Director of Customer Success

Red Oak; Austin (TX); Presencial; USD 180.000 - 240.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity via EOP

Health coverage

401(k) with company match

PTO and birthday off

Enhanced family leave

Life insurance

Descripción de la vacante

Red Oak in Austin seeks a Director of Customer Success to lead a growing CS team across a combined customer base. You will define the function, operating model, and engagement standards to drive retention, adoption, and expansion.

You will hire and coach a CSM team, establish data-driven health indicators, and partner with Product, Support, and Revenue Operations to ensure customers renew and realize measurable value.

Formación

• Experience leading a Customer Success team through growth or scale in SaaS or regulated environments.
• Track record of owning gross retention as a core metric.
• Experience designing or evolving a CS operating model with segmentation and engagement standards.
• Hands-on people leadership: hiring, coaching, and performance management of a CS team.
• Strong cross-functional collaboration with Sales, PM, and Revenue Operations.
• Fluency in applying AI tools to CS workflows (e.g., Gong, Salesforce, Nooks) to surface risk and drive productivity.

Responsabilidades

• Build and operate a proactive CS motion with clear standards for engagement, success planning, risk management, and outcomes.
• Hire, develop, and lead a growing CSM team with coaching rhythms and accountability.
• Drive product adoption across the combined CS product suite and demonstrate measurable value to customers.
• Identify whitespace and expansion opportunities; partner with Account Management on handoffs.
• Own CS operating model decisions: structure, segmentation, and engagement standards.
• Develop a scalable, data-driven CS operating model with health indicators and reporting.
• Champion AI adoption in CS to surface risk and prioritize CS effort.
• Collaborate with Product, Support, Implementation, and Revenue Ops to ensure onboarding, adoption, and renewals.

Conocimientos

Growth leadership

Gross retention ownership

CS operating model design

People leadership

Cross-functional collaboration

AI fluency in CS workflow

Herramientas

Gong

Salesforce

Nooks

Descripción del empleo

About Red Oak

Red Oak builds compliance software for financial services firms.

Our vision: We become the compliance layer every Financial Services firm runs on.

Today, we serve 19 of the top 20 global asset managers, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. Our customers report $95-101T in combined AUM.

Why This Role Matters

Red Oak and MirrorWeb are integrating two organizations during a period of significant growth, and Customer Success is scaling with it - a team of three CSMs growing to five, serving nearly 1,600 customers on a combined platform. This role owns that motion end to end: how success is measured, how risk is caught before it becomes churn, and how a growing team operates with consistency and accountability. The Director of Customer Success will define the future of the function - operating model, team structure, and customer motions.

High ownership. High visibility. High impact.

What Success Looks Like

• Gross retention. Drive GRR consistently above target, with customer risk identified and addressed well ahead of renewal.

• Team standard. CSMs operate with clear ownership, standardized engagement models, and coaching rhythms that scale as the team grows.

• Product adoption. Customers actively adopt the products they own, with value documented through success plans and outcome tracking.

• Operating model. A data-driven CS function with clear health indicators, segmentation, and AI-powered workflows built to scale.

The Role

You'll own the Customer Success motion across Red Oak and MirrorWeb's combined customer base - spanning the Compliance Connectivity Platform (Ad Review, Registration Management, 4U Connect, 4U Engage, digital communications surveillance) and MirrorWeb's Preservation products. This is a hands-on leadership seat with direct accountability for day-to-day CS execution and team performance.

• Build and operationalize a proactive CS motion with clear standards for engagement, success planning, risk management, and customer outcomes

• Hire, develop, and lead a growing CSM team - setting expectations, coaching rhythms, performance management, and accountability

• Drive adoption across the combined product suite so customers understand, use, and realize measurable value from what they own

• Identify whitespace and expansion opportunities within the CS book of business and partner with Account Management on handoff

• Own decision-making for CS operating model, team structure, segmentation, and engagement standards

• Build a scalable, data-driven CS operating model with clear health indicators, segmentation, and reporting

• Define and drive how AI is adopted across Customer Success - use AI tools like Gong, Salesforce, and Nooks to surface risk signals, automate account prep and follow-up, and prioritize where CSMs spend their time

• Partner cross-functionally with Product, Support, Implementation, and Revenue Operations to ensure customers onboard, adopt, and renew predictably

What You'Ll Bring

• Experience leading a Customer Success team through a period of active growth or scale, ideally in a SaaS or compliance/regulated environment

• A track record of owning gross retention as a core, accountable metric

• Experience designing or evolving a CS operating model: segmentation, health scoring, engagement standards, and reporting

• Hands-on people leadership - hiring, coaching, and performance management of a CSM team

• Comfort operating cross-functionally with Sales, Account Management, Product, and Revenue Operations

• AI fluency in your CS workflow: using tools like Gong, Salesforce, and Nooks to surface risk, automate account prep, and drive team productivity. This is table stakes here

• Clear, direct communication style - comfortable setting expectations and holding a team accountable

• A bias toward proactively building and defining the function as the organization scales

Benefits

• Equity units via EOP (Employee Ownership Plan): share in what we're building

• Comprehensive health coverage: medical, dental, and vision

• 401(k) with a 3% company contribution

• 20 days PTO annually, plus your birthday off and paid sick leave

• Enhanced family leave

• Life insurance

How We Work

We move fast and expect ownership at every level. You'll have direct access to Product, Sales, and Revenue Operations leadership, and the latitude to build the CS function the way it should work.

Work Structure

Location: Austin HQ