Veritus is an AI communications platform for financial services, focusing on compliant conversations across various channels. They are seeking a Founding Customer Success Manager to handle enterprise relationships, guide AI deployment strategies, and ensure client satisfaction while driving upsells and contract conversions.
Responsibilities:
- Zero churn across our client book. No logo lost, no quiet downgrades
- Work with large enterprise accounts to go from pilot to annual contracts and from one use case to many
- Stand up the Veritus CS operating system in your first 90 days: Pylon live, account health scoring in place, QBR cadence running, playbooks documented for the top 3 customer workflows
- Automate 80% of routine CS touchpoints (status updates, health reports, recurring check-ins) using AI. Measured in hours back per CSM-equivalent per week
- Build an early-warning system that flags at-risk accounts
- Close named expansion deals within the existing book in the first 6 months
- Quarterly account plans for all clients that the FDE team, sales, and leadership all align on