Customer Success Lead - Integrations & Growth

Raftelis Financial Consultants, Inc; United States; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental benefits

Health Savings Account

Flexible Spending Accounts

Vision Insurance

401(k) with company contributions

Education Reimbursement

Discretionary PTO

Pet insurance

Job summary

Raftelis Financial Consultants, Inc is leading the way in transforming local governments and utilities with Rafio, an AI-enabled platform. The Customer Success Lead will own the post-sale relationship, scope and execute integrations, and serve as the main bridge between the client and the platform team, expanding usage and retention from kickoff onward.

You will report to the CTO, start solo, and build a team as the customer base grows, with success measured by adoption, trust, and revenue

Qualifications

• Hands-on technical ability with integration experience and API work.
• Experience with risk-averse, high-trust customers in regulated settings.
• Ownership mindset for retention and growth across accounts.
• Ability to scale via documentation, playbooks and tooling.
• Ability to translate deployments into productive product feedback.
• Strong communication and enablement skills for non-technical users.

Responsibilities

• Develop client agreements after demo/interest to convert prospects.
• Own onboarding end-to-end from kickoff to confident daily use.
• Act as liaison between client and platform team; triage requests.
• Deploy Rafio inside customers' real environments, not just clean handoffs.
• Scope, build and troubleshoot integrations with customers' data and systems.
• Drive net revenue retention and expansion through growing usage.
• Build self-service resources, documentation, playbooks, and training.

Skills

Hands-on tech

Change management

Trust with risk-averse buyers

Retention & growth mindset

Process & scaling

Product feedback

Teaching / enablement

Mission alignment

Tools

API integration

Rafio platform

Job description

Raftelis Financial Consultants, Inc is leading the way in transforming local governments and utilities with Rafio, an AI-enabled platform. The Customer Success Lead will own the post-sale relationship, scope and execute integrations, and serve as the main bridge between the client and the platform team, expanding usage and retention from kickoff onward.

You will report to the CTO, start solo, and build a team as the customer base grows, with success measured by adoption, trust, and revenue