Director, Customer Success

SugarAI•Quinte West, ON

1d•Hybrid

About The Position

SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. We help teams focus on what matters most and know exactly what to do next. We are building intelligent, intuitive solutions that work within the flow of how teams actually sell and serve, focused on solving complex, real-world challenges where relationships, context, and precision make all the difference. Our global team is united by a shared commitment to impact, ownership, and continuous growth, creating an environment where thoughtful ideas move quickly, people are trusted to lead, and flexibility supports how great work gets done. We are looking for individuals excited to help shape what's next in AI-driven CRM and build technology that drives real outcomes. As the Director, Customer Success, you will spearhead our customer-centric approach to help our Americas customers achieve measurable outcomes and long-term value with SugarCRM. Your role goes beyond traditional management; it's about cultivating a culture of excellence within your team. In this pivotal position, you will lead a team of Customer Success Managers to develop customer advocates, foster deep customer relationships and drive customer value through adoption and expansion motions. This role operates on a hybrid model, with a mix of remote work and in-office collaboration at our Denver, CO location, specifically, working in-office a minimum of 3 days per week.

Requirements

8+ years of customer success or account management experience and at least 3+ years of people management experience
In-depth understanding of CRM software and the B2B SaaS industry
Demonstrated ownership of a renewal forecast exceeding $13M and growth forecast exceeding $2.5M million ARR
Experience driving continuous improvement initiatives, implementing best practices, leveraging customer feedback, and advocating for product enhancements or operational improvements to enhance the overall customer experience and maximize customer success outcomes
Demonstrative success monitoring and analyzing customer health metrics, usage patterns, and feedback to identify trends, proactively address potential issues, and develop strategies to enhance customer satisfaction and loyalty
Experience generating reports, dashboards, and insights on customer success metrics, retention rates, renewal forecasts, and revenue growth to inform decision-making, measure performance, and optimize customer success initiatives

Nice To Haves

Bachelor's degree in Business, Marketing, or a related field
CRM/ERP/Marketing Automaton-centric customer success or account management experience

Responsibilities

Lead, mentor, inspire and develop a team of Customer Success Managers (North America), providing guidance, training, and support to foster a customer-centric culture and drive performance excellence.
Drive the process of regular business reviews within your customer tier, creating repeatable techniques that span high-medium-low touch engagement with customers based on their needs.
Support CSMs in managing customer accounts, establish strong relationships with stakeholders, and act as the first point of escalation for critical customer issues.
Strategize and implement initiatives for enhancing customer retention and precision selling adoption.
Establish and enforce a structured risk identification framework, including early-warning indicators and mitigation plans at least two quarters in advance of renewal.
Coach and enable CSMs to operate as revenue stewards, ensuring commercial conversations occur well in advance of renewal events and help support expansion conversations that drive both customer value and SugarCRM revenue.
Collaborate with your CSMs, Professional Services, Support and Marketing teams to identify and drive growth opportunities within your customer base to hit annual growth targets.
Partner closely with Sales and CS leadership to ensure growth and renewal forecast alignment, transparency, and executive visibility of risks, changes and opportunities.
Track and rigorously monitor core Customer Success metrics — renewal rate, growth rate, customer health, and sentiment — using both leading and lagging indicators to identify trends early, drive proactive action, and eliminate surprises in customer attrition.
Maintain disciplined CRM hygiene and forecast documentation standards across the team.
Develop deep product knowledge, stay informed about product updates, features, and capabilities, and effectively communicate value propositions to the CSM team and customers to drive product adoption and usage.

Benefits

Excellent healthcare package for you and your family
Savings and Investment – 401(k) match
Unlimited Paid Time Off
Paid Parental Leave
Online Legal Services (Rocket Lawyer)
Financial Planning Services (Origin)
Discounted Pet Insurance (Embrace Pet Insurance)
Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public
Health and Wellness Reimbursement Program
Travel Discounts
Educational Resources - Career & Personal Development Program
Employee Referral Bonus Program
Merit-based company with many opportunities to learn, excel and grow your career