Head of Customer Success, Commercial Lending

Job overview

The Head of Customer Success, Commercial Lending role is onsite in Aliso Viejo, CA, with compensation of $225,000–$250,000 per year. The position leads Customer Success for an established FinTech software company serving financial institutions. The leader strengthens customer relationships, improves retention and renewals, and develops scalable team processes that support recurring revenue growth. The role also connects customer needs and feedback with product and engineering priorities to improve commercial lending software outcomes.

What you'll do

• Lead customer retention, renewal performance, and recurring revenue growth
• develop account success and renewal strategies
• establish customer health measures
• manage senior relationships with financial institution customers
• conduct executive business reviews
• build account strategies and customer advocacy
• improve Customer Success processes, service levels, reporting, forecasting, and escalation procedures
• support onboarding and adoption
• communicate customer feedback to Product and Engineering
• build and mentor Customer Success and Account Management teams.

What we're looking for

Skills & competencies

head of customer success

commercial lending

aliso viejo ca

nesco resource

fintech

commercial banking

customer retention

strategic account management

team leadership

software as a service

$225k–$250k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Nesco Resource associates may receive medical, vision, dental, 401(k), and Employee Assistance Program services.

Why this role

Requires 10 or more years of commercial banking or lending experience, including knowledge of the commercial lending lifecycle and experience leading teams and senior financial-institution relationships.

About the employer

Nesco Resource, LLC is hiring for this role. Industry: Custom Computer Programming Services. Sector: 54.