Director, Customer Success

Yesterday

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Logo of Ottimate

Ottimate

Automated Accounts Payable • Line-Item Invoice Digitization • Bill Pay • SaaS • Restaurants

51 - 200 employees

Description

• Ottimate (formerly Plate IQ) helps fast growing businesses automate accounts payables on their terms. • We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. • Ottimate’s AP Automation and VendorPay Network helps businesses pay and get paid faster. • At Ottimate, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. • The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. • We invest in each other because we win or lose as a team. • Our values are at the center of our company and culture. At Ottimate (formerly Plate IQ), we value: Growth, Customer Focus, Innovation, Accountability, and Communication. • As the Director of Customer Success, you will be responsible for leading the strategic direction of post-acquisition customer success, developing and scaling programs that drive customer satisfaction, retention, and growth, and optimizing the customer journey to maximize lifetime value (LTV). • Reporting to the VP, Customer Success, you will work closely with leadership across sales, product, and marketing to ensure our customers are fully realizing the value of our solution, while driving strategic initiatives that result in sustainable growth and a world-class customer experience. • This is a highly visible and impactful leadership role where you will have the opportunity to shape the future of customer success, and ensure our customers derive value at every stage of their journey and contribute to our revenue growth.

Requirements

• Experience: 8+ years in customer success or account management, with at least 4 years in a leadership role managing a customer-facing team. • Background: SaaS, B2B tech, or related fields, with a strong understanding of client success in a growth-stage company. AP automation experience a bonus! • Proven track record: driving customer retention, growth, and success in a subscription-based business model. • Team Development: Ability to lead and develop talent within the team to ensure continued growth and success. • Technical Skills: Proficiency in CRM tools (Salesforce preferred) and experience with reporting platforms for monthly and quarterly reporting. • In Person Engagement: Meet customers and teammates in person, attend Ottimate and industry hosted events as needed. 40% travel

Benefits

• Compensation: $145K - $165K plus bonus and equity - salary commensurate with experience. • Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance. • Competitive salary based on skills & experience. • Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family. • Employer sponsored 401(k) with company match. • Paid Time Off (and the encouragement to use it). • Annual company retreats. • Promote from within philosophy. • You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference. • You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing. • You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution. • Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none. • We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks. • Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth. • We truly love what we do and who we do it with - and we think you will too!

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