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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success leadership, with a focus on retention, expansion, and NPS improvement strategies. Proficient in leveraging AI tools and analytics to drive performance and enhance customer engagement in the commercial production payroll industry.
Highest-signal resume keywords
Customer Success LeadershipRetention Strategy DevelopmentAI Tool ProficiencyCross-Functional InfluenceCommercial Production Payroll Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Success ManagementAccount ManagementRetention ImprovementChurn AnalysisStrategic PlanningPerformance ReportingHigh-Touch Engagement DesignDigital Customer Success MotionsAnalytical SkillsTeam Coaching
Soft Skills
Influencing Without AuthorityCredibility with ExecutivesFeedback ProvisionTeam AccountabilityRelationship Building
Tools & Technologies
ClaudeAI ToolsDashboardsHealth ScoresWorkflow Apps
Industry Keywords
Commercial Production PayrollProduction CompaniesPayroll ServicesUnion PayrollNon-Union PayrollProducer WorkflowsProduction Accountant WorkflowsCustomer EngagementSMB MarketMid-Market
About the role
Key responsibilities & impact- Own the Commercial Success function across Mid-Market and SMB
- Set the Commercial Success vision and 12–18 month plan with targets for logo and revenue retention, net GPV growth, and NPS
- Design the coverage model, including high-touch and scaled, signal-driven engagement
- Own the capacity plan
- Run quarterly operating plans with owners, milestones, and forecasts for renewals, retention, and GPV
- Report performance to senior leadership through trends and risk signals
- Own the AI strategy for Commercial Success and lead the AI-powered model for SMB and Mid-Market
- Shape company and Client Ops decisions for commercial customers across Sales, Product, Operations, AI Ops, and Finance
- Co-own the growth motion with Sales leadership from SMB signals to Mid-Market opportunities
- Lead and directly manage CSMs
- Set expectations, provide feedback, and hold team members accountable
- Coach the team on strategic account planning, value conversations, renewal and expansion management, and executive engagement
- Run the weekly operating rhythm for renewals, at-risk accounts, and expansion
- Identify churn risk and ensure success plans are active
- Own executive escalations for key commercial accounts
- Convert escalation, NPS, and customer feedback into improvements
- Use Claude daily, build agents, and teach the team to use AI tools efficiently
- Represent Wrapbook in the Los Angeles commercial production community, at customer offices, on set, and at industry events
- Build relationships with producers, executives, and commercial production decision makers
Requirements
What you’ll need- 10+ years in customer success, account management, or payroll operations
- 5+ years leading customer-facing teams
- Experience owning a customer segment or function end to end, including setting strategy, building the annual plan, and making the case for investment
- Deep knowledge of the commercial production payroll industry, including production companies and payroll services, union and non-union payroll, and producer and production accountant workflows
- Track record of owning and improving retention, expansion, and NPS, with measurable results
- Experience designing and leading high-touch and scaled or digital customer success motions, including the connecting coverage model
- Hands-on coaching experience developing subject matter experts into well-rounded CSMs and future leaders
- Hands-on AI fluency; daily use of Claude or similar tools, building skills, agents, or workflow apps, and leading AI-enabled team changes
- Strong analytical skills with dashboards, health scores, and churn analysis
- Credibility with customers and executives
- Track record of presenting strategy to senior leadership
- Ability to influence cross-functional leaders without direct authority
- Must be based in the Los Angeles area
- Ability to work in the United States; application asks whether legally authorized to work in the United States and whether sponsorship is required
Benefits
Comp & perks- Unlimited Paid Time Off
- Work from anywhere in Canada and USA
- Health and Dental benefits
- Up to $1,500 USD / $2,025 CAD towards IT set up for your home
- Up to 2% matching RRSP / 401K
- Learning and Development opportunities
- Up to $50 USD / $67.50 CAD towards Internet/Cell phone service
- Competitive salary
- Opportunity to work with creative problem solvers and make large impacts
