Head of Customer Success
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Business
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Finance & Banking
Job Description & How to Apply Below
What we're doing
Owning a home is a foundational part of building financial security and wealth in America. However, the tools and technology that support home ownership are antiquated, dependent on things like fax machines, handwritten documentation, and hours of manual review.
We're here to change it.
Vesta is the next-generation system of record to power the multi-trillion mortgage market. We believe that we are overdue for a core transformation – that in order to build a fully automated process and fully digital customer journeys, lenders will have to adopt a system of record platform that is modern, open, and orchestrated by best-in-class software workflows.
Who we are
Our founding team is no stranger to the complexities of the financial industry. As early employees at Blend, they spent years together focused on creating modern cloud infrastructure for banks. Now, with Vesta, they are transforming the mortgage industry by creating the most flexible, open and automated origination experience, benefit ting financial institutions and their customers.
And, we're not alone.
We've received $85M in financing from top tier investors, including Andreessen Horowitz, Conversion Capital, Bain Capital Ventures, and Index Ventures.
Our team is small, but mighty. We are a collection of humans who value humility, empathy, self-awareness, and an orientation towards action. If this sounds like you and you're excited by the idea of getting in at the ground level to build the infrastructure that will power the future of the financial industry, we would love to hear from you!
Who you are
You are deeply curious about how businesses operate. You enjoy understanding workflows, incentives, constraints, and organizational dynamics — especially within operationally intensive industries. You thrive in early-stage environments where ambiguity is high and ownership is real.
You think in terms of outcomes, not activities. You care about measurable impact and can clearly articulate the value your product delivers.
You are comfortable partnering with senior stakeholders and can build trust with operators, executives, and cross-functional leaders alike.
You’re calm under pressure and effective at coordinating internal teams when challenges arise, serving as a structured and accountable escalation point.
You are highly organized and process-oriented, with the ability to build playbooks and systems from scratch.
You can balance proactive strategic engagement with reactive issue management without losing momentum.
You are collaborative by default — able to partner closely with Sales on renewals, with Product on feedback loops, and with Implementation on smooth customer transitions.
About the role
Vesta is hiring a Head of Customer Success team member to own and build the post-implementation customer experience. This is a foundational, high-impact role responsible for ensuring our customers realize meaningful, measurable value from Vesta long after go-live.
Early on, you’ll own several of our most strategic relationships, our largest and most complex accounts, and serve as their primary strategic partner. Your focus will be driving adoption, deepening engagement with new functionality, reinforcing best practices, and ensuring Vesta evolves alongside our customers’ businesses. While Sales will own commercial renewals, you will play a critical role in retention by maintaining strong executive relationships and ensuring customers consistently see operational impact.
You’ll build the function. You’re the first hire in this org, and you’ll set its foundation: engagement models, success metrics, health signals, feedback loops to Product, and the operating cadence that scales as we grow. You’ll hire, shape, and manage the first individual…
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