What are the responsibilities and job description for the Head of Customer Success position at Scalestack?
ABOUT US
Scalestack is the AI infrastructure for autonomous enterprise GTM. We built an AI-native platform trusted by companies like Harvey, Profound, and Astronomer. With presence in New York, Miami, London, and Buenos Aires, we are backed by strong investors including the Zapier Fund.
We build the infrastructure layer that makes enterprise AI agents actually work in production: reliable, data-rich, and deeply integrated into existing systems. The results speak for themselves: $19M in recovered pipeline for MongoDB, 2x CRM fidelity for Redis, and a 92% match rate powering Typeform at 250K form records/month.
ROLE DETAILS
- Type: Full-time
- Location: New York (Hybrid)
- Level: Senior / Director
- Reports to: CEO
THE ROLE
We are looking for a Head of Customer Success to build and lead the function that turns Scalestack from a platform into a long-term strategic partner for our enterprise customers. You will still own a small, strategic portfolio of important accounts, but the majority of your time will go into strategy, coaching, and raising the bar of the team.
You will define how we run Customer Success at Scalestack: playbooks, QBR standards, escalation protocols, renewal forecasting, and the commercial motion for retention and expansion. You will be the executive our enterprise customers reach for when they need to know someone senior at Scalestack is paying attention. And you will grow a team of CSMs who do not need to be told what to do.
WHAT YOU WILL WORK ON
LEADERSHIP & TEAM DEVELOPMENT
- Lead, coach, and grow the Customer Success team, starting with a small team in New York and scaling from there
- Set clear goals, define scorecards, and hold the team to a high bar without micromanaging
- Run 1:1s, skip-levels, and performance reviews that actually develop people
- Recruit and hire exceptional CSMs: raise the bar on every hire, never settle
- Build a team culture that is ownership-driven, outcome-focused, and allergic to mediocrity
STRATEGY & OPERATIONS
- Define and own the CS strategy: segmentation, coverage model, staffing ratios, and how CSMs scale with the business
- Build the playbooks, QBR templates, onboarding frameworks, and standard customer communications that the team runs on. Documentation is not optional, it is how we scale
- Forecast GRR and NRR with precision and own the operating cadence that surfaces risk early
- Partner with Sales, Product, and Leadership to translate customer signals into pricing, packaging, and roadmap decisions
- Instrument the function: health scores, usage metrics, renewal funnels, and dashboards that drive action
COMMERCIAL OWNERSHIP
- Own GRR and NRR for the full customer base, with quarterly visibility and monthly review
- Personally own the renewal and expansion strategy for top-tier accounts
- Lead complex renewal and expansion negotiations when the deal requires executive weight
- Maintain a small, strategic account portfolio (roughly 30 to 40 percent of a standard CSM load) to stay close to customers and to the work
ESCALATIONS & EXECUTIVE PRESENCE
- Be the senior face of Scalestack for enterprise customers: run executive QBRs, handle escalations, and own difficult conversations with VP and C-level stakeholders
- Step in when a customer is at risk and bring calm, structured thinking that turns the situation around
- Build trusted-advisor relationships with economic buyers and executive sponsors across the portfolio
- Represent Scalestack externally with the credibility our enterprise customers expect from a strategic partner
TECHNICAL FLUENCY
- Operate fluently in our space: APIs, AI agents, LLMs, agentic workflows, enrichment and orchestration pipelines
- Know the Scalestack platform deeply and stay close enough to the work that you can review team output with authority
- Understand the modern data stack and adjacent AI tooling (Claude Code, MCP, agentic frameworks) well enough to hold your own in a technical room
- Handle enterprise security and compliance conversations independently (data residency, PII handling, access controls)
WHAT WE ARE LOOKING FOR
REQUIRED
- 7 years in Customer Success, Solutions, or Post-Sales at B2B SaaS or enterprise data companies, including 3 years managing a CS team
- Proven track record owning GRR and NRR at the portfolio or function level, with clear, quantifiable results
- Executive presence and credibility with VP and C-level buyers: you run enterprise rooms without breaking stride
- Strategic thinker who can zoom from a renewal spreadsheet to a three-year CS roadmap and back inside the same meeting
- Coach, not commander: you develop people by raising the bar and giving them room, not by telling them what to do
- Technical fluency with APIs, AI agents, LLMs, and modern data infrastructure. Not surface-level familiarity
- High-ownership operator: you build the system, you do not wait for it
- Absolute master of English language, written and spoken. Clear, direct, convincing and warm communicator
- Comfort and experience working across the Americas
PREFERRED
- Experience scaling a CS function from early stage through growth stage
- Background in RevOps, data enrichment, or GTM tooling
- Familiarity with Salesforce, HubSpot, and workflow platforms (Asana, Notion)
- Prior experience in a founder-led, fast-moving startup environment
WHAT SUCCESS LOOKS LIKE
30 Days: Deeply understand the platform, the team, every active account, and our top 5 customers. Sit in on every major customer touchpoint. Identify the top 3 strategic gaps in the function.
60 Days: Publish the CS operating model: coverage ratios, QBR cadence, escalation protocol, renewal forecasting. Run your first executive-level escalation or QBR independently. Ship at least 2 reusable assets (playbooks, templates) the team is actively using.
90 Days: Lead the renewal motion for the quarter. Have a calibrated view on every CSM and a development plan for each.
6 Months: Hit GRR and NRR targets for the quarter. Hire at least one CSM against a clear bar. Run a full QBR cycle across the top accounts with zero slippage.
12 Months: Own a CS function the company trusts to deliver. GRR above industry benchmark, NRR above 115%. Team scaled with quality. CS is a reliable source of revenue and a strategic partner to Sales and Product.
OUR VALUES
- Ownership & Commitment: We take full responsibility for our work, see it through, and hold ourselves accountable to the outcome.
- Deliver Results: We focus on outcomes. We ship things that matter, on time and at the right quality.
- Insist on the Highest Standards: We refuse to accept mediocrity. We raise the bar constantly and push each other to do the same.
- Learn and Be Curious: We ask why, challenge assumptions, and treat every mistake as a chance to get better.
- Collaboration: We win as a team. We share context freely and make decisions that are good for the whole.
INTERVIEW PROCESS
We move quickly and tell you where you stand at every step.
- Screening call — 15 min. Mutual fit check.
- Culture fit calls — 45 min each (2 calls, optional third if needed). Alignment on working style and values.
- Skills and technical conversation — 45 min. Deep dive on your experience, past deals, and how you think.
- Take-home or live exercise (optional) — 3–4 hours. A practical problem that reflects what you'd actually be doing here.
- Decision
COMPENSATION & BENEFITS
- Competitive salary and equity benchmarked to your experience and location
- Flexible and unlimited PTO
- Equipment reimbursement
- Hybrid: in-office once a week in New York
- Significant opportunity to build a function from the ground up and shape how Scalestack scales