Head of Customer Success

Phocas Software; Costa Mesa (CA); Remote; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Life Insurance (Basic, Voluntary &

Paid Time Off (Vacation, Sick &公共祝

Family Leave (Maternity, Paternity)

Work From Home

Wellness Resources

Job summary

Phocas Software is seeking a visionary Head of Customer Success to own GRR and drive proactive retention across regions. You will design scalable CS methodologies, build future leaders, and partner with Sales, Professional Services, Support, and Product to ensure customers realize value and renewals are earned.

The role requires strategic oversight, operational rigor, and global collaboration to scale our CS organization and protect a retained customer base as Phocas grows.

Qualifications

• Proven ability to lead global Customer Success organizations.
• Designs scalable CS methodologies across regions.
• Aligns Sales, PS, Support, and Product around shared outcomes.
• Uses metrics to drive clarity and ownership across teams.

Responsibilities

• Develop a bench of strong CS leaders who can coach teams on risk management and value delivery.
• Build a globally consistent CS methodology with onboarding, success planning, and health reviews.
• Partner with Sales and PS to ensure accurate retention forecasts and renewal strategies.
• Own the global CSQL process and define qualification criteria for pipeline impact.
• Ensure CRM data quality and health scores are kept up to date.
• Lead cross-functional collaboration with Product and Solutions for customer feedback and product improvements.

Skills

Global leadership

GRR focus

CS strategy

Stakeholder alignment

AI tools adoption

Project management

Tools

CRM systems

CS platforms

Job description

Phocas Software is a profitable, growing SaaS company with a loyal customer base and a category-leading product. With a clear path toward scaling from $70M to $250M and a reimagined GTM structure, this is a prime moment to join and shape the future of how we deliver value to customers.

We know that fun is different for everyone. So, if you want to try out innovative approaches to sales, lead a project, save the planet, or spend more time with your favourite people outside work, you’ll have our full support.

As long as you’re doing what brings you joy, the rest falls into place. Think less stress, higher performance, more energy and all-round nicer human. Your friends and family will be delighted.

Create your happy place

The Head of Customer Success leads Phocas' global CS organization across the UK, Australia, and the US. This is a senior leadership role with full ownership of Gross Revenue Retention (GRR) and Customer Success Qualified Leads (CSQLs) at a global level - building a talent-dense team that operates with a consistent, proactive methodology to identify risk early, deepen customer value, and create the conditions for customers to advocate for and refer Phocas.

This is an ideal opportunity for a customer success leader who combines strategic vision with operational rigor: someone who can design and embed scalable CS methodologies, develop future leaders, and build the cross-functional trust needed to make retention a company-wide priority.

Phocas' growth model depends on a healthy, retained customer base. As we expand globally, the complexity of managing customer outcomes across multiple regions, products, and segments increases - and the cost of preventable churn grows with it.

This role is Phocas' primary owner of retention outcomes globally. It sits at the intersection of customer relationships, commercial strategy, and operational excellence - partnering with Sales, Professional Services, Support, and Product to ensure every customer achieves measurable value and every renewal is earned, not assumed.

Why This Role Matters

• Gross Revenue Retention: Primary financial owner of GRR globally - driving churn reduction, downgrade prevention, and credit risk management across UK, AUS, and US.
• Customer Success Qualified Leads: Builds a team culture that creates genuine customer advocates and surfaces referrals and expansion opportunities from within the existing base.
• Adoption & Time-to-Value: Ensures customers achieve measurable outcomes from Phocas through structured onboarding, ongoing enablement, and deep product adoption across the portfolio.
• Customer Health Infrastructure: Owns the global health scoring framework and drives automated workflows that enable proactive risk identification and timely, structured intervention.
• Global CS Methodology: Designs and embeds a consistent, scalable CS operating model - covering success planning, health reviews, risk management, and CSQL identification - across all three regions.

This role leads a global Customer Success organization with CS Leads in the UK, Australia, and the US as direct reports, and partners closely with Sales & Account Management, Professional Services & Activations, Customer Support, Product, RevOps, Finance, and People & Culture.

What You Will Be Responsible For

• Develop a bench of strong CS leaders who can coach their teams on risk management, relationship-building, customer value delivery, and disciplined operating rhythms.
• Build and embed a globally consistent CS methodology - covering customer onboarding handovers, success planning, health reviews, risk management, and CSQL identification - applied consistently across UK, AUS, and US.
• Partner with Professional Services and Activations to ensure strong handovers from implementation, with clear definitions of a \"successful handover\" and shared accountability for early adoption outcomes.
• Partner with Sales and Account Management to maintain an accurate global retention forecast, align on renewal strategy, and support at-risk accounts.
• Own the global CSQL process - define qualification criteria, ensure the team understands and executes consistently, and track contribution to pipeline.
• Ensure CRM health and data accuracy across the CS portfolio - account health scores, sentiment, engagement notes, success plans, and risk flags are up to date and actionable.
• Meet regularly with Product and Solutions to share structured customer feedback, surface patterns in churn signals, and advocate for product improvements that drive retention.
• Implement AI tools, automation, and CS platform improvements to reduce manual effort and increase the quality and frequency of customer engagement.
• Be personally visible with Major tier and high-risk customers, supporting the team in navigating complex or escalated situations.
• Monitor and report on portfolio performance - GRR, CSQL pipeline, health scores, churn trends, NPS/CSAT - providing clear visibility and insight to leadership.

Who We Are Looking For

• Proven ability to lead global Customer Success organizations, with a strong track record of driving GRR and building proactive, retention-focused cultures.
• Able to design and operationalize scalable CS methodologies - success planning, health scoring, risk management, and customer review frameworks - across multiple regions.
• Deep understanding of how adoption, engagement quality, and customer relationships drive long-term retention.
• Builds high-performing, talent-dense teams - develops future leaders, sets clear expectations, and maintains strong accountability.
• Able to align Sales, PS, Support, and Product around shared customer outcomes and operate effectively as a cross-functional partner.
• Uses metrics and reporting to drive clarity, prioritize team effort, and tell a clear story to leadership.
• Comfortable implementing AI tools, automation, and modern CS platforms to improve team efficiency and engagement quality.

• Health Care Plan (Medical, Dental & Vision)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Work From Home
• Wellness Resources

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.