Vice President of Customer Success

About Bridgewise:

Bridgewise is revolutionizing the investment landscape by delivering AI-driven insights and analytics to empower investors across the globe. We provide cutting-edge, explainable AI that democratizes access to sophisticated financial analysis—enabling smarter decisions across markets.

Role Overview:

Bridgewise is seeking an experienced, strategic, and customer-obsessed VP of Customer Success Management to lead our global customer success and professional services efforts. In this executive role, you will drive end-to-end client engagement—owning post-sale onboarding, implementation, integration, ongoing support, and renewal. You’ll play a crucial role in partnering with large global financial institutions to deploy Bridgewise’s solutions seamlessly into their workflows and systems.

Key Responsibilities:

• Customer Success Strategy: Define and implement a scalable global customer success model to support Bridgewise’s fast-growing client base—including top-tier banks, brokerages, and financial institutions.

• Professional Services & Integration: Lead integration projects with large enterprise clients, including managing technical implementation teams, timelines, and cross-functional coordination. Serve as the senior point of escalation for integration with enterprise IT and data environments.

• Enterprise Relationship Management: Build deep, trusted relationships with senior stakeholders at global banks and financial institutions, ensuring customer satisfaction, account retention, and expansion.

• Customer Journey Ownership: Oversee the full customer lifecycle, from onboarding and enablement through to adoption, success, renewal, and upsell.

• Team Leadership: Grow, mentor, and lead a world-class customer success, professional services, and support organization.

• Feedback Loop: Partner with Product and Engineering teams to channel enterprise customer feedback into product roadmaps and service improvements.

• Performance & Reporting: Establish KPIs and OKRs for customer satisfaction, NRR, onboarding timelines, integration success, and service SLAs. Present regular performance updates to executive leadership.

Requirements:

• 8+ years of experience in Customer Success, Professional Services, or Post-Sales leadership roles—preferably in B2B SaaS, fintech, or enterprise software.

• Proven track record managing complex deployments and integrations with large global financial institutions.

• Deep understanding of enterprise client needs, procurement processes, and data integration best practices in the financial services sector.

• Experience managing multidisciplinary teams including CSMs, solution engineers, and integration managers.

• Strong project management skills; PMP or similar certification is a plus.

• Exceptional communication, negotiation, and relationship-building skills.

• Fluent in English; proficiency in Hebrew or other languages is a plus.

• Bachelor’s degree in Business, Finance, Computer Science, or related field; MBA or equivalent advanced degree preferred.

Why Join Bridgewise?

• Cutting-edge Technology: Be at the forefront of financial AI innovation with a company that’s changing how global investors make decisions.

• Enterprise Impact: Lead high-visibility engagements with some of the world’s largest banks and financial institutions.

• Leadership Role: Join the executive team of a fast-scaling startup with global ambition and strong backing.

• Mission-Driven Culture: Help shape a future where high-quality investment insights are accessible to all.