Customer Success Lead

Customer Success Lead

03 Aug
|
Astraeus
|
Success

03 Aug

Astraeus

Success

At Astraeus, Customer Success owns what happens after the deal closes. You will own adoption, relationship quality, retention, and expansion for our earliest customers. This is the first dedicated customer success role at Astraeus.

The job has two parts: own important customer accounts directly, and help define how customer success operates as the company scales. This is not a support role, and it is not passive account management. You are here to make customers successful in practice: driving adoption post deployment, driving usage, managing stakeholders, spotting risk early, and turning early wins into durable accounts.

You should want both sides of the role: being in the details with customers day to day, and building the operating model behind the function. That includes shaping account cadence, success metrics, renewal process, escalation paths, and the early playbooks that will define how Astraeus runs post-sales. You will help establish the standard for how Astraeus manages customers post-launch: not just to retain them, but to deepen value, expand relationships, and turn early accounts into long-term references and revenue-driving partnerships.

What You’ll Do Own the post-sales relationship for key accounts from rollout through ongoing adoption, retention, and expansion

Drive customer engagement and usage by keeping priorities clear, momentum high, and stakeholders aligned

Run regular customer check-ins, working sessions, and executive reviews

Identify account risk early and coordinate internal action before issues become renewal or relationship problems

Work closely with Forward Deployed Engineers, product, and leadership to ensure customer needs are addressed

Translate customer feedback into clear internal priorities without becoming a passive go-between

Help shape renewals and expansion opportunities by staying close to customer goals, usage, and value delivered

Build the initial customer success practice, including account plans, review cadences, success metrics, escalation patterns, and lightweight playbooks

Serve as the internal owner of customer health, making sure Astraeus stays ahead of risk, aligned on account priorities, and disciplined about value delivery What We’re Looking For 4–8 years in customer success, account management, implementations, solutions, or a similar client-facing role in a demanding environment

Strong ownership and follow-through

Excellent judgment with senior stakeholders and demanding customers

Comfort operating in ambiguity and helping define a function from scratch

Ability to coordinate across product, engineering, and leadership without losing the customer thread

Strong commercial instincts around retention, expansion, and referenceability

Enough technical fluency to work effectively with technical teams and understand what has actually been deployed for the customer

Experience in financial services, wealth management, or another regulated environment is a plus

Strong communication skills, including the ability to run both executive-level conversations and detail-oriented working sessions Strong signals You have owned key customer relationships where retention and growth depended on your judgment

You are good at preventing drift and do not let issues compound quietly

You can run an executive conversation, a working session, and an internal escalation with equal credibility

You know how to push for customer outcomes without overpromising or creating internal chaos

You have built lightweight process where none existed before

You like being both an operator and a builder

You are trusted to represent the customer internally without losing sight of company priorities or commercial reality You might be a fit if you Want to own relationships after the sale, not just get the deal signed

Care about adoption and customer outcomes, not just account coverage

Like being close to customers but also like making the internal machine work

Want a role that mixes relationship management, execution, and commercial judgment

Thrive in fast-moving environments where the playbook is still being written Why Astraeus You will define the first real customer success motion at the company

You will work directly with important early customers

You will have visible impact on retention, expansion, and customer quality

You will operate at the intersection of customers, product, engineering, and leadership

You will have real autonomy and real accountability

You will help define what excellent post-sales execution looks like inside an AI-native company Introduce Yourself If your expertise aligns with Astraeus but doesn't map to a current open role, we want to hear from you. ‍We're particularly interested in domain experts in wealth management operations, compliance architecture, data engineering, agentic systems, and enterprise sales to RIAs and private equity firms. ‍Tell us what you've built, what you understand about the problem we're solving, and how you'd contribute. We review every submission personally. Name* Email* LinkedIn or Portfolio Message* Submit Application Your application has been received.

If there's potential alignment,



someone from our team will reach out within a few business days to discuss next steps. ‍We review every submission carefully. If we don't reach out immediately, it means we're assessing fit or timing - not lack of interest in your background. Oops!

Something went wrong while submitting the form.

Customer Success Lead At

Astraeus, Customer Success owns what happens after the deal closes. You will own adoption, relationship quality, retention, and expansion for our earliest customers. This is the first dedicated customer success role at Astraeus.

The job has two parts: own important customer accounts directly, and help define how customer success operates as the company scales. This is not a support role, and it is not passive account management. You are here to make customers successful in practice: driving adoption post deployment, driving usage, managing stakeholders, spotting risk early, and turning early wins into durable accounts.

You should want both sides of the role: being in the details with customers day to day, and building the operating model behind the function. That includes shaping account cadence, success metrics, renewal process, escalation paths, and the early playbooks that will define how Astraeus runs post-sales. You will help establish the standard for how Astraeus manages customers post-launch: not just to retain them, but to deepen value, expand relationships, and turn early accounts into long-term references and revenue-driving partnerships.

