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Director Customer Success

Job Description
In order to serve our growing customer base more effectively, Lockstep is looking for a Director of Customer Success for our Receivables product to join our Customer Success team. As the Director of Customer Success - Receivables, you will lead the team to meet and exceed our retention goals, while defining the strategy that will support our customers at a scalable level. This is an excellent opportunity with exposure to executive leadership. This role reports to the Chief Customer Officer.

Key Responsibilities
  • Lead the CSM and Implementation teams to exceed annual retention, go-live, and advocacy targets

  • Drive evolution of the strategy to effectively support Receivables customers at scale

  • Support team members by contributing to customer conversations on growth opportunities or by diffusing escalations

  • Collaborate with Support, Ops, and Onboarding teams to ensure that customers are receiving the right level of cross-functional interactions within Lockstep

  • Liaise with the Product and Engineering teams to communicate customer needs to drive attainment of annual goals and ensure that customers are delighted by their product experience

  • Define value realization strategy and framework to be used by the Receivables team, and potentially for other products

  • Standardize processes and data across CS teams

  • Provide day-to-day coaching to your team and step in and demonstrate effective strategies as needed

  • Build reputation as a trusted advisor both internally and externally

  • Deliver reporting and updates to Executive Team on a periodic basis


  • Qualifications:

  • 5+ years of experience as a Manager or Director on a Customer Success team

  • Prior background working in a SaaS or technology-based organization

  • High degree of customer empathy, with the ability to effectively manage frustrated customers with grace

  • Experience managing teams

  • Self-motivated with the ability to adapt and work well in a fast-paced environment

  • Excellent written and verbal communication skills

  • Organized with a high degree of attention to detail and ability to prioritize



  • Do you love where you work? WE do!

    Who is Sage? https://www.sage.com/en-us/company/careers/who-we-are/
    How we make a difference: https://www.sage.com/en-us/company/sage-foundation/
    Champion of Business Builders: https://www.sage.com/en-us/products/
    Life at Sage: https://www.sage.com/en-us/company/careers/life-at-sage/

    Our comprehensive total rewards program includes:

  • Extended health, dental and vision coverage

  • On-going training and professional development

  • 21 days paid time off from the start

  • Paid 5 days to volunteer through our Sage Foundation

  • Matching Retirement contributions

  • And, so much more…


  • #LI-ATLSD
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    CEO of Sage
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    Steve Hare
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    To knock down barriers so everyone can thrive.

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    DATE POSTED
    June 3, 2023

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