Director, Enterprise Success

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive the growth strategy for a designated portfolio of enterprise client accounts.

• Establish growth objectives encompassing philanthropic gift volume, product module adoption, and financial advisor engagement.

• Develop, test, refine, and implement account-specific growth strategies that are linked to measurable results.

• Utilize quantitative growth models and confirm assumptions through data analysis and customer feedback loops.

• Assess growth initiatives based on potential size, strategic alignment, resource availability, and risk/return considerations.

• Foster relationships with leaders in business units, regional management, operations, technology, and philanthropy teams.

• Monitor key stakeholders, influencers, advocates, and decision-makers.

• Provide guidance to client stakeholders on organizational objectives and philanthropic strategies.

• Assist in developing business cases for additional investments in giving-related integrations.

• Outline user journeys and identify opportunities for deeper integration within financial advisor workflows.

• Collaborate with product and operations teams to create client-centric workflow solutions.

• Involve client operations and technology teams in the design and implementation of integrations.

• Convert client feedback into actionable insights for the product roadmap.

• Coordinate efforts with marketing, field/relationship teams, analytics, product, and operations.

• Create account-level reports and dashboards that illustrate account health, growth pathways, and risks.

• Assist in ensuring go-to-client readiness across the account ecosystem.

⛳️ Requirements

• A bachelor's degree in business management, sales, or a related field.

• 5–8 years of experience in enterprise growth, strategic account management, or management consulting.

• Preferably experienced in financial institutions, fintech, or financial services.

• Knowledge of how operational and product capabilities translate into growth and client adoption.

• Proven track record of contributing to growth outcomes and performance enhancements in complex accounts.

• Familiarity with product, operations, and commercial results.

• Ability to align client needs with internal capabilities.

• Analytical skills to model growth opportunities, evaluate resource trade-offs, and support business cases.

• Strong presence with both client and internal stakeholders.

• Comfortable presenting to senior-level audiences.

• Capability to influence across cross-functional teams.

• Skill in creating structure within moderately ambiguous situations and transitioning from strategy to execution.

• Proficient in navigating compliance and operational constraints typical in fintech environments.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible working arrangements.

• Collaborative and innovative work environment.