Customer Success Director Jobs in New York
Customer Success Director jobs in New York are among the most active in the country, concentrated in SaaS, fintech, media, and enterprise software with openings at every level from team lead to VP. Most hiring is in New York City, with additional demand in Albany and Buffalo where healthcare IT and financial services firms anchor the market. Salesforce, IBM, and Verizon are among the well-established employers with sustained customer success leadership hiring in the state. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 205+ Customer Success Director jobs
We are looking for a New York City based or US based remote Digital Customer Success Lead to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local NYC and London-based employees.
Company Description
OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred to continue this mission.
We're a diverse, collaborative, and fast-growing team of 110+ employees with offices in New York, London, and Australia and a global client base. Backed by Marlin Equity Partners, we're passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates.
Digital Customer Success Lead Description
As our Digital Customer Success Lead, you will help a growing pooled portfolio of approximately 300 OpenAsset clients representing roughly $5M in ARR get more value from their investment. You will combine practical product guidance with one-to-many program design, creating a customer experience that gives clients timely help, builds confidence with OpenAsset Source, and scales beyond a traditional one-to-one coverage model. This is a foundational opportunity to define how OpenAsset supports customers who do not have a traditional dedicated CSM. You will establish proactive engagement cadences, turn recurring questions into useful self-service resources, and use customer health, product usage, automation, and AI to make outreach more relevant. Your work will help AEC firms get lasting value from their project information and digital assets while creating a stronger foundation for future adoption of the broader OpenAsset platform, including Shred.
You will work closely with CS leadership, Account Managers, CSMs, Product, Marketing, Operations, Sales Engineers, and technical teams. The role is ideal for someone who enjoys solving real client problems while also building the programs, workflows, and measurement practices that can support hundreds of customers as OpenAsset grows.
Responsibilities
- Establish a baseline for the pooled portfolio by analyzing client needs, adoption patterns, existing resources, coverage gaps, and signals that indicate risk or opportunity.
- Create a repeatable process for responding to pooled clients' configuration, product, and training questions, with clear escalation paths to CSMs, technical teams, Product, or other partners.
- Launch segmented engagement plays such as targeted outreach, office hours, webinars, lifecycle campaigns, and self-service resources that improve adoption without requiring every interaction to be one-to-one.
- Translate recurring customer questions and product friction into reusable help content, enablement resources, and recommendations for Product and CS leadership.
- Use customer health, product usage, and engagement data to prioritize outreach, identify adoption gaps, measure program effectiveness, and recommend where human attention will have the greatest impact.
- Partner with CSMs and CS leadership to define the ideal profile for pooled coverage and create a scalable way to identify eligible clients from CSM-owned books.
- Guide clients through OpenAsset Source workflows, troubleshoot configuration and workflow questions, and connect relevant Shred.ai or broader platform opportunities to Account Managers and product specialists.
- Use AI and automation to draft and personalize communications, summarize interactions, surface recurring patterns, and improve the speed and relevance of customer support while validating outputs and applying sound judgment.
Skills and Experience Must Haves
- 3–5 years of relevant customer success experience, with the range serving as a proxy for the practical judgment required to manage complex SaaS customer needs and build repeatable programs.
- Demonstrated experience managing a high-volume portfolio of 150–200 or more accounts in a B2B SaaS environment while maintaining useful prioritization and customer responsiveness.
- Hands-on experience building and running a scaled or digital customer success program for a large SaaS portfolio, including one-to-many engagement rather than only delivering one-to-one account management within an established model.
- Technical and AI fluency, including the ability to learn SaaS products, troubleshoot configuration and workflow questions, and use AI, automation, customer engagement platforms, and usage data to improve customer outcomes at scale.
- A bachelor's degree or equivalent practical experience is preferred.
Nice to Haves
- Experience designing one-to-many programs such as webinars, office hours, lifecycle campaigns, or self-service resources.
