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INNERGY
Director of Customer Success
Job Description
ABOUT THE ROLE
We are seeking a strategic and execution-oriented Director of Customer Success to lead and unify the post-sale customer experience across INNERGY ERP and Microvellum CAD/CAM. This leader will own the Customer Success operating system, including service model design, customer segmentation, tooling, performance management, and scalable enablement. The mandate is to build a consistent, measurable, and scalable CS organization that drives adoption, retention, expansion, and long-term customer value across all products and regions.
WHAT YOU'LL DO
As Director of Customer Success, you will oversee a globally distributed organization of approximately 10-15 Customer Success professionals. Your key responsibilities will include:
- Owning the end-to-end Customer Success journey, including onboarding, adoption, value realization, and expansion.
- Designing, implementing, and continuously refining the Customer Success operating system across all INNERGY products.
- Defining and executing a unified CS vision that aligns segmentation, engagement models, playbooks, and customer outcomes.
- Establishing clear service tiers, success plans, and ownership models across customer segments and geographies.
- Ensuring consistent, repeatable processes that scale globally.
- Owning retention, expansion, and customer health outcomes across the portfolio.
- Partnering with Sales and Account Management to drive renewals, cross-sell, and upsell strategies.
- Building proactive risk mitigation frameworks to reduce churn and increase lifetime value.
- Establishing forecasting discipline and renewal visibility aligned with executive expectations.
- Owning Customer Success technology stack outcomes, including health scoring accuracy, automation maturity, digital engagement coverage, and visibility into adoption.
- Driving measurable improvement in health model integrity and proactive outreach effectiveness through platforms such as HubSpot CSP and AI-enabled workflows.
- Partnering with RevOps to strengthen reporting, segmentation logic, and executive dashboards.
- Leveraging automation and AI to support 1-to-many customer engagement and scalable education.
- Owning and operationalizing core CS metrics, including retention, net revenue retention, product adoption, customer health, expansion, NPS, and CSAT.
- Expanding customer sentiment metrics into actionable insights that drive execution.
- Building dashboards that provide executive-level and PE-level visibility into CS performance.
- Using data to inform capacity planning, prioritization, and segmentation strategy.
- Implementing strong performance management practices, including clear goals, accountability, and continuous coaching.
- Designing and executing service models that enable growth without proportional headcount increases.
- Championing 1-to-many enablement, including group onboarding sessions, scalable training programs, digital content, and customer education pathways.
- Driving customer maturity from reactive support reliance toward proactive value realization.
- Leading and developing a globally distributed team of Customer Success professionals.
- Building a high-performing CS leadership bench capable of supporting growth surges and new product introductions.
- Partnering with People & Culture on talent development, succession planning, and performance reviews.
- Utilizing EOS for departmental alignment and execution discipline.
- Strengthening alignment with Sales, Product, Engineering, and RevOps to ensure clear handoffs and shared accountability for customer outcomes.
- Coaching leaders to achieve their full potential.
WHAT YOU'LL NEED
To be successful in this role, you will need