VP of Customer Success
Listed on 2026-10-02
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Management
Client Relationship Management
The VP of Customer Success is a full-time remote role responsible for leading customer success strategies and ensuring outstanding outcomes for an international portfolio of clients. This position oversees the end-to-end customer lifecycle, including onboarding, adoption, and expansion, while working closely with advisory, sales, and operations teams to align solutions with client needs. Day-to-day responsibilities include developing and implementing customer success frameworks, managing key accounts, analyzing customer health metrics, and driving initiatives that increase satisfaction and long-term retention.
The role also involves building and mentoring a high-performing customer success team, refining customer experience processes, and contributing to revenue growth through upsell and cross-sell opportunities. The VP will regularly engage with senior client stakeholders, provide strategic guidance, and ensure that feedback is incorporated into service and product improvements.
- Demonstrated expertise in Customer Satisfaction and Customer Experience, with a track record of improving client outcomes and service quality.
- Strong background in Customer Retention and Account Management, including experience managing complex, high-value international accounts.
- Proficiency in Sales within a consultative or advisory environment, with the ability to identify and execute upsell and cross-sell opportunities.
- Extensive leadership experience in customer success or client services at a senior level, preferably in financial services, wealth management, or fiduciary environments.
- Excellent communication, negotiation, and stakeholder management skills, with the ability to work effectively across cultures and time zones.
- Strategic thinking and data-driven decision-making, including comfort with customer success metrics, analytics, and CRM tools.
- Proven ability to build, scale, and coach high-performing remote teams.
- Bachelor’s degree in Business, Finance, Management, or a related field; advanced degree or relevant certifications are an advantage.
- Experience with international structures, cross-border compliance, or digital assets (crypto, stable coins) is highly beneficial.
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