Director, Client Success

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TA  is the on‑demand talent team for  Q4

At Q4, we make an impact together, obsess over our customer, operate with integrity, and bring big ideas to life.

Q4 is charting a bold new path for investor relations as the first AI‑driven IR Ops Platform, providing everything an IR team needs to succeed on a single, powerful platform. The Q4 Platform enables public companies to attract, manage, and understand investors—all in one place. Over 2,600 customers, including many of the most respected brands in the world, trust Q4 to help drive premium valuations for their companies.

Only Q4 offers a tech stack holistically designed to equip IR teams with data, insights, and smart workflows that power remarkable outcomes.

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We hire smart, curious, and talented people to push boundaries, reimagine what’s possible, and turn challenges into opportunities – all while keeping the needs of our clients at the heart of everything we do.

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About the role
Q4 is looking for a strategic and experienced  Director of Client Success  to lead our Client Success Manager team, with a strong emphasis on our Investor Relations (IR) tool suite. In this role, you will be responsible for driving client retention and adoption of new products by fostering a world‑class client experience and leading a high‑performing team. The ideal candidate has an understanding of the Investor Relations landscape, a proven track record in SaaS Client Success leadership, and a passion for developing talent and scaling operations.

You will be a key leader in defining and executing our client engagement strategy to ensure our clients achieve maximum value from the Q4 platform.

Key Responsibilities
Leadership

Lead, grow and evolve a highly motivated and successful team of Client Success Managers with a heavy focus on Investor Relations tools and management.

Foster a culture of trust, collaboration, growth and iteration

Collaborate with leaders to define people strategy including talent acquisition, training & development, goal setting, coaching & feedback and performance management

Lead team meetings and communicate expectations, process changes, strategy, requirements and business updates

Monitor and measure performance; provide feedback and lead quarterly performance evaluations

Oversee and manage hiring, onboarding and training. Decision making ability around hire/retention

Lead and/or partner with CS team or cross‑functional teams (Account Management, Support, Events, Sales, Activations, Product, Marketing) to build and facilitate training, best practices, and processes to elevate team skills, knowledge and overall success

Client Success Management

Own the achievement of key performance indicators (KPIs) for the team, specifically relating to client retention/churn reduction, product adoption rates, and measurable value realization.

Develop, lead and delegate key initiatives, process/workflow, or programs that align with strategic business priorities. Monitor and report on progress and results. This includes a strategic upgrade project that touches most client programs.

Collaborate on and drive Client Success programs and playbooks during all stages of the client lifecycle focusing on retention, expansion, and optimization of process and product adoption.

Establish and enforce rigorous data quality standards for all client success metrics, reporting, and client health scoring within the CRM/CS platform to ensure data integrity.

Leverage client data and platform usage analytics to identify at‑risk clients, uncover opportunities, and drive proactive, data‑informed outreach strategies.

Provide accurate, timely, and insightful forecasting and reporting on Client Success performance to the executive leadership team.

Monitor client health and advocate for the client in all interactions

Monitor and report on key Client Success indicators: retention, CSAT, NPS, Client Health.

Play a lead role in resolving client escalations. Collaborate with internal teams and resolve client issues effectively and with urgency.

Acquire and maintain a strong working knowledge of the Investor Relations industry and keep apprised of its regulations, trends…