Director / Senior Director – Customer Success Who are we? IDfy is Asia's leading TrustStack, trusted by the best. With global expertise and enterprise-grade tech, we're solving trust challenges, making compliance easy, fraud detection smarter, and onboarding seamless. IDfy builds mission-critical SaaS products that power identity verification, background screening, and fraud prevention for the world's most trusted companies. With over 300 million verified profiles, IDfy has 1,300+ clients globally. IDfy's three platforms—OnboardIQ, OneRisk, and Privy—come together to form one seamless solution enabling trust. We are seeking a high-impact Director / Senior Director – Customer Success to lead and scale our entire Customer Success organization across India. In this executive leadership role, you will hold overall P&L; and net retention responsibility for IDfy’s largest account portfolios, build and mentor a multi-tiered CS organization, drive C-suite relationships across top enterprise clients, and serve as the strategic voice of the customer at the executive board level. Here's what your day would look like...
• Heading the Customer Success Function: Setting the strategic vision, operating rhythm, account governance, and execution standards for the Customer Success function.
• Driving Portfolio P&L; & Revenue Retention: Owning top-line organic growth targets, overall Net Revenue Retention (NRR), gross retention, and expanding account footprints through executive-level upsell and cross-sell strategies.
• Orchestrating Executive QBRs & Boardroom Engagement:
Leading strategic Quarterly Business Reviews (QBRs) and executive outcome discussions with client C-suite stakeholders—presenting macro-level ROI, industry trends, and multi-year transformation roadmaps.
• C-Suite Relationship Building: Building trusted, consultative 1:1 partnerships with CXOs, IT/Ops heads, and leaders across enterprise clients, and strategic partners.
• Account Governance & Risk Mitigation: Establishing enterprise-grade account health frameworks to proactively anticipate portfolio risks, eliminate systemic delivery friction, and prevent revenue churn.
• Team Leadership, Scale & Mentorship: Building, leading, and mentoring a high-performing CS leadership team—setting clear performance outcomes, driving operational excellence, and fostering a culture of ownership and accountability.
• Championing Industry Best Practices: Institutionalizing customer-centric playbooks, value-realization frameworks, and customer education initiatives across the entire CS organization.
• Executive Advocacy & Internal Influence: Serving as the ultimate voice of the customer at IDfy's leadership table—influencing product roadmaps, engineering priorities, and go-to-market strategies to align with evolving enterprise demands.
We are the perfect match if you...
• Have 15+ years of progressive experience in Customer Success, Account Management, or Client Engagement leadership—with proven experience heading large Customer Success or Client Delivery functions.
• Possess robust commercial and financial acumen with overall accountability for driving multi-million dollar organic revenue expansion, gross margin health, and high retention rates.
• Have a track record of leading, structuring, and scaling multi-tiered Customer Success organizations through hyper-growth stages.
• Demonstrate executive-level business communication and C-suite presence—capable of leading strategic boardroom discussions, negotiating enterprise commitments, and presenting data-backed growth recommendations.
• Are experienced in running high-stakes Executive Business Reviews (QBRs/EBRs), aligning platform capabilities with client CXO agendas, and structuring long-term strategic partnerships.
• Are an executive self-starter with an entrepreneurial mindset, capable of taking end-to-end ownership of organizational processes, culture, and business outcomes.
• Possess the ability to structure and drive complex, multi-stakeholder enterprise programs by setting clear milestones, tracking execution rigor, and ensuring clients achieve their strategic business goals.
• Move organizational priorities forward through credibility, clarity, and cross-functional collaboration across Product, Engineering, Sales, and Executive Leadership.
📌 Senior Director (Mumbai)
🏢 IDfy
📍 Mumbai