[Remote] Director, Customer Success and TAM
Note: The job is a remote job and is open to candidates in USA. Nue.io is a next-generation CPQ and revenue automation platform designed for modern SaaS and subscription-based businesses. They are seeking a hands-on, strategic Director of Customer Success to lead their growing Customer Success function, ensuring customers achieve measurable outcomes and driving retention and expansion. This role involves managing a portfolio of strategic customers while building a scalable Customer Success organization from the ground up.ResponsibilitiesServe as the primary point of contact for a portfolio of high-value customers, managing onboarding, adoption, renewals, and expansionsDevelop a deep understanding of each customerâs business goals, success metrics, and operating modelPartner cross-functionally with Product, Sales, and Engineering to ensure customer needs are represented and prioritizedConduct regular business reviews (QBRs/EBRs) and proactively drive customer engagement and satisfactionIdentify and mitigate churn risks through proactive success planningAct as a subject matter expert on Nue's billing and pricing capabilities, educating customers on platform functionality, configuration best practices, and advanced use cases to maximize product valueCollaborate with customers' Finance, Billing, and RevOps teams to ensure Nue is configured to meet their revenue recognition, invoicing, and reporting requirementsIdentify opportunities to expand usage of Nue's platform by uncovering unmet billing needs, proposing new pricing models, or introducing features that solve emerging customer challengesBuild and lead the Customer Success team, including hiring, training, and mentoring CSMsDefine and implement the Customer Success playbook, including onboarding processes, success plans, health scoring, and renewal/expansion strategiesEstablish repeatable CSM KPIs (e.g., retention, NRR, adoption, CSAT, health scores)Develop deep product expertise within the CS team, ensuring CSMs understand billing concepts, pricing strategies, and common customer implementation patterns to effectively drive adoption and renewalsBuild feedback loops between Customer Success and Product teams to surface customer pain points related to billing workflows, prioritize feature requests, and validate product-market fit for new capabilitiesPartner closely with the Technical Account Management (TAM) team to ensure seamless coordination between strategic account success and technical execution, aligning on customer goals, proactive issue prevention, and escalations to drive adoption and retentionCollaborate with Marketing and Sales to ensure seamless handoffs and a consistent customer lifecycle experienceCreate escalation paths and drive continuous improvement through customer feedback and operational excellenceDeep understanding of billing and pricing architectures, including usage-based pricing, tiered/volume pricing, proration logic, subscription lifecycle management, and revenue recognition principles (ASC 606)Hands-on experience configuring and troubleshooting CPQ and billing systems (e.g., Salesforce CPQ, Zuora, Chargebee, Stripe Billing, or similar platforms), including product catalogs, pricing rules, discounting logic, and quote-to-cash workflowsProven ability to guide customers through complex billing implementations, including pricing model design, integration architecture decisions, and technical scoping of use cases like multi-entity billing, partner/reseller models, or consumption-based pricingStrong technical acumen to discuss API integrations, data flows, and system architecture with customer technical teamsâable to bridge business outcomes with technical requirementsExperience translating billing requirements into actionable configurations, working alongside Solutions Engineers and Implementation teams to validate technical feasibility and optimize for customer successComfort analyzing billing data, usage metrics, and revenue reports to identify adoption trends, billing anomalies, and expansion opportunitiesâacting as a trusted advisor on pricing strategy and billing operationsSkills8+ years of experience in Customer Success, Account Management, or RevOps leadership within B2B SaaSHands-on experience managing customers through the Lead-to-Revenue lifecycle, including CPQ, Order Management, Billing, and Revenue RecognitionStrong operational understanding of Salesforce CRM, including experience with Sales Cloud, CPQ, and integrations with downstream revenue systemsDemonstrated ability to work cross-functionally with RevOps, Sales, Finance, and Engineering teams to improve quote-to-cash processes and customer experienceProven success implementing or optimizing Revenue Operations frameworks, data hygiene, and process automationExperience working with subscription-based / recurring revenue models (ARR, renewals, expansions)Excellent communication and executive engagement skillsâable to translate complex operational concepts into business impactTrack record of building scalable Customer Success playbooks, systems, and KPIs tied to retention and growth metricsComfortable in a player/coach role, leading by example while developing a high-performing CSM teamLeverages AI and automation tools to drive efficiency, insight, and personalization across the customer lifecycle (e.g., AI-driven account health insights, renewal risk prediction, or customer engagement)Deep understanding of billing and pricing architectures, including usage-based pricing, tiered/volume pricing, proration logic, subscription lifecycle management, and revenue recognition principles (ASC 606)Hands-on experience configuring and troubleshooting CPQ and billing systems (e.g., Salesforce CPQ, Zuora, Chargebee, Stripe Billing, or similar platforms), including product catalogs, pricing rules, discounting logic, and quote-to-cash workflowsProven ability to guide customers through complex billing implementations, including pricing model design, integration architecture decisions, and technical scoping of use cases like multi-entity billing, partner/reseller models, or consumption-based pricingStrong technical acumen to discuss API integrations, data flows, and system architecture with customer technical teamsâable to bridge business outcomes with technical requirementsExperience translating billing requirements into actionable configurations, working alongside Solutions Engineers and Implementation teams to validate technical feasibility and optimize for customer successComfort analyzing billing data, usage metrics, and revenue reports to identify adoption trends, billing anomalies, and expansion opportunitiesâacting as a trusted advisor on pricing strategy and billing operationsBenefitsCompetitive compensation and benefits that reward your talent and impact.Comprehensive health, vision, dental, and life insuranceA front-row seat in the Silicon Valley tech ecosystem, where youâll work on cutting-edge challenges shaping the future of SaaS, finance, and payments.The opportunity to build truly groundbreaking products â your work wonât just support the business; it will influence how companies around the world monetize and grow.A high-energy, collaborative culture where smart, supportive teammates push each other to learn fast, think boldly, and do the best work of their careers.Room to grow, lead, and make your mark in a fast-scaling company that values creativity, ownership, and ambition.Company OverviewNue is an easy-to-manage quote-to-revenue platform designed to meet the needs of the modern business. It was founded in 2019, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is https://www.nue.io/.