Customer Success Team Lead (Implementation)
- Compensation
- Not disclosed
- Location
- United States
- Work setup
- Remote
- Seniority
- Lead
- Employment
- Not specified
- Experience
- 5+ years
- Category
- Customer success
- Posted
Skills
Must have
- 5+ years of industry experience and/or 18 months of experience at Datarails, ideally in a customer-facing role. You have the ability to operate independently and work with management to improve the or
- History of building and maintaining strong collegial relationships, knowledge-sharing, and mentorship of team members. Preference may be given to candidates with experience as an onboarding buddy for
- Strong communication skills. You navigate difficult conversations with ease and are comfortable raising red flags and asking questions with customers and when providing feedback to team members.
- Strong customer skills. You are prepared to serve as an escalation point for your team and able to take point on challenging customer implementations.
- Internal Requirements - In-depth understanding of datrails's products, sales, and processes. Demonstrated track record of success in current role within datarails.
- Strong relationships with key internal stakeholders and a deep understanding of the company's customer base.
Full description
DescriptionCome build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.
If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!
This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available.
What You’ll Do
The Customer Success Team Lead (Implementation) plays a critical role in ensuring the successful implementation of the Datarails platform for the Datarails customers. The Team Lead will manage a team of Implementation CSMs and various Datarails resources to deliver high-quality implementation that meets and exceeds customer expectations. The Team Lead will oversee the entire implementation process, from initial planning to final deployment, ensuring projects are completed on time, within sales-scoped hours.
Key Responsibilities
- Team Leadership and Development
- Manage and lead a team of implementation CSMs. You’ll be responsible for hiring, training, and coaching your team to take their success to new heights.
- Ongoing mentorship and weekly 1:1s leading conversations around each individual’s growth and career path. Conduct regular performance reviews and provide constructive feedback.
- Foster a collaborative and high-performance team environment; Team should be comfortable reaching out to other team members to discuss best practices, implementation approaches and build overall team camaraderie. The Team Lead should be spearheading this effort through ongoing coaching and encouraging open dialogue and collaboration.
- Project Management
- Oversee multiple implementation projects simultaneously, guiding and being the technical focal point for implementation.
- Oversee the team project plans for the implementation, timelines, and scoped hours.
- Review and approve the conclusion of the implementation (handoff to live) process to ensure implementations meet customer expectations.
- Identify and escalate project risks and issues to the CS leadership and to other teams when needed (Sales, Product, RnD).
- Customer Engagement
- You will serve as the escalation point for customers and your team members on customer issues, so if they run into a problem you can step in to give guidance and act as additional support on calls to determine the next steps.