What You’ll Do Own the post-sales relationship for key accounts from rollout through ongoing adoption, retention, and expansion

Drive customer engagement and usage by keeping priorities clear, momentum high, and stakeholders aligned

Run regular customer check-ins, working sessions, and executive reviews

Identify account risk early and coordinate internal action before issues become renewal or relationship problems

Work closely with Forward Deployed Engineers, product, and leadership to ensure customer needs are addressed

Translate customer feedback into clear internal priorities without becoming a passive go-between

Help shape renewals and expansion opportunities by staying close to customer goals, usage, and value delivered

Build the initial customer success practice, including account plans, review cadences, success metrics, escalation patterns, and lightweight playbooks

Serve as the internal owner of customer health, making sure Astraeus stays ahead of risk, aligned on account priorities, and disciplined about value delivery What We’re Looking For 4–8 years in customer success, account management, implementations, solutions, or a similar client-facing role in a demanding environment

Strong ownership and follow-through

Excellent judgment with senior stakeholders and demanding customers

Comfort operating in ambiguity and helping define a function from scratch

Ability to coordinate across product, engineering, and leadership without losing the customer thread

Strong commercial instincts around retention, expansion, and referenceability

Enough technical fluency to work effectively with technical teams and understand what has actually been deployed for the customer

Experience in financial services, wealth management, or another regulated environment is a plus

Strong communication skills, including the ability to run both executive-level conversations and detail-oriented working sessions Strong signals You have owned important customer relationships where retention and growth depended on your judgment

You are good at preventing drift and do not let issues compound quietly

You can run an executive conversation, a working session, and an internal escalation with equal credibility

You know how to push for customer outcomes without overpromising or creating internal chaos

You have built lightweight process where none existed before

You like being both an operator and a builder

You are trusted to represent the customer internally without losing sight of company priorities or commercial reality You might be a fit if you Want to own relationships after the sale, not just get the deal signed

Care about adoption and customer outcomes, not just account coverage

Like being close to customers but also like making the internal machine work

Want a role that mixes relationship management, execution, and commercial judgment

Thrive in fast-moving environments where the playbook is still being written Why Astraeus You will define the first real customer success motion at the company

You will work directly with important early customers

You will have visible impact on retention, expansion, and customer quality

You will operate at the intersection of customers, product, engineering, and leadership

You will have real autonomy and real accountability





You will help define what excellent post-sales execution looks like inside an AI-native company Introduce Yourself If your expertise aligns with Astraeus but doesn't map to a current open role, we want to hear from you. ‍We're particularly interested in domain experts in wealth management operations, compliance architecture, data engineering, agentic systems, and enterprise sales to RIAs and private equity firms. ‍Tell us what you've built, what you understand about the problem we're solving, and how you'd contribute. We review every submission personally. Name* Email* LinkedIn or Portfolio Message* Submit Application Your application has been received.

If there's potential alignment, someone from our team will reach out within a few business days to discuss next steps. ‍We review every submission carefully. If we don't reach out immediately, it means we're assessing fit or timing - not lack of interest in your background. Oops!

Something went wrong while submitting the form. This is not a support role, and it is not passive account management. You are here to make customers successful in practice: driving adoption post deployment, driving usage, managing stakeholders, spotting risk early, and turning early wins into durable accounts.

You should want both sides of the role: being in the details with customers day to day, and building the operating model behind the function. That includes shaping account cadence, success metrics, renewal process, escalation paths, and the early playbooks that will define how Astraeus runs post-sales. You will help establish the standard for how Astraeus manages customers post-launch: not just to retain them, but to deepen value, expand relationships, and turn early accounts into long-term references and revenue-driving partnerships.

What You’ll Do Own the post-sales relationship for key accounts from rollout through ongoing adoption, retention, and expansion

Drive customer engagement and usage by keeping priorities clear, momentum high, and stakeholders aligned

Run regular customer check-ins, working sessions, and executive reviews

Identify account risk early and coordinate internal action before issues become renewal or relationship problems

Work closely with Forward Deployed Engineers, product, and leadership to ensure customer needs are addressed

Translate customer feedback into clear internal priorities without becoming a passive go-between

Help shape renewals and expansion opportunities by staying close to customer goals, usage, and value delivered

Build the initial customer success practice, including account plans, review cadences, success metrics, escalation patterns, and lightweight playbooks

Serve as the internal owner of customer health, making sure Astraeus stays ahead of risk, aligned on account priorities, and disciplined about value delivery What We’re Looking For 4–8 years in customer success, account management, implementations, solutions, or a similar client-facing role in a demanding environment

Robust ownership and follow-through

Excellent judgment with senior stakeholders and demanding customers

Comfort operating in ambiguity and helping define a function from scratch

Ability to coordinate across product, engineering, and leadership without losing the customer thread

Strong commercial instincts around retention, expansion, and referenceability

Enough technical fluency to work effectively with technical teams and understand what has actually been deployed for the customer

Experience in financial services, wealth management, or another regulated environment is a plus

Strong communication skills, including the ability to run both executive-level conversations and detail-oriented working sessions Strong signals You have owned important customer relationships where retention and growth depended on your judgment

You are valuable at preventing drift and do not let issues compound quietly

You can run an executive conversation, a working session, and an internal escalation with equal credibility

You know how to push for customer outcomes without overpromising or creating internal chaos

You have built lightweight process where none existed before

You like being both an operator and a builder

You are trusted to represent the customer internally without losing sight of company priorities or commercial reality You might be a fit if you Want to own relationships after the sale, not just get the deal signed

Care about adoption and customer outcomes, not just account coverage

Like being close to customers but also like making the internal machine work

Want a role that mixes relationship management, execution, and commercial judgment

Thrive in fast-moving environments where the playbook is still being written Why Astraeus You will define the first real customer success motion at the company

You will work directly with important early customers

You will have visible impact on retention, expansion, and customer quality

You will operate at the intersection of customers, product, engineering, and leadership

You will have real autonomy and real accountability

You will help define what excellent post-sales execution looks like inside an AI-native company

📌 Customer Success Lead
🏢 Astraeus
📍 Success

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