Director of Customer Success (Enterprise)
About The Position
Capitalize is seeking a Director of Customer Success (Enterprise) to support the rapid growth of its Enterprise business. This role will focus on ensuring new Enterprise clients succeed, driving retention, expansion, and long-term growth. The position is a blend of revenue, product, and operations, requiring ownership of key Enterprise client relationships and close collaboration with Product, Engineering, and Operations to create a feedback loop between client needs, product development, and revenue growth. The company is a well-funded fintech startup modernizing retirement account transfers with an API-first approach, serving leading financial institutions.
Requirements
- 8+ years in Customer Success, Account Management, or post-sale leadership in B2B SaaS, fintech, or enterprise software
- Experience owning or materially impacting retention and expansion metrics (NRR, GRR, upsell/cross-sell)
- Track record of working successfully in high-growth environments
- Strong experience working with Enterprise clients, including senior product, operations, and business stakeholders
- Strong analytical mindset, comfortable using data to drive decisions and prioritize work
- High ownership and accountability, you take responsibility for outcomes, not just activity
- Structured thinker who can bring clarity to complexity
- Comfortable operating in ambiguity and building from the ground up
- Strong cross-functional collaborator who can align teams around shared goals
Nice To Haves
- Experience in fintech, wealth management, or financial infrastructure
- Experience working with API-based or integration-dependent products
- Background in regulated or compliance-driven environments
- Experience in rapidly scaling companies
Responsibilities
- Be a strategic partner to Enterprise clients
- Build trusted relationships with product, operations, and business leaders at our Enterprise clients
- Lead structured business reviews grounded in data, outcomes, and clear next steps
- Act as the internal voice of our Enterprise client, ensuring their needs are clearly understood and addressed by the company
- Help drive launch and growing usage of our APIs
- Ensure newly signed Enterprise clients launch successfully along with others in the organization
- Reduce time-to-value by improving how partners integrate, go live, and scale usage
- Help optimize integrations and product placements once launched
- Own retention and support expansion
- Own key retention goals for relevant Enterprise clients, proactively ensuring client delight and successful renewals
- Identify and support expansion opportunities across clients, use cases, and product surfaces
- Build visibility into renewal risk and expansion pipeline
- Drive cross-functional alignment
- Partner closely with Sales on account strategy, deal support, and expansion opportunities
- Work with Product and Engineering to translate client feedback into roadmap priorities and platform improvements
- Collaborate with Operations and Analytics to track partner performance and identify areas for optimization
Benefits
- Competitive salary and equity
- Medical, dental, and vision insurance, with 100% premium covered for employees and 50% for dependents
- 401(k) plan access
- Unlimited paid time off
- 12 weeks of fully-paid parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
