Responsibilities

Strategic Leadership & Planning:

• Develop and execute a comprehensive customer success strategy that aligns with the company’s overall business objectives.
• Translate business objectives into actionable CS strategies and success metrics, focusing on customer retention, satisfaction, and product adoption.
• Drive the strategic direction of the Customer Success department, ensuring it is positioned to support the company’s growth.

Team Leadership & Development:

• Directly manage and coach a team of Customer Success leaders, including the Customer Success Team Lead and regional leaders, providing guidance, and performance feedback.
• Foster a culture of accountability, service excellence, and customer-centricity within the team.
• Implement and oversee training and development programs to ensure the team is equipped with the skills and knowledge to succeed.

Operational & Regulatory Oversight:

• Own and optimize the systems, processes, and operating environment that enable effective and scalable customer support.
• Ensure compliance with all relevant internal controls and regulatory standards (e.g., KYC, AML, data privacy), in partnership with the Risk, Compliance, and Legal teams.
• Establish and maintain a Quality Assurance (QA) program to monitor and improve the performance of the Customer Success team.

Stakeholder Engagement & Collaboration:

• Act as the primary operational partner for other departments, including Product, Engineering, Compliance, and Marketing.
• Represent the Customer Success department in cross-functional projects and planning cycles.
• Serve as the escalation point for critical or high-risk customer issues that require senior-level intervention.

Skills needed

• 7+ years of progressive experience managing multi-disciplinary client-facing teams (Sales, Account Management, Support) within a fast-paced or regulated financial services environment (Fintech, Banking, Wealth Management).
• Proven success in managing a P&L or revenue target.
• Deep understanding of retail and institutional client onboarding processes and the regulatory requirements (KYC/AML) of a global bank.
• Demonstrated ability to drive operational change and mandate process adoption across a seasoned sales and relationship team.
• Exceptional leadership, coaching, and conflict resolution skills.
• Strong cross-functional communication and decision-making skills.
• Previous experience in crypto or a strong personal interest and knowledge is highly beneficial.

Key Deliverables & Success Metrics

• Revenue Growth: Achieve the regional Total Annualized USD Revenue target.
• Client Segmentation: Achieve target growth in high-value client segments.
• Operational Adoption: Achieve 100% adoption of new SOPs and KPIs/KRIs within the regional teams.
• Client Retention: Achieve target annual retention rate for high-value clients.
• Customer Satisfaction (CSAT): Meet or exceed CSAT and QA targets.

Other requirements

• A dedicated workspace.
• A reliable internet connection with the fastest speed possible in your area.
• Alignment with Our Values and the Xapo Values-Driven Leadership principles.