:
  • Lead and Develop Customer Success Team:
  • Manage, mentor, and inspire a team of Customer Success Managers (CSMs), ensuring they are equipped to meet both individual and team objectives
  • Provide regular coaching and feedback to enhance team performance and customer outcomes
  • Foster a culture of collaboration, professional development, and a people-first mentality that promotes employee satisfaction and engagement

Customer Engagement and Retention:
  • Set and drive clear metrics for customer retention, engagement, and satisfaction, with a focus on measurable outcomes
  • Lead proactive initiatives to ensure customers derive maximum value from the product, reducing churn and increasing lifetime value
  • Own customer health monitoring strategies, identifying at-risk customers and collaborating with CSMs to intervene effectively

Prioritize Customer Objectives:
  • Work closely with customers to understand their business goals, challenges, and success criteria, ensuring alignment between customer needs and company offerings
  • Advocate for the customer internally, collaborating with product, sales, and marketing teams to deliver tailored solutions that support customer success
  • Align customer objectives with measurable business outcomes, ensuring that customer success efforts contribute directly to business growth

Performance Metrics and Reporting:
  • Develop and track KPIs related to customer satisfaction, retention, and engagement, holding the team accountable for achieving targets
  • Drive performance-based compensation models focused on retention and customer satisfaction, ensuring alignment with company goals
  • Report on team performance, customer success initiatives, and overall program health to senior leadership, providing insights and recommendations for improvement

Strategic Vision and Planning:
  • Collaborate with the V.P of Customer Success to define the strategic vision for Customer Success, ensuring it is integrated into the broader company objectives
  • Lead the continuous improvement of customer success processes, tools, and best practices to maximize efficiency and impact
  • Stay informed of industry trends and customer needs, adapting strategies to drive innovation and maintain competitive advantage

Cross-Functional Collaboration:
  • Build strong relationships with Implementation, Support, Sales, Marketing, Product, and other internal teams to ensure alignment on customer objectives and consistent messaging
  • Provide feedback to the Product team on customer pain points, feature requests, and opportunities to enhance the product offering based on customer insights


Qualifications:
  • Bachelor's degree or equivalent work experience; advanced degree preferred.
  • 7+ years of experience in Customer Success, with at least 3+ years in a leadership role, managing and scaling teams.
  • Proven success in driving customer retention, engagement, and satisfaction in a SaaS or B2B environment.
  • Strong leadership and coaching skills, with a demonstrated ability to develop and retain top talent.
  • Excellent communication, interpersonal, and relationship-building skills with both internal teams and customers.
  • Data-driven mindset with experience using analytics and CRM tools (e.g., Salesforce, Gainsight, etc.) to drive decision-making and performance.
  • Ability to prioritize and manage multiple initiatives in a fast-paced, growth-oriented environment.
  • Strong strategic thinking and problem-solving capabilities, with a customer-centric approach.


Benefits and Perks:
  • The big-picture value proposition of this role is simple: join us, and you'll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.

Other benefits include:
  • Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
  • Remote, work-from-anywhere culture
  • Flexible PTO
  • World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
  • Stock options - every Full Time Employee has ownership in Aiwyn's future and success.
  • 401(k) matching


Our Values:
  • Trust - We champion transparency, welcome differing perspectives, uphold accountability, and trust that others have good intentions
  • Courage - We have the courage to take calculated risks and embrace change, knowing what worked in the past won’t always work in the future
  • Impact - Rooted in determination and innovation, we chase extraordinary outcomes and impactful results
  • Relentlessness - We approach challenges with an unwavering resolve, never settling for mediocrity, and always striving to surpass expectations


Learn more about Aiwyn:


Aiwyn is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.


Candidate information will be treated in accordance with our CCPA privacy notice which can be found here: https://www.aiwyn.ai/ccpa

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What You Should Know About Director of Customer Success, Aiwyn

Aiwyn is on the lookout for a dynamic Director of Customer Success to join our remote team in the U.S. We're at the forefront of revolutionizing revenue management for accounting firms, and with backing from top-tier investors like Bessemer and KKR, we’re excited to bring the best minds onboard. In this role, you'll be responsible for leading our Customer Success Management team, ensuring that our clients not only stick around but thrive with our innovative technology. The ideal candidate will not just manage a team but will inspire them to achieve amazing outcomes through coaching, feedback, and a genuine people-first approach. Your days will involve setting clear customer retention metrics, creating value-driven initiatives, and advocating for customer needs across the company. You will be the bridge between customers and our organization, aligning customer objectives with our ever-evolving product offerings. If you’re passionate about building long-lasting relationships and creating a culture of success, this is the place for you. With Aiwyn, you'll have the freedom to solve meaningful challenges alongside top talents and enjoy a range of benefits like a travel stipend and stock options. Let's transform the accounting landscape together!

