Customer Success Lead, Obligo
$135-150k
+ Bonus + Stock options
Flexible security deposit alternative for renting
Be an early applicant
Flexible security deposit alternative for renting
21-100 employees
Be an early applicant
$135-150k
+ Bonus + Stock options
21-100 employees
Company mission
To build trust between property owners and renters through financial technology.
Role
Who you are
- 5+ years of experience in a client-facing role at a B2B SaaS company
- 4+ years of experience leading or managing customer-facing team members
- Experience owning customer relationships across onboarding, renewal, and expansion
- Experience working with complex SaaS platforms
- Prior experience in property technology (proptech) or property management is a strong plus
- Bachelor’s degree in business, marketing, engineering, or a related field preferred
- Strong relationship-building, communication, and organizational skills
- Ability to understand customer tech stacks and work comfortably with CRM and data tools
- Comfort working with data and building or modifying basic reports in HubSpot; Tableau or Sigma is a plus
- Willingness to experiment, learn, and operate in a fast-paced environment
What the job involves
- We are seeking an experienced Customer Success Lead to lead our Customer Success team and build successful partnerships with property management companies nationwide
- Reporting to the company’s VP Revenue & Operations, you will be responsible for executing our customer success strategy, making a meaningful impact on our customers’ businesses, and helping turn satisfied customers into long-term advocates of Obligo
- In this role, you will directly manage a portfolio of customer accounts while also leading and supporting the Customer Success team in a hands on, player-coach capacity
- As a people leader, you will set standards for pipeline reviews, call reviews, and account planning across the Customer Success team
- As a data-driven leader, you will define and track metrics and SLAs that pinpoint where and when customer interventions are necessary
- As the voice and champion of our customers, you will work cross-functionally with Product, R&D, Data, Sales, and Marketing to ensure Obligo delivers a world-class customer experience
- Own top-down responsibility for the success of key and enterprise accounts within assigned property management systems (PMS), including performance, relationships, retention, and growth
- Directly manage a portfolio of customer accounts while supporting team ownership of top accounts within their respective PMS responsibilities
- Own and oversee the onboarding process for accounts in assigned channels, including the primary channel and secondary channels as needed
- Partner closely with Sales by PMS to ensure smooth customer handoffs and ongoing alignment through weekly squad/pod meetings on pipeline, account status, and growth opportunities
- Monitor customer usage and health through dashboards and reporting to identify trends, risks, and adoption blockers, and drive solutions in collaboration with Product, R&D, and external partners
- Track product flavors and version rollouts within assigned channels to ensure customers are enabled on the appropriate configurations
- Lead and support a team of Customer Success Managers and adjacent roles, setting standards for account management, onboarding, and customer engagement
- Conduct regular pipeline reviews, account planning sessions, and call reviews to ensure consistency and quality across the team
- Act as the internal voice of the customer, sharing insights and feedback across Sales, Product, Marketing, Data, and R&D
- Contribute to customer success stories, case studies, and referrals
Our take
Moving into a property usually requires a security deposit, and whilst this will be returned upon move-out if a property has not been damaged, this money is soon spent once again on a new move-in deposit. This ultimately makes this chunk of money inaccessible to both the landlord and the renter, raising the question as to whether there is a better alternative to security deposits.
Obligo provides a flexible security deposit alternative for property renting, preventing renters from having to pay a security deposit up-front. Instead, the company provides a legal framework that only requires renters to pay when a damage charge has been submitted, with the company paying the landlord up-front whilst facilitating the renter to pay through interest-free instalments.
Landlords and renters already have choices for digital security deposit systems, but Obligo stands out by removing the necessity for up-front payments. The company has raised significant funding over the years, which supports expansion and the strengthening of partnerships.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
0% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Nov 2024
$17.5m
SERIES C
Nov 2021
$35m
SERIES B
Total funding: $73m
Company benefits
- Comprehensive health insurance that begins on day one with significant company contributions
- Bonus scheme & company stock options
- Generous PTO, Summer Fridays and work from anywhere policy
- Quarterly team kickoffs offsite, regular team dinners and outings
- 12 weeks of paid parental leave to take care of your new family
- Company laptop, remote office & cell phone bill reimbursement
- Commuter benefits
Company HQ
Midtown Manhattan, New York, NY
Leadership
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