Head of Customer Success & Sales
Job in
Washington, District of Columbia, 20022, USA
Listed on 2026-10-09
Listing for:
Wodi Money Inc.
Full Time
position Listed on 2026-10-09
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Management
Client Relationship Management
Job Description & How to Apply Below
Build WODI's founding customer success and sales function, from client onboarding to a high-performing team.
This is a hands-on leadership role for someone who can design the customer journey and personally deliver it. You will build a consistent operating system for onboarding, adoption, support, retention, expansion, and sales follow-through across merchants, agents, enterprise clients, and financial-services partners.
What success looks like- Create a documented onboarding and account-management process with clear owners, service levels, and escalation paths.
- Improve visibility into activation, adoption, client health, retention risk, expansion opportunities, and pipeline progress.
- Build a trusted, accountable Customer Success & Sales team with practical playbooks, training, and performance standards.
- Turn customer and partner feedback into prioritized actions for product, operations, compliance, and leadership.
- Lead end-to-end onboarding for clients and agency-banking partners, including document collection, KYC/AML coordination, training, launch readiness, and post-launch support.
- Own client health reviews, escalations, retention plans, renewals, expansion opportunities, and sales-pipeline support.
- Design playbooks, service standards, dashboards, templates, and self-service resources for agents, partners, and enterprise clients.
- Establish CRM discipline, reliable account records, follow-up routines, forecasting, and executive reporting.
- Recruit, onboard, coach, and evaluate the first Customer Success & Sales team.
- Partner with product and operations to identify recurring friction, define solutions, and close the feedback loop with customers.
- 7+ years in customer success, account management, sales, client operations, or a closely related function, including at least 3 years leading or building teams.
- Direct experience managing complex onboarding or implementation workflows involving KYC/AML, compliance, payments, or regulated financial products.
- A record of improving retention, satisfaction, adoption, revenue growth, or another clearly measured customer outcome.
- Strong CRM, pipeline-management, analytical, presentation, and written and verbal communication skills.
- Ability to move between strategy, process design, executive communication, and direct customer problem-solving.
- DC-area presence or willingness to relocate for the hybrid working arrangement.
- Experience in payments, remittances, agency banking, fintech, or an early-stage company.
- Experience serving merchants, diaspora communities, financial institutions, or multi-market partners.
- Multilingual communication ability and experience building a function from the ground up.
Tell us about a time you turned a frustrated client into a strong advocate or built a customer function from nothing. Include the starting problem, your actions, and the measurable result.
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