FundMiner Is Hiring!
Customer Success Team Lead
Location: Remote, must be based in United States
Salary Range: $80k-$100k (OTE w/commission) (+ benefits)
Role Type: Full-time
Eligibility Requirements: Authorization to work in the United States, background check
Reports to: Chief Executive Officer
How To Apply
Please apply via this form as soon as possible: Customer Success Team Lead
Applications will be reviewed and considered on a rolling basis until the position is filled.
Who We Are
We are on a mission to digitally transform fund management and reporting for fundraising organizations helping them more effectively measure, maximize, and communicate their impact.
FundMiner is a B2B SaaS startup in the fundraising/advancement software space — provides personalized fund management insights and automates complex and traditionally manual processes for fundraising organizations like universities, foundations, and nonprofits.
You can learn more about our company and values on our website.
Position Summary
We are looking for an experienced Customer Success Team Lead to lead FundMiner’s efforts in delivering exceptional value to our clients.
In this role, you will be responsible for client retention, expansion, and satisfaction. You will lead customer post-go-live value realization, training programs, long-term account health, success planning, renewals, and upsell strategies.
Essential Functions & Responsibilities
-
- Customer Success Strategy: Own the customer success vision and strategy, driving retention, expansion, and overall revenue growth. Align success initiatives with company goals and support cross-functional projects that impact the customer journey and long-term account value.
- Revenue Growth: Partner with Sales and Leadership to align on revenue goals and support upsell, cross-sell, and renewal initiatives. Act as a key stakeholder in company-wide strategic projects impacting the customer lifecycle.
- Customer Experience & Lifecycle: Ensure a high-quality, end-to-end customer journey—from go live to renewal. Collaborate closely with Sales, Marketing, and Product to enhance adoption, deliver measurable outcomes, and support enterprise client needs. Ensure every touchpoint adds value.
- Leadership & Team Development: Recruit, lead, and scale a high-performing Customer Success team. Set clear KPIs and track performance against goals.
- Cross-Functional Alignment: Collaborate closely with Sales, Marketing, and Product to deliver a cohesive and high-impact customer experience.
- Customer and Industry Relationships: Serve as a strategic advisor to top-tier clients, building strong relationships with key stakeholders to drive long-term success. Represent FundMiner at key industry events, conferences, and customer engagements to strengthen relationships and stay connected to the market’s needs.
- Customer Experience: Monitor customer health and proactively address potential risks or blockers before they become issues. Work with internal teams to resolve client issues and escalate when necessary. Analyze customer data to surface insights that improve client satisfaction and reduce churn.
- Training & Enablement: Design and deliver a comprehensive training program that drives deep platform adoption and long-term user confidence. Develop and maintain role-specific training materials, knowledge base resources, and self-serve onboarding guides. Lead ongoing education initiatives including webinars, product update trainings, and user workshops that keep clients engaged and maximizing value from FundMiner.
- Processes & Procedures: Implement scalable systems and processes to monitor customer health, forecast renewals, and identify growth opportunities. Analyze performance metrics and deliver insights to inform leadership strategy.
- Tools & Technology: Leverage platforms like HubSpot, Asana, and Microsoft Office to track engagement, manage workflows, and ensure consistent follow-through and documentation. Ensure all interactions are well-documented, strategic next steps are clear, and processes are followed consistently to deliver exceptional customer outcomes.
- Market & Customer Intelligence: Maintain deep awareness of industry trends, customer pain points, and competitive landscape. Leverage insights to anticipate customer needs and guide strategic planning and product innovation.
Skills & Experience
This is an ideal but non-exhaustive list of qualifications we are looking for in a successful candidate. If you meet some but not all of these, we encourage you to apply anyway! We look at each applicant’s candidacy in its totality to assess suitability for this role, including enthusiasm and inclination to learn and grow.
- Bachelor’s degree.
- 5-8 years of professional experience in a SaaS customer success leadership or senior role OR 5-8 years of professional experience in donor relations, fund management, or advancement services in a leadership or senior role.
- 2-5 years' experience managing teams
- Excellent verbal and written communication and interpersonal skills, with the ability to build rapport and establish lasting client relationships.
- Exceptional organizational skills and attention to detail, ensuring accuracy in managing prospective clients and sales activities.
- Strong interpersonal skills and business acumen, with an exemplary professional demeanor.
- Proficiency in using CRM software and other sales tools to track and manage client interactions and sales processes.
Qualities & Values
The ideal candidate for this role will be someone who…
- Is energized and enthusiastic about spearheading and executing customer success strategies.
- Is highly motivated, dynamic, resourceful, and results-oriented to achieve goals.
- Has the ability to work independently with minimal direct guidance, as well as to motivate and lead a team.
- Possesses an innovative and entrepreneurial mindset and approaches problem-solving with a creative and calm outlook.
- Learns quickly and remains flexible to adapt to evolving circumstances as the business scales.
- Thrives in a fast-paced start-up environment, with excellent proactive communication skills and a passion for building and maintaining strong relationships.
- Has a track record of exceeding goals and enjoys working in a collaborative team setting.
How Success is Measured
Key performance indicators (KPIs) for this role include:
- Net and Gross Revenue Retention
- Reduce Time to Value
- Increase Feature Adoption Rate
- Improve Customer Health and Satisfaction
- Reduce Churn Rate
- Increase Expansion Revenue
Work Environment & Accommodations
This is a remote position. As a small but mighty (and quickly growing!) team, we’re not based in central office space but will work with you to ensure you have a suitable setup and equipment to work from remotely.
Travel
Occasional travel may be required for this role, anywhere between 5-25% of the time.
Salary & Compensation
We believe in transparency and equitable compensation. The base salary for this role is $80k-$100k (OTE w/commission) (+ benefits).
Benefits
To augment salary and provide a comprehensive compensation package, FundMiner offers generous benefits, including:
- Remote-first approach
- Flexible and generous PTO, including an annual “winter break” from December 24 – January 1
- 100% company-paid medical, dental, vision, and life insurance
- 401(k) plan with 3% company match
- Stock options
- Paid parental leave
Our Team
Our diverse (female + Latino) founder duo is uniquely qualified to lead, with our CPTO having experience building and scaling AI-powered products from 0 to millions for leading tech companies like Microsoft and Meta and our CEO’s extensive domain knowledge and deep-rooted industry connections. FundMiner is VC-backed and is a 2023 Techstars Company.
Commitment to Diversity, Equity, and Inclusion
FundMiner is committed to embodying the values of diversity, equity, and inclusion. More than being an Equal Opportunity Employer — where all qualified applicants will receive consideration for employment without regard to race, religion, national origin or ancestry, sex, gender identity or expression, physical or mental ability, medical condition, genetic condition, pregnancy or childbirth, marital status, veteran status, or related characteristics — we actively encourage these candidates to apply.
As a young and quickly-growing company, we are committed to building a culture and work environment where employees and clients alike feel welcomed, respected, valued, and empowered to thrive. Everyone at FundMiner brings their own unique perspectives, experiences, and ideas with them — and we believe that a more diverse team creates a more innovative product, provides better service to our customers, and helps us all grow as individuals.
Join an Awesome Team
Application: Customer Success Team Lead. Be sure to include your resume and a note telling us why you are interested.
