Senior SMB AI Success Lead — Onboarding & Growth

Wrapbook; United States; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Work from anywhere in the US & Canada

Health and Dental benefits

IT setup allowance (up to 1500 USD / 2

RRSP/401K matching

Learning and Development

Internet/Cell phone stipend

Job summary

Wrapbook, the AI platform for production finance, seeks a Sr. SMB Digital Success Lead to own the Commercial SMB business remotely across the USA & Canada. You’ll shape an AI-powered model that speeds onboarding and drives retention and expansion.

Design onboarding curricula, rollout AI agents, and partner with Sales, Marketing, and RevOps to grow the SMB portfolio. If you love building scalable processes and owning a whole segment, this is your chance to set the standard.

Qualifications

• 3+ years in customer success or similar role.
• Hands-on AI building skills, including AI agents/workflows.
• Ability to own onboarding and expansion end-to-end for SMBs.

Responsibilities

• Own Commercial SMB business across Sales, Support and Partners.
• Build an AI-assisted onboarding and expansion model.
• Own SMB onboarding curriculum, delivery and results.
• Lead agent rollout for SMB and drive SMB app adoption.
• Collaborate with Sales, Marketing, and RevOps to grow SMB portfolio.
• Define success metrics and scale best practices across SMB.

Skills

Customer success ownership

AI/Automation design

Program management

Cross-functional collaboration

Scale thinking

Job description

About Us:

Wrapbook is the AI platform for production finance. We’re building a system of action that puts finance teams in control of their whole production, from payroll, to spend, to accounting.

Built for feature films, TV, and commercials, Wrapbook is trusted by teams at Netflix, Paramount, Anonymous Content, and more. With backing from Andreessen Horowitz, Bessemer Venture Partners, and Jeffrey Katzenberg's WndrCo, our team of 350+ is using AI to transform how finance teams work and empower them to do more with less.

The Opportunity - SMB Digital Success Lead - (Remote - USA & Canada)

We're looking for a Sr. SMB Digital Success Lead to build how Wrapbook serves its Commercial SMB customers. You'll own the SMB business end to end and turn it into a proactive success model where onboarding is faster, risks are caught early, and customers get help when it matters — all starting from what customers actually do, at scale.

SMB is where our agent-first approach to Customer Success moves fastest — the segment where you can shape what proactive, AI-powered success looks like. If you'd rather design a model than inherit one, this is a rare shot to set the standard for how a whole segment gets served.

What you'll do:

• Own the Commercial SMB business (accounts, cases, outreach, and retention) as the single owner and point of contact across Sales, Support, and Partners.

• Build a success model that catches risk early and drives onboarding, adoption, and expansion across the whole SMB base through AI-assisted engagement.

• Own SMB onboarding fully: the curriculum, how it's delivered, and the results. Keep improving it based on what the case queue and agent signals tell you about where customers get stuck.

• Lead the agent rollout for SMB. Work with the AI team to design the model and to build, test, and drive adoption of the AI agents and SMB app. Own every agent that touches SMB, from requirements through adoption.

• Work with Sales, Marketing, and RevOps to grow the SMB portfolio: surface expansion and Mid-Market opportunities, shape adoption campaigns, and align on segmentation and coverage so every account gets the right level of service.

• Partner with your leader and AI Ops to define what good looks like and execute on the plan to exceed those targets.

• Be the voice of the SMB customer. Bring product, process, and enablement insights from the front line back to the teams who can act on them.

• Help scale what works across Commercial Success. Document and share workflows, wins, and playbooks so the approach can grow beyond SMB.

What you'll have:

• 3+ years in customer success or a similar customer-facing role, and a track record of owning retention and expansion outcomes.

• Real AI building skills, not just AI usage. You've built, tuned, and run AI agents and workflows, and you know what to automate and what needs a human.

• Strong program ownership and process design. You can own a deliverable others execute, and rebuild an undocumented, reactive motion into a measurable one.

• Comfort working at scale, designing systems that serve the entire SMB base well — so every customer gets consistent, proactive support.

• Cross-functional influence without authority (AI, RevOps, Marketing, Support), comfort with ambiguity, and the credibility to be the single point of contact for a whole segment.

• Prior experience in the commercial entertainment or FinTech sectors is preferred but not required.

Why Join Us

At Wrapbook, creativity meets technology — and not just in the product.

In addition to a competitive salary and all the benefits you can expect from a fast-growing technology company, you’ll get access to a team of creative problem solvers and the chance to see your contributions make large impacts. Benefits include:

• Unlimited Paid Time Off

• Work from anywhere in Canada and USA

• Health and Dental benefits

• Up to $1,500 USD/ $2,025 CAD towards IT set up for your home

• Up to 2% matching RRSP / 401K

• Learning and Development opportunities

• Up to $50 USD/ $67.50 CAD towards Internet/Cell phone service

Our Pledge to Fostering an Inclusive and Safe Workplace:

Wrapbook pledges to be a harassment- and discrimination-free space for everyone, regardless of age, disability, ethnicity, gender identity or expression, nationality, neurotype, personal appearance, political affiliation, professional background, race, religion, or sexual identity or orientation.

Apply Now

Have we got your attention? Submit your application today and a member of our Talent team will be in touch with you shortly!

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