Haystack
Customer Success Lead
Skills
11 days ago
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Important information
Contract type:
Permanent
Location:
San Francisco, CA, USA
Work mode:
Onsite
Published on:
16 October 2026
What they need
We're hiring for a rapidly growing AI-native tax solution that is revolutionizing the industry by combining AI agents and human expertise. This company is the largest and fastest-growing in its space, serving thousands of global businesses and backed by prominent venture capital firms.
The Role
Build and scale the Customer Success function from the ground up, defining segmentation, engagement models, and renewal workflows.
Develop organizational capabilities by hiring, onboarding, and training Customer Success Managers (CSMs).
Own the strategic customer experience, ensuring clients realize measurable value and partnering with Sales on expansion opportunities.
Drive key metrics including Net Revenue Retention (NRR), customer health, satisfaction, and promote upsells.
Create and implement scalable systems, processes, and automation to support a growing customer base.
Act as the voice of the customer internally, collaborating with Product, Engineering, and GTM teams to influence roadmap and improve the customer journey.
What You'll Need
Proven experience building or scaling Customer Success, Account Management, or Post-Sales functions in high-growth startup environments.
Demonstrated ability to hire, manage, and coach teams, setting clear goals and providing feedback.
A track record of improving customer adoption, retention, satisfaction, and account growth.
Strategic thinking combined with a hands-on approach to solving operational challenges and building processes.
Experience implementing scalable workflows, defining CS metrics, and leveraging automation or AI for efficiency.
Strong communication skills with the ability to build credibility with customer executives and collaborate effectively with cross-functional teams.
What's On Offer
Competitive salary and equity, offering direct participation in the company's success.
Comprehensive medical, dental, and vision coverage.
Wellness perks and retirement savings plan.
Opportunities for professional growth and a culture of ownership.
Apply via Haystack today!
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