Capitalize
Director of Customer Success (Enterprise)
New York · Director
Sponsorship not specified$140k-$160kDetected 55 days ago
Account ManagementCustomer SuccessLeadership
About the role
- We've more than tripled the number of Enterprise clients in the last 18 months and we're growing fast.
- This role sits at the intersection of revenue, product, and operations.
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
- Help drive launch and growing usage of our APIs
- 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
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
Nice to have
- 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
- 401(k) plan access
Compensation
- Director: $140K - $160K Base Salary
Benefits
- Competitive salary and equity
- Medical, dental, and vision insurance, with 100% premium covered for employees and 50% for dependents
- Unlimited paid time off
- 12 weeks of fully-paid parental leave
- Annual variable bonus based on performance
Company info
- Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team.
- We're bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers (401(k) rollovers) that happen annually. By doing so, we're helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets..
- Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Betterment, SoFi, TIAA, Morgan Stanley, and many more. Our recently launched Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.
- We've raised $35mm from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we've been recognized as one of TIME's 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running.
- We're bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers (401(k) rollovers) that happen annually.
- By doing so, we're helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets..
- Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Betterment, SoFi, TIAA, Morgan Stanley, and many more.
- Our recently launched Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.
- We're a mission-driven company focused on doing what's right-for our customers and for our team.
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This listing is sourced directly from Capitalize's careers page and normalized into a canonical job model.