Red Oak · 1 month ago
Vice President of Client Success
North Austin HQ
Full-time
Hybrid
Director/Executive
15+ years expRed Oak is a company focused on client success and is seeking a Vice President of Client Success to develop and execute strategies that drive retention and satisfaction. The role involves leading a team, building relationships with key accounts, and collaborating with various departments to enhance client engagement and business outcomes.
Software
Responsibilities
Develop and execute the client success vision, strategy, and KPIs to drive retention, satisfaction, and net revenue growth
Lead and mentor a team of Client Success Specialists
Build trusted advisor relationships with key enterprise and strategic accounts
Serve as the internal voice of the customer, influencing product roadmap and go-to-market strategy
Develop and maintain executive-level relationships to ensure alignment with client goals and business outcomes
Implement scalable processes, playbooks, and systems to manage client health, usage, and engagement
Partner cross-functionally with Product, Sales, and Marketing to drive adoption, reduce churn, and increase lifetime value
Own metrics for client retention, NRR and NPS
Develop programs that turn satisfied clients into advocates and references
Qualification
Required
Develop and execute the client success vision, strategy, and KPIs to drive retention, satisfaction, and net revenue growth
Lead and mentor a team of Client Success Specialists
Build trusted advisor relationships with key enterprise and strategic accounts
Serve as the internal voice of the customer, influencing product roadmap and go-to-market strategy
Develop and maintain executive-level relationships to ensure alignment with client goals and business outcomes
Implement scalable processes, playbooks, and systems to manage client health, usage, and engagement
Partner cross-functionally with Product, Sales, and Marketing to drive adoption, reduce churn, and increase lifetime value
Own metrics for client retention, NRR and NPS
Develop programs that turn satisfied clients into advocates and references
~ 15 years of total experience in Client Success, Account Management, or related roles
3-5 years of people management experience leading Client Success or Account teams
Proven track record of improving client retention and driving upsell/expansion outcomes
Strong analytical, strategic, and communication skills with executive presence
Company
Red Oak
Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$51M2023-06-29Private Equity· $51M
Leadership Team
Stacey Ledbetter
Director of Revenue Operations
Tripp Neville
CRO | ROC
Recent News
FinTech Global
2025-06-23
GlobeNewswire News Room
2025-02-14
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