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People.ai

Director, Customer Success

People.ai

. Drive gross retention, expansion and credit consumption, and lead customers onto the Backstory platform .

Posted 10/20/2026full-timeRemote • California • United StatesLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in Customer Success leadership, focusing on retention and expansion outcomes in B2B SaaS. Capable of developing strategic account plans, success frameworks, and metrics while effectively engaging with C-level stakeholders.

Highest-signal resume keywords
Customer Success LeadershipRetention And Expansion OutcomesSuccess Planning And Value FrameworksExecutive Presence With C-Level StakeholdersExperience With Salesforce And Gainsight

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account ManagementCapacity PlanningMetrics DevelopmentSegmentation ModelsSuccess PlanningValue Realization FrameworkNegotiation SkillsProblem IdentificationAI Tools UsageUnderstanding Of MCP-Based Integrations
Soft Skills
LeadershipInfluencing High-Stakes DecisionsCollaborationSolution-Oriented MindsetAdaptability
Tools & Technologies
SalesforceGainsightClaudeAI Tools
Industry Keywords
B2B SaaSCustomer SuccessExecutive Business ReviewsConsumption PricingAgentic Workflows

About the role

Key responsibilities & impact
  • Drive gross retention, expansion and credit consumption, and lead customers onto the Backstory platform
  • Give leadership a weekly view of renewal risk and run save motions with direct executive engagement
  • Run high-touch strategic, time-boxed emerging and scaled customer coverage models
  • Move emerging accounts into strategic coverage within their renewal cycle
  • Own account alignment, book economics, capacity planning and scalable playbooks
  • Understand strategic customers’ businesses, technical environments and product potential
  • Trace requests to agreed problem statements and measurable outcomes
  • Own success plans, executive readouts, EBRs and the value realization framework
  • Hire, develop and retain managers and Customer Success Managers
  • Build solution-oriented product and architecture instincts across the team
  • Own onboarding, ramp, career paths and performance standards
  • Run weekly renewal reviews, segment account reviews, monthly business reviews and quarterly planning
  • Maintain metrics and dashboards; manage budget, staffing and process
  • Run Customer Success on Backstory, including account plans, health signals, renewal reviews and customer preparation
  • Lead forums for sharing platform workflows and turn daily use into product input
  • Own Sales-to-Customer Success handoff standards and joint renewal and expansion planning
  • Coordinate with Professional Services, Technical Support and Studio on strategic accounts
  • Bring customer insights into product and go-to-market planning
  • Support customer references, stories and Marketing advisory programs

Requirements

What you’ll need
  • 12+ years in Customer Success, Account Management or post-sales leadership, including 5+ years leading teams and developing managers
  • Track record of owning retention and expansion outcomes in B2B SaaS
  • Experience building segmentation, capacity models, playbooks and metrics that scale
  • Experience running a function from data in Salesforce, Gainsight or similar
  • Hands-on experience designing success planning, EBR and value frameworks for enterprise customers
  • Ability to translate product usage into outcomes executives care about
  • Ability to identify the problem beneath a feature request and recommend whether to say no, scope down or escalate
  • Strong product intuition
  • Executive presence with C-level customer stakeholders and senior internal leaders
  • Experience negotiating and influencing high-stakes decisions
  • Proven partnership with Sales, Services, Support and Product
  • Use of Claude and other leading AI tools
  • Understanding of agentic workflows and MCP-based integrations
  • Clear point of view on how AI is changing the Customer Success role
  • Ability to learn systems before changing them, take feedback, and disagree and commit
  • Strongly preferred: experience leading customers through usage-based or consumption pricing and tying variable consumption back to delivered value

Benefits

Comp & perks
  • Regular employees may be eligible for commissions or bonus programs (target included in OTE)
  • Equity
  • Benefits
  • Accommodations throughout the hiring process