Chief Customer Success & Sales Architect

Wodi Money Inc.; Washington (District of Columbia); Hybrid; USD 180,000 - 230,000; Full time

Job summary

Wodi Money Inc. in Washington, DC is seeking a hands-on leader to build the founding Customer Success and Sales function, from onboarding to a high-performing team.

You will design the customer journey and personally deliver it, creating an operating system for onboarding, adoption, support, retention, expansion, and sales follow-through across merchants, agents, enterprise clients, and financial-services partners.

Qualifications

• 7+ years in customer success, account management, sales, client operations, or related function.
• At least 3 years leading or building teams.
• Direct experience with onboarding, KYC/AML, compliance, payments, or regulated financial products is a plus.
• Proven record of improving retention, satisfaction, adoption, or revenue growth.

Responsibilities

• Lead end-to-end onboarding for clients and partners, including document collection, KYC/AML coordination, training, launch readiness, and post-launch support.
• Own client health reviews, escalations, retention plans, renewals, expansion opportunities, and sales-pipeline support.
• Design playbooks, service standards, dashboards, templates, and self-service resources for agents, partners, and enterprise clients.
• Establish CRM discipline, reliable account records, follow-up routines, forecasting, and executive reporting.
• Recruit, onboard, coach, and evaluate the first Customer Success & Sales team.
• Partner with product and operations to identify recurring friction and close the feedback loop with customers.

Skills

CRM proficiency

Pipeline management

Analytics

Presentation skills

Written & verbal communication

Strategic thinking

Team leadership

Job description

Wodi Money Inc. in Washington, DC is seeking a hands-on leader to build the founding Customer Success and Sales function, from onboarding to a high-performing team.

You will design the customer journey and personally deliver it, creating an operating system for onboarding, adoption, support, retention, expansion, and sales follow-through across merchants, agents, enterprise clients, and financial-services partners.