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← Totalexpert

Director, Customer Success

Totalexpert
Location
Remote, US
Posted
26 days ago
Department
Customer Success
Salary
$180,000 - $200,000
What they actually want (must-haves)
  • 8+ years in Customer Success, account management, or retention in B2B SaaS, including direct ownership of a retention or revenue number
  • 4+ years leading a Customer Success or account management team, including teams carrying individual NRR, renewal, or retention quotas
  • 3+ years in mortgage, banking, credit union, fintech, or adjacent financial services, at a lender or financial institution, or selling and delivering into one
  • Proven track record of improving GRR and NRR and reducing controllable churn and downsell
  • Experience operating a tiered or segmented coverage model
  • Hands-on experience leveraging and maturing a Customer Success Platform (Planhat, Gainsight, or similar)
Nice to have
  • Experience implementing Pendo or a similar product experience platform
  • Experience building a digital or low-touch CS motion for a long-tail segment
  • Practical experience deploying AI into a CS workflow, predictive scoring, prescribed plays, conversation intelligence, or automated account briefing
  • Prior experience at a mortgage-focused or financial-institution-focused SaaS or fintech vendor
  • Hands-on time inside a lending operation, loan officer, branch or production manager, or marketing leader at a lender
What the job really is

The Director of Customer Success at Total Expert is responsible for leading a team of Customer Success Managers and executing the company's retention operating model. This role involves managing customer retention, renewal execution, and downsell mitigation while ensuring measurable value is delivered to customers. The position requires a hands-on approach to coaching the team, managing commercial outcomes, and driving the maturity of the Customer Success function.

Benefits
  • The anticipated base salary range for this role is $180,000 - $200,000 annually
  • Variable compensation based on achievement of quota targets
  • Eligible to participate in the Employee Stock Option Plan
  • Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts)
  • Company paid Life Insurance, Short-Term Disability, Long-Term Disability
  • Flexible Time-Off (FTO)
Things to weigh
  • This is a quota-bearing role with specific retention and revenue targets
  • The role requires a significant hands-on approach, balancing building processes and managing a team
  • Remote candidates must reside outside of Minneapolis, MN, while local candidates must follow a hybrid schedule
  • No information on company culture or team dynamics is provided
Job score4.4/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency5/5

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