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Confido

AI-powered financial planning for CPG brands

Head of Customer Success

Customer SuccessConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 8 years of experience in customer success, account management, or a related customer-facing role, usually in B2B SaaS.
  • At least 2–4 years of people-management experience, including hiring, coaching, and building a team from a few Customer Success Managers to a larger scale.
  • Startup or scale-up experience, ideally having built a Customer Success function from scratch or taken it from founder-led to repeatable.
  • Experience with SMB, mid-market, and enterprise customers.
  • Ability to maintain team culture and morale through churn, escalations, and rapid change.
  • Ability to lead by example while personally handling key accounts or escalations.
  • Strong customer service and customer success orientation.
  • Ability to work in fast-paced environments and maintain quality of work.
  • Ability to work autonomously, self-direct, and navigate ambiguity.
  • Ability to collaborate and stay organized.

Responsibilities

  • Build and lead the Customer Success team while scaling the company.
  • Own the full customer lifecycle, from onboarding and adoption through renewal and expansion.
  • Set Customer Success strategy and build playbooks, health scoring, and processes that create a repeatable motion.
  • Remain hands-on with key accounts and escalations.
  • Work closely with Sales, Product, and Leadership, bring the customer voice into the roadmap, and own retention metrics.
  • Own the health, retention, adoption, and growth of the customer portfolio.
  • Build the customer lifecycle, including onboarding, adoption playbooks, QBRs and EBRs, renewal motion, churn-risk interventions, metrics definition, and reporting.
  • Listen to customer needs and create positive customer experiences and Customer Highlights.
  • Implement scalable, repeatable methodologies and programs that improve organizational efficiency while maintaining metrics accountability.
  • Champion a customer-first operating model and use data, AI, and operational rigor to deliver consistent, scalable Customer Success.
  • Serve as an executive sponsor and escalation point to resolve critical customer issues and roadblocks promptly and rigorously.
  • Build, sustain, and inspire a team of enterprise Customer Success Managers focused on customer health.
  • Hire, coach, and retain talent; manage performance and career growth.
  • Model innovative AI workflows to reduce administrative burden and prioritize strategic work.
  • Build a culture of accountability, inclusion, and continuous growth.
  • Partner with Sales to create renewal and upsell processes, operating frameworks, and reporting; support renewals, upsell, cross-sell, handoffs, and expansion.
  • Translate customer insights into product features.
  • Partner with systems integrators and strategic partners to amplify customer outcomes.

Desired Qualifications

  • Experience building a Customer Success function from scratch or scaling it from founder-led to repeatable is preferred.
  • A startup or scale-up background is preferred.

About the Company

Confido

AI-powered financial planning for CPG brands

Confido provides AI-powered finance, sales, and operations software for consumer packaged goods brands, acting as a single source of truth for accounting, finance, and supply-chain data. Its modules include cash application, deductions management, and auto-disputes for accounting; sales forecasting, trade promotions, and sales analytics for sales; and demand planning plus supply planning for operations, with an expansion into foodservice. The platform uses AI agents to automate workflows across the profit-and-loss statement to keep data aligned across teams. By focusing on the CPG sector with industry-specific modules, Confido aims to help brands manage finances, forecast demand, and plan supply more accurately.

Company size
51-200
Company stage
Series B
Total funding
$75.1M
Headquarters
New York City, New York
Founded
2020

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