Frequently Asked Questions (FAQs) for Director of Customer Success Role at Aiwyn
What are the key responsibilities of the Director of Customer Success at Aiwyn?

The Director of Customer Success at Aiwyn oversees the Customer Success Management team, focusing on driving customer retention, engagement, and satisfaction. Responsibilities include managing and mentoring CSMs, setting performance metrics, advocating for customers internally, and tracking KPIs to ensure alignment with business goals.

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What qualifications do I need to apply for the Director of Customer Success position at Aiwyn?

Candidates for the Director of Customer Success role at Aiwyn should have at least 7 years of experience in Customer Success, with 3 years in a leadership position. A Bachelor's degree is the minimum requirement, but an advanced degree is preferred. Strong leadership, communication, and relationship-building skills are crucial for this role.

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How does Aiwyn support professional development for the Director of Customer Success?

Aiwyn encourages a culture of collaboration and professional development. The Director of Customer Success will have ample opportunities for coaching and mentoring, as well as the chance to influence customer success processes and best practices to maximize efficiency.

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What is the company culture like for the Director of Customer Success at Aiwyn?

Aiwyn boasts a remote work culture that champions trust, courage, impact, and relentlessness. The Director of Customer Success will thrive in a team that values transparency, embraces innovation, and encourages a work-life balance with flexible PTO and world-class health benefits.

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What growth opportunities can a Director of Customer Success expect at Aiwyn?

In the Director of Customer Success role at Aiwyn, you will have the chance to shape the customer success strategy influencing overall company performance. There are ongoing professional development opportunities, and successful candidates may have potential to rise into senior leadership roles as the company continues to expand.

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Common Interview Questions for Director of Customer Success
Can you describe your experience leading a Customer Success team?

When answering this question, highlight specific instances where you managed a team, focusing on your leadership style, team dynamics, and any measurable outcomes that demonstrate your success.

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How do you measure success in Customer Success?

Discuss KPIs you prioritize such as customer satisfaction scores, retention rates, and engagement metrics. Provide examples of how you've tracked and utilized these metrics to improve customer outcomes.

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What strategies have you implemented to improve customer retention?

Share specific strategies that you've employed in past roles. This might include personalized outreach, proactive health checks, or tailored customer training initiatives that led to reduced churn rates.

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How would you advocate for customer needs within the company?

Explain your process for gathering customer feedback and sharing insights with internal teams to improve products or services. Emphasize your experience with cross-functional collaboration.

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Describe a difficult customer situation you managed successfully.

Use the STAR method (Situation, Task, Action, Result) to structure your response. Explain the situation, your approach to resolution, and the positive outcome that resulted.

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What role does data play in your decision-making process?

Discuss how you utilize analytics and CRM tools to drive customer success and inform your strategy. Provide examples of data-driven decisions you've made that had a positive impact.

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How do you foster a positive culture among your Customer Success team?

Talk about your leadership philosophy, emphasizing coaching, mentorship, and creating an environment that encourages collaboration and professional growth.

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How do you handle competing priorities in a fast-paced environment?

Share strategies for prioritization, such as using project management tools or frameworks. Emphasize your experience in managing multiple initiatives without sacrificing quality.

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What experience do you have with SaaS or B2B environments?

Discuss your background in SaaS or B2B roles, highlighting your understanding of these markets, customer expectations, and how you've tailored Customer Success accordingly.

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What excites you about the opportunity at Aiwyn?

Share your passion for the mission and values of Aiwyn. Highlight specific aspects of the company or role that resonate with you, demonstrating your enthusiasm for transforming the accounting industry.

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Mission Driven
Social Impact Driven
Passion for Exploration
Reward & Recognition

Fix the work-to-cash cycle to help accounting firms save time, speed up cashflow, and deliver a superior client experience

47 jobs
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Full-time, remote
DATE POSTED
March 22, 2025

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