Location: Bangalore, India (Work from Office / Hybrid)
Experience: 3-6 years
Industry Preference: B2B SaaS / Technology
Employment Type: Full-time
Reports To: Founder / CEO / Head of Customer Success
About the Opportunity
Customer Success Lead
We have been mandated to hire a Customer Success Lead for a leading B2B Series D SaaS company serving enterprise and mid-market customers across global markets, including the US.
As the company continues to scale its customer base, the organization is looking for a high-calibre Customer Success professional who can combine strategic account ownership, customer retention, team leadership and commercial growth.
This is a player-coach role, where the individual will personally manage a portfolio of strategic accounts while also mentoring and supporting a team of Customer Success Managers. The role will have significant ownership across customer health, adoption, renewals, retention and expansion.
Key ResponsibilitiesTeam Leadership
- Lead, mentor and coach a team of Customer Success Managers / Executives.
- Establish individual and team-level goals around retention, adoption, customer satisfaction and expansion.
- Monitor team performance against key CS metrics including GRR, NRR, churn, adoption, renewal rate and CSAT/NPS.
- Conduct regular 1:1s and coach CSMs on account strategy, stakeholder management, renewals and escalations.
- Support CSMs in managing complex customer relationships and critical escalations.
- Develop and continuously improve Customer Success playbooks, processes and operating rhythms.
- Partner with leadership on hiring, onboarding and developing the Customer Success team.
Strategic Account Ownership
- Personally own a portfolio of strategic and enterprise B2B accounts.
- Build trusted relationships with key customer stakeholders, including senior business and executive leaders.
- Understand customer objectives, business challenges, success metrics and organizational priorities.
- Develop and execute account success plans focused on adoption, value realization and long-term retention.
- Lead customer onboarding, adoption initiatives, executive business reviews and QBRs.
- Identify and proactively address customer health risks before they impact renewal.
- Drive renewal conversations and work closely with Sales / Account Management teams on expansion opportunities.
- Identify opportunities for cross-sell, upsell and account growth based on customer needs and product usage.
Customer Health & Analytics
- Monitor customer health, product usage, engagement and commercial data across the portfolio.
- Build a data-driven understanding of account health and proactively identify churn and expansion signals.
- Analyse customer trends to identify adoption gaps, risks and opportunities.
- Maintain accurate renewal forecasts and account plans.
- Develop reporting and dashboards for leadership covering customer health, retention, renewals and expansion.
- Translate customer data into actionable recommendations for leadership and internal teams.
Cross-functional Collaboration
- Partner closely with Sales, Product, Engineering, Support, Implementation and Operations teams to improve customer outcomes.
- Coordinate internal teams to resolve complex customer issues and escalations.
- Bring structured customer feedback and insights to Product and Engineering teams.
- Influence product roadmap discussions based on recurring customer needs and business impact.
- Drive cross-functional initiatives designed to improve onboarding, adoption, retention and customer experience.
- Ensure customer commitments are clearly communicated, tracked and delivered across internal teams.
Customer Advocacy & Relationship Management
- Act as a trusted advisor to customers rather than simply a reactive point of contact.
- Develop relationships across multiple stakeholders within strategic accounts to build long-term customer engagement.
- Understand organizational changes, stakeholder movements and evolving customer priorities.
- Create customer advocacy opportunities including references, case studies, testimonials and customer communities where appropriate.
- Represent the voice of the customer internally and ensure customer priorities remain visible across the organization.
Must-Have Qualifications
- 3-6 years of experience in Customer Success, Account Management, Strategic Accounts, Consulting, Business Operations or a similar client-facing role within a B2B SaaS / technology company.
- Experience managing complex or strategic B2B accounts with responsibility for adoption, retention and renewals.
- Prior experience mentoring, coaching or informally leading Customer Success professionals; formal people‑management experience is a plus.
- Demonstrated understanding of customer retention, churn, renewals, expansion and account growth.
- Strong communication and stakeholder-management skills, with the ability to engage with both operational users and senior executives.
- Experience working with US or global customers is highly relevant.
- Strong analytical and problem‑solving abilities, with comfort working with customer, product usage and revenue data.
- Experience with CRM / Customer Success platforms such as Salesforce, Gainsight, Totango, Vitally, HubSpot, Zendesk or equivalent.
- Strong ownership mindset with the ability to independently drive initiatives from strategy through execution.
- Ability to influence cross‑functional teams without direct authority.
- Comfortable working in a fast‑paced, entrepreneurial and rapidly scaling environment.
- Bachelor's degree in Business, Engineering, Economics, Management or a related field.
Good-to-Have / Preferred
- Experience in a high-growth or Series C / Series D SaaS company.
- Experience managing enterprise or strategic accounts in the US market.
- Prior ownership of renewal, retention or expansion targets.
- Experience managing a team or leading a Customer Success pod.
- Experience building or refining Customer Success processes, playbooks and health‑scoring frameworks.
- Experience working with customer analytics, product usage data or revenue intelligence platforms.
- Exposure to executive‑level customer relationships and strategic business reviews.
- Experience partnering closely with Sales / Account Management teams on upsell and expansion.
- Experience operating in an early‑stage or high‑growth environment where processes are still being built and scaled.
What We Offer
- Opportunity to join a leading B2B Series D SaaS company with a growing global customer base.
- Significant ownership across strategic customer relationships, retention and expansion.
- Opportunity to work closely with senior leadership and enterprise customers.
- Leadership responsibility with the opportunity to build and scale a Customer Success function.
- High exposure to Sales, Product, Operations and company leadership.
- Performance-based compensation and strong career growth opportunities.
- Opportunity to grow into senior leadership roles such as Head of Customer Success / Director of Customer Success as the organization scales.