Revenue.io is the Salesforce-native Revenue Orchestration Platform that helps high-performing sales teams win from first call to closed-won. We are the only sales platform that guides reps before, during, and after every interaction, accelerating pipeline, improving forecast accuracy, and driving repeatable growth. Companies like Square, United Rentals, HPE, and Nutanix rely on Revenue.io to unify sales execution across every touchpoint.
We are the only company recognized in both the Forrester Waves for Conversation Intelligence and Sales Engagement. Revenue.io is also a Gartner Cool Vendor and has been named one of the Best Places to Work by BuiltinLA and Comparably. Revenue.io is backed by Goldman Sachs, Bryant Stibel, and Palisades Growth Capital.
You will join a high-growth team and work with experienced mentors to scale the core platform behind our AI-driven products. This is a chance to build industry-defining technology in a collaborative, mission-driven environment.
Our Core Values
- We Learn continuously: We treat every call, commit, and customer moment as a feedback loop. Curiosity is our unfair advantage.
- We are human-centered: AI serves people. We design for trust, clarity, and momentum in real conversations.
- We look in the mirror: When something breaks, we fix it at the root and share what we learned. Accountability travels faster than blame.
- We Dream big: We set goals that feel a little uncomfortable and then make them practical. Ambition plus discipline wins.
- We Champion every voice: The best insight can come from the quietest person in the room. Inclusion is how we find it.
We’re looking for people who want to shape the future of human potential with AI.
Who We’re Looking For
Revenue.io is seeking a Director of Customer Success to lead and scale a global team of passionate CSMs while directly managing a portfolio of strategic enterprise customers. You’ll report to the COO and play a critical role in shaping the strategy, structure, and operational excellence of our CS organization.
This hybrid role blends hands-on customer engagement with visionary team leadership. You’ll be responsible for driving adoption, growth, and retention across our customer base—using AI-powered insights, scalable programs, and deep executive partnerships to deliver measurable business impact.
If you’re equally energized by building high-performing teams, developing scalable playbooks, and working directly with customers to ensure they realize the full value of Revenue.io, this is the role for you.
What you will be doing:
Lead and Inspire a Global Team
Build, mentor, and scale a world-class team of Customer Success Managers, empowering them to deliver exceptional experiences and drive measurable customer outcomes.
Lead highly effective weekly team meetings, deal reviews, and performance sessions to align priorities, share insights, and strengthen execution.
Oversee headcount management, book balancing, and capacity planning to ensure equitable distribution of accounts and sustainable workload.
Develop and execute hiring and onboarding plans that accelerate new hire readiness and reinforce a culture of excellence and accountability.
Own a Strategic Book of Business
Personally manage and grow key enterprise accounts—ensuring adoption, expansion, and executive alignment while modeling world-class CSM engagement.
Develop Scalable Customer Success Programs
Partner with RevOps, Product, and Marketing to design and deliver digital programs, automation, and playbooks that drive consistent value across all segments.
Leverage AI and Data for Proactive Success
Use Revenue.io’s own AI platform and Salesforce workflows to identify risks, predict churn, surface expansion opportunities, and trigger the right interventions at scale.
Shape the Global CS Strategy
Partner cross-functionally with Sales, Product, Support, Implementation, and Marketing leadership to align goals, define success metrics, and evolve the customer journey for long-term growth.
Drive Operational Excellence
Establish repeatable processes, implement KPIs, and continuously refine systems to improve visibility, scalability, and efficiency across the organization.
Manage the operational rhythm of the CS team—tracking performance, forecasting capacity, and ensuring alignment between strategic objectives and day-to-day execution.
Champion the Voice of the Customer
Serve as the executive advocate for customer needs—bringing insights to influence product roadmap, go-to-market strategies, and company-wide customer obsession.
Deliver on key performance targets by driving operational excellence, accountability, and data-driven execution across the Customer Success organization.
Lead global transformation initiatives that marshal cross-functional resources to implement scalable, high-impact solutions that elevate customer outcomes.
Collaborate with your team to showcase customer success stories—building case studies, model customers, and reference programs that demonstrate measurable ROI.
Build and maintain trusted, executive-level relationships with customer leaders to ensure alignment, value realization, and long-term partnership success.
Strategically prioritize investment of time and resources across accounts to maximize customer impact, retention, and expansion potential.
What you should have:
- 10+ years of experience in Customer Success or Account Management within SaaS, including 5+ years leading and developing CSM teams.
- Proven success driving retention, expansion, and customer health in complex, enterprise-level accounts.
- Strong experience with Salesforce, CS automation tools, and AI-driven workflows to scale engagement and insights.
- Strategic and analytical mindset—able to balance data-driven decision-making with human-centered leadership.
- Excellent communication and executive-level presence with the ability to influence at all levels, both internally and externally.
- Deep understanding of the art and science of relationship management, value realization, and business impact storytelling.
- A passion for innovation, adaptability, and continuous learning in a fast-moving environment.
- Experience partnering cross-functionally with Sales, Support, Implementation, Marketing, Product, and Operations to deliver cohesive customer outcomes.
Builder mentality—comfortable with ambiguity, process creation, and scaling programs from the ground up.
Company Benefits Include
- Paid parental leave
- Flexible time off (US only)
- Competitive salary
- Multiple medical plans to choose from including HSA and FSA
- Work from home flexibility
Anti-Discrimination
We consider applicants without regards to race, color, national origin, sex, age, religion, sexual orientation, gender identity, veteran status, marital status, physical or mental disability, or other protected classes under all local, state, and federal laws and ordinances (AA/EOE/W/M/Vet/Disabled).
What Personal Information We Collect
Professional, employment-related, or schooling information. Current or past job history, performance evaluations, and educational background, including grades and transcripts.
How We Use Your Information
For professional, internal analysis, or employment-related purposes, including job applications. all applicants are subject to our Employment Privacy Notice and Global privacy policy.
Global Data Privacy Notice for Job Candidates
Please follow this link to access the document that provides transparency around the way in which Revenue.io handles personal data of employees and job applicants: https://www.revenue.io/privacy-notice-employment
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