- Comfort using customer health and product usage data to identify adoption gaps, prioritize outreach, and measure program effectiveness.
- Experience managing help-site content or designing a help-site or customer university experience. Experience with digital asset management or proposal automation tools.
- Familiarity with architecture, engineering, construction, or related industries.
Benefits
- Competitive salary
- Medical / Dental / Vision coverage — 100% employer-paid for employees, 50% employer-paid for dependents
- 20 days paid time off per year + federal holidays
- 5 paid sick days
- Work from home flexibility
- Commuter benefits
- 401k with employer match (via Empower Retirement)
- Paid parental leave
- Career growth and development opportunities
This position is not eligible for visa sponsorship.
OpenAsset is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualifications—we do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.
We are looking for a New York City based or US based remote Digital Customer Success Lead to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local NYC and London-based employees.
Company Description
OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred to continue this mission.
We're a diverse, collaborative, and fast-growing team of 110+ employees with offices in New York, London, and Australia and a global client base. Backed by Marlin Equity Partners, we're passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates.
Digital Customer Success Lead Description
As our Digital Customer Success Lead, you will help a growing pooled portfolio of approximately 300 OpenAsset clients representing roughly $5M in ARR get more value from their investment. You will combine practical product guidance with one-to-many program design, creating a customer experience that gives clients timely help, builds confidence with OpenAsset Source, and scales beyond a traditional one-to-one coverage model. This is a foundational opportunity to define how OpenAsset supports customers who do not have a traditional dedicated CSM. You will establish proactive engagement cadences, turn recurring questions into useful self-service resources, and use customer health, product usage, automation, and AI to make outreach more relevant. Your work will help AEC firms get lasting value from their project information and digital assets while creating a stronger foundation for future adoption of the broader OpenAsset platform, including Shred.
You will work closely with CS leadership, Account Managers, CSMs, Product, Marketing, Operations, Sales Engineers, and technical teams. The role is ideal for someone who enjoys solving real client problems while also building the programs, workflows, and measurement practices that can support hundreds of customers as OpenAsset grows.
Responsibilities
- Establish a baseline for the pooled portfolio by analyzing client needs, adoption patterns, existing resources, coverage gaps, and signals that indicate risk or opportunity.
- Create a repeatable process for responding to pooled clients' configuration, product, and training questions, with clear escalation paths to CSMs, technical teams, Product, or other partners.
- Launch segmented engagement plays such as targeted outreach, office hours, webinars, lifecycle campaigns, and self-service resources that improve adoption without requiring every interaction to be one-to-one.
- Translate recurring customer questions and product friction into reusable help content, enablement resources, and recommendations for Product and CS leadership.
- Use customer health, product usage, and engagement data to prioritize outreach, identify adoption gaps, measure program effectiveness, and recommend where human attention will have the greatest impact.
- Partner with CSMs and CS leadership to define the ideal profile for pooled coverage and create a scalable way to identify eligible clients from CSM-owned books.
- Guide clients through OpenAsset Source workflows, troubleshoot configuration and workflow questions, and connect relevant Shred.ai or broader platform opportunities to Account Managers and product specialists.
- Use AI and automation to draft and personalize communications, summarize interactions, surface recurring patterns, and improve the speed and relevance of customer support while validating outputs and applying sound judgment.
Skills and Experience Must Haves
- 3–5 years of relevant customer success experience, with the range serving as a proxy for the practical judgment required to manage complex SaaS customer needs and build repeatable programs.
- Demonstrated experience managing a high-volume portfolio of 150–200 or more accounts in a B2B SaaS environment while maintaining useful prioritization and customer responsiveness.
- Hands-on experience building and running a scaled or digital customer success program for a large SaaS portfolio, including one-to-many engagement rather than only delivering one-to-one account management within an established model.
- Technical and AI fluency, including the ability to learn SaaS products, troubleshoot configuration and workflow questions, and use AI, automation, customer engagement platforms, and usage data to improve customer outcomes at scale.
