Job Detail

Vice President, Customer Success at
Palo Alto, CA, US is the leader in digital business payments with 3 million members processing over $60 billion annually. Headquartered in Palo Alto, CA, we’ve built strong partnerships with more than 60 of the top-100 accounting firms and four of the top-10 largest U.S. banks.


We are turning our CS organization into a competitive force, evolving beyond great operational execution towards customer experience, advocacy and a moving to become a key differentiator in our industry.  We’re looking for a VP of Customer Success who leverages customer insights and champions impactful, strategic initiatives; someone who is passionate about change and leads an organization with an increased profile inside and outside This is a key leadership role reporting to the SVP, Customer Success.  


Responsibilities include:


  • Execution of organizational goals including SLA’s, CSAT and overall Customer Experience improvements in alignment with our Sales, Marketing and Product Management teams.
  • Execution and enhancement of our Performance Management model, focused on increased customer delight, efficient use of our resources and productivity improvements - via people, process or tools.
  • Champion our Customer Experience process- understanding the sources of friction, developing customer insights and influencing our Product Management, Development, Marketing and our Sales Organizations.
  • Launch our Customer Advocacy program, leveraging our customer relationships in the expansion of our business via referrals, user groups, trade shows or other initiatives.
  • Develop a strategic plan for the next phase of our CS HQ organization, accounting for operational, organizational and system needs.
  • Manage our Technical Escalations team and process, focusing on prompt resolution and the feedback loop into our customers and our Product Management teams.
  • Become a subject matter expert in our space and industry, not just on function.
  • Oversee our local new hire onboarding process, constantly fine-tuning our collaborating with our Recruiting and Professional Development teams.
  • Drive and foster a high performance organization, enabling a culture of promotion from within, talent development and high engagement.
  • Be a champion of our culture, embodying our values and a strong commitment to Customer Success.
  • Establish strong people management protocols and  practices in collaboration with the SVP of CS and other CS leaders.



  • 10+ years of Care Center / Customer Service experience, with at least 5 in a management capacity.
  • Experienced as a Manager of Managers, having led organizations 2 levels deep with at least 50 employees through significant changes in service models, infrastructure upgrades and rapid evolution of Product offerings.
  • Experience launching customer engagement programs - resulting in significant customer advocacy results.
  • Solid SaaS experience, preferably in a progressive career path - from Tier 1 to Implementations and Customer Success Management.
  • Solid customer success acumen with direct experience in solutions such as Totango, Gainisght, Zendesk and SalesForce.
  • Travel up to 20%.


Highly Preferred


  • Fintech and Payments Industry knowledge.
  • At least one successful scaling of a Service/Success organization beyond 50 employees.
  • Oversight of Account Management and/or Lifecycle Management teams  with accountability for Retention, upsell or engagement goals,

Key Milestones


Within 60 days

  • Understand our value proposition and customer segments - via our New Hire Training Program, research, and interactions with key stakeholders.
  • Understand the internal flows into and out of Customer Success, connecting with key areas that will need to be leveraged for the success of this role.
  • Alignment on CS priorities, staffing plan, timeline and expectations.
  • Gain working knowledge of our internal operational tools - e.g. Salesforce, Zendesk.
  • Partner with HR and Recruiting in the hiring and onboarding for all local CS positions.
  • Develop first version of strategic plan four our local operation.

Within 90 days

  • Acquire key Industry Knowledge - Digital Payments, AP/AR industry trends and key players.
  • Develop solid working relationships with other key teams in Palo Alto (Sales, Product Management, HR, Marketing) and Houston, actively optimizing for inputs and outputs.
  • Identify gaps in People, Process and Systems and collaborate with CS Ops to enhance organizational capabilities and results.


Within 120 days

  • Gain a thorough understanding of our ecosystem of Partners and Customers and specifics of our agreements.
  • Strategic Partners and Banks
  • Accounting Firms
  • Accounting Platforms (Intacct, Xero, Intuit, Netsuite)
  • Accountability for performance metrics assigned to local teams - SLAs, CSAT
  • Start executing on a talent development plan to quickly gain scale on the operation.