Job Description

At LeadSmart Technologies, Inc., we're redefining how traditional B2B companies engage with their customers by bringing together CRM, channel collaboration, and real-time business intelligence in one intuitive SaaS platform. Our customers—exclusively wholesale distributors and manufacturers—rely on us to help drive revenue growth, improve visibility, and align their teams around shared goals. 

We’re a fast-growing, early-stage company headquartered in Orange County, CA, and we’re passionate about solving real-world problems with practical, intelligent software. Our team is collaborative, execution-focused, and obsessed with delivering value. 

About the role…  

We’re looking for a Director of Client Success who’s ready to lead by example. In this player-coach role, you’ll be responsible for both day-to-day customer engagement and strategic oversight of our client success function. You’ll work closely with a small and growing but dedicated team, guiding customer onboarding, training, support, and ongoing success. 

This is a pivotal role for someone who loves working with customers, knows their way around CRM, Customer Intelligence and Sales Enablement platforms and wants to be a core part of scaling a company with big ambitions. 

What you will do…  

• Own the full post-sale customer experience—onboarding, implementation, adoption, training, support, and retention. 
• Lead, coach, and grow a small team of customer-facing professionals. 
• Personally engage with customers on high-touch implementations and support needs. 
• Help develop and refine scalable processes and playbooks for onboarding, support, and renewals. 
• Serve as a trusted advisor to customers—understanding their needs, solving problems, and advocating for them internally. 
• Collaborate closely with Sales, Product, and Engineering to ensure customer feedback drives roadmap priorities. 
• Use our own product/platform and related tools to manage customer data, support workflows, and reporting. 
• Work with AI tools and strategies to drive quality of service and efficiencies within the department and business.
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What we are looking for…  

• 5+ years in client success, customer success, or related roles in a SaaS or B2B technology environment. 
• Experience managing or mentoring a small team—bonus if you’ve helped build a team from scratch. 
• Strong familiarity with the Salesforce platform (CRM experience required; direct Salesforce experience strongly preferred). 
• Excellent communication skills and the ability to translate complex technical concepts into everyday language. 
• High attention to detail, with a strong bias toward action and customer empathy. 
• Comfortable juggling multiple projects while maintaining structure and follow-through. 
• A desire to help shape the future of an early-stage software company and grow alongside it. 
• Familiarity with customer support tools like Intercom and or Zendesk 
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Nice to have…  

• Experience working with wholesale distributors, manufacturers, or channel-driven B2B businesses. 
• Familiarity with customer support tools like Intercom and or Zendesk. 
• Experience in a startup or high-growth SaaS environment. 
• Exposure to revenue operations or customer lifecycle metrics. 
• Familiarity with EOS (Entrepreneurial Operating System) or experience working in an EOS-run organization. 
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What we offer…  

• Competitive compensation plan. 
• Flexible hybrid work setup (based in Orange County with partial remote flexibility) 
• Great health insurance benefits 
• Opportunity to shape a critical function at a growing company with real market traction 
• A team that values respect, integrity, clarity, humility, and meaningful wor

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