Vice President, Client Success

Learn Lux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused anced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We’re building Learn Lux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.

We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.

As Vice President of Client Success, you will lead and scale Learn Lux’s Client Success function, owning the full post-sale customer lifecycle and ensuring our partners achieve measurable, meaningful outcomes from our platform. This is a highly visible leadership role with direct responsibility for retention, expansion, customer satisfaction, and long-term customer value.

You’ll build, manage, and mentor a team of Client Success Managers, setting the vision, structure, and operating rhythm for how we engage with customers as we continue to grow. You’ll partner closely with Sales, Product, Marketing, and Finance to align on customer strategy, feedback loops, and revenue goals, and will play a critical role in shaping how Learn Lux delivers value to employers and their employees at scale.

This role is remote within the U.S., with a preference for candidates located near NYC for occasional leadership team meetings. This role reports to the CEO and Co-founder.

• Own the end-to-end Client Success strategy, including onboarding, adoption, engagement, renewal, and expansion.
• Build, lead, and develop a high-performing team of Client Success Managers, including hiring, coaching, performance management, and career development.
• Establish clear goals, KPIs, and operating metrics for Customer Success, with a strong focus on retention, customer health, and long-term account growth.
• Serve as a senior, strategic partner to key customers, acting as an executive sponsor and trusted advisor for priority accounts.
• Design and continuously improve CS processes, playbooks, and workflows to support a growing and increasingly diverse customer base.
• Partner cross-functionally with Sales on renewals and expansions, with Product on customer feedback and roadmap input, and with Marketing on customer storytelling and advocacy.
• Build scalable systems for gathering, synthesizing, and operationalizing customer insights to inform product and business decisions.
• Represent the voice of the customer internally, ensuring customer needs, challenges, and opportunities are reflected in company priorities.

• 10+ years of experience in Customer Success, Account Management, or a related customer-facing leadership role, ideally in a high-growth B2B SaaS environment.
• Proven experience building and leading Customer Success teams, including managing managers and scaling CS operations.
• A strong track record of driving retention, customer satisfaction, and expansion revenue.
• Experience owning executive-level customer relationships and navigating complex stakeholder environments.
• Strategic mindset with the ability to balance big-picture planning with hands-on execution.
• Excellent communication and interpersonal skills, with the ability to influence across functions and at the executive level.
• Comfort operating in ambiguous, fast-moving environments and building structure where it doesn’t yet exist.

• Have experience in HR tech, fintech, benefits, or financial wellness.
• Have worked…