- A bachelor's degree or equivalent practical experience is preferred.
Nice to Haves
- Experience designing one-to-many programs such as webinars, office hours, lifecycle campaigns, or self-service resources.
- Comfort using customer health and product usage data to identify adoption gaps, prioritize outreach, and measure program effectiveness.
- Experience managing help-site content or designing a help-site or customer university experience. Experience with digital asset management or proposal automation tools.
- Familiarity with architecture, engineering, construction, or related industries.
Benefits
- Competitive salary
- Medical / Dental / Vision coverage — 100% employer-paid for employees, 50% employer-paid for dependents
- 20 days paid time off per year + federal holidays
- 5 paid sick days
- Work from home flexibility
- Commuter benefits
- 401k with employer match (via Empower Retirement)
- Paid parental leave
- Career growth and development opportunities
This position is not eligible for visa sponsorship.
OpenAsset is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualifications—we do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.
See All 205+ Customer Success Director Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find JobsCustomer Success Director Jobs by City in New York
Where New York roles are concentrated, by current openings.
Customer Success Director Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software17
- Marketing & Advertising3
- Banking & Financial Services2
- Consulting & Professional Services2
- Insurance1
What New York Employers Look For
The qualifications that appear most often in customer success director jobs across New York.
- Bachelor's degree in business, marketing, communications, or a related field required
- Five or more years in customer success, account management, or client services roles
- Demonstrated experience managing enterprise accounts or large customer portfolios
- Proficiency with CRM platforms such as Salesforce, Gainsight, or HubSpot
- Experience leading and coaching customer success teams across multiple segments
- Strong analytical skills with ability to translate data into retention and growth strategies
Customer Success Director Jobs in New York: Frequently Asked Questions
How do you become a customer success director in New York?
Customer success directors in New York do not require a state-issued license, so the path runs through experience and education rather than credentialing. Most candidates hold a bachelor's degree in business, marketing, or a related field and build several years in customer-facing roles before stepping into director-level work. New York's dense SaaS and fintech sectors make account management and customer success manager roles the most common stepping stones, with many directors coming up through firms headquartered in New York City.
Which companies hire customer success directors in New York?
Employers hiring customer success directors in New York right now include HARVEY, Handshake, and Amazon Web Services, based on current listings on Migrate Mate as of November 2026. New York's concentration of enterprise software, financial services, and media companies means demand for customer success leadership is spread across both large corporations and fast-growing technology firms with New York offices.
Which New York cities have the most customer success director jobs?
New York, Brooklyn, and Victor have the most customer success director openings in New York. New York City drives the majority of demand given its headquarters density in SaaS, fintech, and media, while Albany's government technology and healthcare IT sectors and Buffalo's growing financial services and insurance industry generate consistent openings outside the metro.
Are there remote customer success director jobs in New York?
Yes, and more than most fields. Customer success director work is largely relationship-driven and conducted over digital channels, making it well suited to remote arrangements. About 80% of customer success director openings tied to New York are remote or hybrid as of November 2026, reflecting how widely distributed enterprise client bases have become. Strategic account oversight and team leadership functions tend to be the most consistently remote parts of the role.
How can I get hired as a customer success director in New York with little or no experience?
The most realistic entry path is through a customer success manager or account manager role at a New York-based technology or fintech company, then progressing to director level after demonstrating retention and expansion results. Large employers with structured career tracks in New York, including enterprise software firms and financial technology companies headquartered in the city, regularly promote from within. Building proficiency in Gainsight or Salesforce and earning a customer success certification strengthens candidacy for those early roles.
Where can I find and apply to customer success director jobs in New York?
You can find and apply to customer success director jobs in New York on Migrate Mate, which lists current openings across the state. Find roles that fit your experience and apply directly to the ones that match.
See All 205+ Customer Success Director Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Jobs