Director of Customer Success

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PURPOSE:

The Predictive Index (PI) is an award-winning workforce assessment platform. 60 years of proven science, assessment software, and our curriculum of management workshops make PI the perfect option for any company looking to assess, predict, and better manage their people anywhere in the world. Over 6,000 clients use PI to define behavioral and cognitive job requirements, hire the best-fitting candidates, and keep them engaged. AT&T, DocuSign, the LA Clippers, Hugo Boss, and Subway are just a few of our notable clients.

Our team takes great pride in the power that PI has to positively impact and supercharge workplace relationships and culture - we are our own best case study. You’ll be part of a mission that inspires you, and you’ll be surrounded by fun, smart, motivated people day in and day out. Our company motto is “better work, better world,” and we take that to heart most of all when it comes to our own people.

POSITION:

We are seeking an energetic, metrics driven Director of Customer Success who has proven experience building quota-crashing customer success or sales teams. Ideal candidates will have top-performing experience as sales representatives or customer success managers before they became a manager or director and how how to drive a B2B customer success team, develop CS processes and playbooks, recruit, coach, develop and motivate top performers.

At The Predictive Index, we embrace a fun hard-working, and action-oriented workplace culture while keeping our employees; careers and lives outside of work top-of-mind. If you function best in a client-focused, fast-paced environment where you’re expected to think outside of the box and take action, you may be a good fit.

KEY RESPONSIBILITIES:

  • Continuously recruit, led, coach, and train a high-performing team of Customer Success Managers
  • Create, own, implement, and continuously improve the PI Customer Success Management Playbook with strategies and processes to increase customer retention, accelerate client growth and maximize efficiencies. This includes:
    • Onboarding and adoption, customer success management, renewals, cross-sell / upsells, customer advocacy
    • Operational metrics/KPIs
    • Customer lifecycle success plans, targets and objectives
  • Empower the CS team to be the voice of the customer and become a subject matter expert
  • Partner with the Sales team to achieve smooth transitions between new client acquisitions and customer success initiatives
  • Partner with the Marketing team to develop successful education, retention and upsell campaigns for clients.
  • Standardize roadmap and success plan for Client Engagement and Health
  • Develop PI HQ as a center of excellence and develop repeatable best practices to share Network wide when it comes to servicing clients
  • Develop and manage multiple customer service models aligned with PI’s accelerated growth
  • Grow company culture of Customer Success
  • Manage key/strategic clients


DESIRED EXPERIENCE:

  • 3+ years of leading, growing and crushing quota with successful B2B Customer Customer Success or Sales teams
  • 5+ years of experience managing and upselling your own book of business and meeting/beating quota for 4+ consecutive quarters for B2B SaaS, consulting, recruiting.staffing or similar company
  • Proven track record of recruiting and managing top-performing customer success managers or sales teams in a fast-growing company.
  • Ability to demonstrate strategies and tactics used to retain customers, upsells products
  • Ability to demonstrate strategies and tactics to successfully develop customer success talent, customer success training programs, processes and playbooks to support high performing teams
  • Hands on experience on Salesforce
  • Bachelor’s degree

Those who excel at The Predictive Index are:

  • Cross-functional – at PI, we work as a team!
  • Smart – learn our systems and our industry quickly.
  • Energetic – we have a vibrant office, and when you’re on, you’re on
  • Driven – we are growing so you MUST be willing to roll up your sleeves.
  • Fun – because we work hard, we like to play hard - we hope you do too!

This position is based in our newly renovated office in Westwood, MA.

The Predictive Index is an Equal Opportunity Employer.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • JavascriptLanguages
    • TypeScriptLanguages
    • Node.jsFrameworks
    • .NET CoreFrameworks
    • CosmosDBDatabases
    • SQL AzureDatabases
    • PardotAnalytics
    • DoceboAnalytics
    • DomoAnalytics
    • AsanaManagement
    • JIRAManagement
    • DomoManagement
    • WordpressCMS
    • SalesforceCRM
    • Salesforce PardotCRM
    • SalesloftCRM

Location

Headquartered in Westwood MA, conveniently located close to amazing restaurants, a shopping center and just minutes away from the 128 Train station for our commuters. We continue to grow locally and across the US as we embrace remote-friendly work.

An Insider's view of The Predictive Index

How would you describe the company’s work-life balance?

I think The Predictive Index really puts its people first. My manager has been really supportive of my needs in and out of the office. I think having a manager that cares about me as a whole person makes me feel more fulfilled and energized to come to work.

Caraline

Product Release Program Specialist

What does your typical day look like?

I'd say a good "typical" day is spent either in scrum meetings, mentoring, coding, doing system design, incident response, writing technical stories, interviewing as we are hiring and growing fast, technical documentation and other team meetings.

Pankaj

Sr.Software Engineer

How does the company support your career growth?

PI and my team have done a lot to map out a career path from having monthly discussions to filling out a personal development chart. This has allowed me to clearly see a future as well as understand what it is going to take to achieve my goals, and I know PI will help me get there.

John

Account Executive

What is your vision for the company?

The Predictive Index is in the business of connecting business strategy with business results through people. As a product leader, my vision is to bring our products to the world with accessible, easy-to-get-started offerings, regardless of where you're starting. Anyone can build their self awareness and drive meaningful change.

Alisa

Senior Vice President, Product

How do you collaborate with other teams in the company?

Collaboration at PI is one of my favorite parts of my job! My role in product allows me to collaborate with incredibly smart and talented coworkers across the business and turn ideas into reality. In addition, there are always projects and initiatives to get involved with that allow you the opportunity to build relationships and learn something

Megan

Manager, Product Management

What are The Predictive Index Perks + Benefits

The Predictive Index Benefits Overview

At Predictive Index we’re focused on investing in the well-being of our employees and delivering an exceptional employee experience. We offer a variety of benefits and perks, including two incredible options for healthcare that are over 85% employer paid, one with an option for a Health Savings Account that PI makes a gift contribution to, and one with an 80% Health Reimbursement Arrangement on deductible expenses! All employees also benefit from employer-paid life insurance and disability insurance, have the access to dental and vision insurance, and have plenty of time to rest, recharge, and find balance with unlimited PTO. 401K with employer match in there too.
In addition, we are a remote-first company. Employees have the choice of 3 work options:
Field: 100% remote, with $1,000 one-time stipend*
Flow: 1-2 days per-week in the office, with $500 stipend*
Studio: 3+ days per week in the office, an assigned desk to call home, and access to perks of being in the office - free food, snacks, beverages, etc.
* there are no stipulations on how the stipend is spent.
Additional perks include tuition reimbursement, commuter expenses, paid parental leave. We host a weekly on-site lunch and happy hour for employees.
We’re all about making your time spent at work as enjoyable as possible and giving the flexibility for work and life to easily coexist.

Culture
Volunteer in local community
Partners with nonprofits
We partner with organizations around Boston like Fathers Uplift, as well as Friends of the Blue Hills, Westwood Food Pantry, Needham Community Council, the Greater Boston Food Bank, and Toys for Tots.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Flexible work environment includes: *Field (100% remote) *Flow (1-2 days in office) *Studio (3+ days in the office per week) (Virtually connected with PIoneers working remotely in 24 states)
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Wellness days
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Fitness stipend
Home-office stipend for remote employees
Meditation space
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Customized development tracks
Paid industry certifications

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