C
Posted 9 hours ago
Head of Customer Success
CasapHead of Customer Success
Requirements
8+ years B2B SaaS Customer Success experience, Experience scaling post-sales functions, Fintech or financial institution background, Familiarity with ERPs
Skills
SaaSFintechcustomer success
About the role
About the Company
Casap is a Series A startup that has raised over $30M from Emergence, Lightspeed, and Primary Ventures. Based in San Francisco, the company was founded by product leaders from Robinhood and Chime. We are on a mission to change the way banks operate by automating disputes and fighting friendly fraud.
Responsibilities
- Own the entire post-implementation lifecycle from initial handoff through renewals and upsells
- Hire, manage, and mentor a growing team across customer success and support
- Implement scalable structures, playbooks, and KPIs to support rapid growth
- Build deep relationships with customers to drive product adoption and account expansion
- Partner with Product, Engineering, and Sales to influence roadmap priorities
- Develop a high-performing support function with clear SLAs and white-glove service
- Define success metrics, reporting cadences, and operational workflows
- Act as a trusted advisor to executive stakeholders across banks, credit unions, and fintechs
Requirements
- 8+ years of experience in B2B SaaS Customer Success
- Proven track record managing high-touch mid-market and enterprise accounts
- Experience building and scaling post-sales functions, including hiring and org design
- Analytical mindset with experience managing net retention, CSAT, and support SLAs
- Background in fintech or working with financial institutions
- Familiarity with ERPs (e.g., QuickBooks, NetSuite) or financial systems integration
- Excellent communication and stakeholder management skills
- Ability to work in a fast-paced, hands-on startup environment
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Casap · San Francisco
