LeanData

Sr Director, Customer Success and Outcomes

LeanData$150K — $180K *
Enterprise Technology
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8-12 years in Customer Success, Account Management, or post-sales leadership in B2B SaaS
  • 3+ years managing and scaling Customer Success teams
  • Proven track record of owning gross revenue retention (GRR) and net retention targets
  • Strong operational and analytical mindset
  • Experience with mid-market and enterprise customer implementations
  • Relevant degree from a recognized institution, MBA preferred

Responsibilities

  • Own strategy, structure, and outcomes for a 5-7 person Customer Success team
  • Lead the evolution of Customer Success leveraging technology and frameworks
  • Drive an AI-focused Customer Success motion for SMB accounts
  • Direct execution of playbooks for adoption, risk mitigation, and expansion
  • Maintain systems for early warning on churn risk
  • Serve as the escalation point for significant customer issues
  • Coordinate with Sales on renewals, expansions, and growth

Benefits

  • Hybrid work environment with two in-office days weekly in Santa Clara
  • Opportunity to shape customer experience at scale
  • Leadership role in a high-impact Remain at the heart of modern revenue stack
  • Chance to build sustainable foundations for growth
  • Collaboration with multiple functions like Sales, Engineering, and Marketing
Full Job Description
Senior Director of Customer Success to lead, evolve, and scale our Mid-Market CS organization. Reporting to the Chief Customer Officer, you'll own end-to-end customer success strategy - segmentation, engagement models, and success planning - while playing a central role in shaping the customer experience at scale.

You'll also be at the forefront of how we apply AI: building an agentic CS motion that drives real focus, efficiency, and customer impact. This means reinventing how a high-performing team operates, not just automating what already exists.

In close partnership with Sales, Product, Professional Services, and Support, you'll ensure customers achieve measurable outcomes - directly driving gross and net revenue retention. This is a rare opportunity to build durable foundations for scale at a company that sits at the heart of the modern revenue stack.

Hybrid: Two in-office days per week (Santa Clara)

Responsibilities

Strategic Leadership
  • Own the strategy, structure, and results of a 5-7 person CS team - including engagement models, success planning, and a scalable operating model grounded in the customer journey.
  • Lead the evolution of CS by leveraging our tech stack and frameworks to free the team for the work that matters most; build leadership depth through mentorship, succession planning, and clear career paths.
  • Drive a "CS AI" motion for SMB accounts that maximizes efficiency without sacrificing customer satisfaction.

Execution & Delivery
  • Direct execution of playbooks across our Solution Value Framework - covering adoption, risk mitigation, and expansion in complex Salesforce environments.
  • Maintain early-warning systems for churn risk, enabling proactive retention at scale.
  • Serve as the senior escalation point for high-impact customer issues.
  • Drive operational rigor and consistency through Salesforce and CS tooling.

Collaboration & Influence
  • Act as the primary voice of the customer, shaping Product roadmap and Engineering priorities from frontline insights.
  • Partner with Sales and Account Management on renewals, expansions, and strategic account growth.
  • Collaborate with Marketing to generate customer advocacy, references, and case studies.
  • Lead executive business reviews and cross-functional planning sessions.

Metrics & Outcomes
  • Own and deliver gross revenue retention targets for the Mid-Market CS organization.
  • Ensure customers achieve measurable outcomes tied to revenue efficiency, pipeline conversion, and GTM alignment.
  • Define, track, and report on adoption, engagement, customer health, time-to-value, and CSAT.

Qualifications

Required
  • 8-12 years in Customer Success, Account Management, or post-sales leadership in B2B SaaS.
  • 3+ years managing and scaling CS teams, with a track record of developing talent and leaders.
  • Demonstrated ownership of GRR and net retention targets.
  • Strong operational and analytical mindset; able to translate data into executive strategy.
  • Experience supporting mid-market and enterprise customers through complex implementations.
  • Relevant degree from a well-regarded college or university, MBA a plus

Preferred
  • Experience scaling CS from mid-market to enterprise in a high-growth environment.
  • Technical familiarity with Salesforce-native platforms or RevOps/GTM infrastructure.
  • Background in RevOps, Sales Ops, Marketing Ops, or revenue intelligence.
  • Comfort aligning CS motions with both sales-led and product-led growth models.

About LeanData

LeanData is a provider of lead management software for enterprise businesses. The company's platform uses artificial intelligence and machine learning to help businesses manage their leads more effectively, by automating lead routing, lead matching, and lead-to-account matching. LeanData's customers include some of the world's largest and most successful companies, across a range of industries including technology, healthcare, and financial services.
Learn more about LeanData
Size
200 employees
Industry
Founded
2012

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