Note: The job is a remote job and is open to candidates in USA. Secure Engage is a company focused on AI-powered compliance solutions, and they are seeking a Customer Success Lead to oversee the post-sale customer journey. This role involves building strong relationships with enterprise clients, managing their needs, and collaborating with internal teams to enhance the platform based on client feedback.
Responsibilities
- Lead the post-sale customer journey—from onboarding to renewal—ensuring enterprise clients receive measurable value from the Secure Engage platform
- Build and maintain strong relationships with compliance, legal, and procurement stakeholders at financial institutions and their HRHT third parties
- Anticipate client needs, proactively manage expectations, and drive engagement, satisfaction, and retention
- Collaborate closely with Product and Sales teams to ensure client feedback shapes platform enhancements and roadmap decisions
- Create customer success playbooks, reporting dashboards, and support processes for scale
- Oversee the design and delivery of training sessions, documentation, and best practices
Skills
- 5+ years in customer success, account management, or implementation roles, preferably in SaaS or RegTech
- Proven experience managing enterprise relationships and complex stakeholder groups
- Strong communication, empathy, and problem-solving skills
- Understanding of compliance, risk, or legal tech platforms is highly preferred
- Ability to thrive in a fast-paced, startup environment and build processes from the ground up
- Experience with tools like HubSpot, Notion, or Intercom is a plus
Benefits
- Remote-first work with flexible scheduling
- Paid time off and generous benefits
- Equity ownership in a fast-growing AI-powered compliance platform
- A close-knit team committed to meaningful work and customer impact
- Opportunities for growth into leadership as we scale globally
Company Overview