Uplinq

Uplinq AI: The future of intelligent bookkeeping & tax

Director of Customer Success

Full TimeRemoteTeam 51-200Since 2020H1B SponsorCompany SiteLinkedIn

Location

Arizona

Posted

51 days ago

Salary

$190K - $250K / year

7 yrs expEnglish

Job Description

• Architect the Customer Journey – Define the full lifecycle: onboarding, adoption, QBRs, and renewal workflows. • Own a ≤14-day time-to-first-value SLA. • Build and Lead the Team – Hire, onboard, and coach 4 onboarding specialists, 3 CSMs, and 2 support reps to create a proactive, outcome-focused CS culture. • Drive Product Adoption and Account Health – Launch usage-based health scores, build automated alerting systems, and raise weekly active usage to 70%+. • Own Retention and Renewals – Forecast retention with ±5% accuracy, and consistently hit ≥94% gross and ≥115% net revenue retention targets. • Trigger Expansion – Collaborate with Sales to activate upsells tied to onboarding events and behavior-based playbooks—doubling per-customer expansion ACV. • Voice of the Customer – Lead quarterly VoC reporting, identifying themes and influencing 50%+ of roadmap priorities in partnership with Product and Ops.

Job Requirements

  • 7+ years in B2B SaaS Customer Success, with end-to-end ownership of retention, renewal, and expansion.
  • 3+ years managing a book of $10MM–$40MM ARR, ideally across SMB or Mid-Market segments.
  • Demonstrated ability to scale post-sale operations, build onboarding and CS teams, and implement repeatable playbooks and tooling.
  • Strong fluency with health-score tooling (e.g., Gainsight, ChurnZero) and CRM/CS platforms (HubSpot, Salesforce Service Hub, or equivalent).
  • Fintech, accounting, or other compliance-heavy industry experience strongly preferred—especially with technical onboarding and change management.
  • Empathetic, data-driven leader who can inspire a team, de-escalate high-stakes conversations, and turn feedback into action.

Benefits

  • Competitive salary and performance bonus
  • Great health, dental, and vision coverage + 401(k)
  • MacBook Pro + full tech stack + flexible PTO

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