Headquartered in Los Altos, CA. Backed by SAIGroup.
Learn more about JazzX AI:
Website: https://jazzx.ai
LinkedIn: https://www.linkedin.com/company/jazzx-ai
Learn more about SAIGroup:
Website: https://saigroup.ai
We are seeking a highly motivated Success Director to lead success from pre-sales to post-sales delivery lifecycle of clients for our cutting-edge AGI platform. This individual will be responsible for ensuring customer success throughout the client journey—from shaping solutions before sale to driving adoption, satisfaction, and long-term value post-sale.
The ideal candidate has a proven track record of managing customer success and solution engagement for enterprise SaaS platforms, excelling in consultative environments where success is measured not just in deal closure but in customer outcomes, retention, and expansion.
- Act as a trusted advisor to clients throughout the pre-sales process, supporting solution design, proof-of-concept, and value articulation.
- Own the customer relationship post-sale to ensure successful onboarding, adoption, and business value realization.
- Develop and execute customer success plans for enterprise accounts, aligning our AGI platform to customer goals and KPIs.
- Partner with Sales, Product, and Engineering to ensure a seamless handoff and continuous alignment with evolving client needs.
- Drive account expansion opportunities by identifying upsell and cross-sell possibilities, working in collaboration with Sales.
- Monitor customer health, engagement, and satisfaction metrics; take proactive measures to mitigate churn risks.
- Represent the voice of the customer internally, influencing product roadmap and service improvements.
- Lead executive-level business reviews with C-suite stakeholders to reinforce strategic value and partnership outcomes.
- Contribute thought leadership and represent the company at industry events, conferences, and client forums.
- Ability to imagine and articulate impact of AI on value chains, business models, organization structures and companies’ ability to competitively differentiate.
- Proven track record in Customer Success, Account Management, Complex Program Management or Solutions Consulting for enterprise SaaS platforms.
- Experience managing executive-level relationships with large enterprise clients, preferably in financial services industries.
- Deep knowledge of customer success methodologies, adoption frameworks, and customer health metrics.
- Strong Program Management skills including program planning, stakeholder management, technical delivery management, financial management, value tracking and risk management
- Ability to translate complex AI/technology capabilities into business impact for clients.
- Excellent communication, presentation, and executive engagement skills.
- Entrepreneurial mindset: thrives in high-growth, fast-paced environments and has a bias toward action.
- Experience with AI/automation, fintech, or enterprise workflow solutions is highly desirable.
- Strong experience in Banking & Capital Markets, Private Equity, Investment Management are highly desirable
- Prior experience in a Tier 1 Consulting firm is highly desirable.
- Computer Science or related degree and an MBA are highly desirable
Any location.
Proximity to airport would be helpful as the person would spend significant time at client locations.
Why Join JazzX AI -
What draws people to JazzX AI is the opportunity to build something truly foundational.
We are at the beginning of a new era — one where enterprise systems will no longer be static tools, but dynamic collaborators that learn, reason, and evolve alongside the people who use them. At JazzX AI, you’ll help build a platform that redefines how work happens in the AGI era.
JazzX AI brings together vision, deep technology, and purpose. This is not about experimenting with AI features; it’s about turning the promise of AGI into practical, auditable, and human-aligned systems that enterprises can trust and rely on at scale. The work here directly impacts productivity, efficiency, and decision-making in complex, real-world environments.
If you’re motivated by building systems that matter — systems that combine intelligence with responsibility — JazzX AI offers the chance to do that work at a deeper level, with real ownership and lasting impact.
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