As the Vice President of Revenue Execution, you will be a key executive leader responsible for ensuring exceptional client experiences post-sale and executing core client marketing strategies and campaigns, while driving the ideation, development, financial oversight, and launch of new products and solutions that align with client needs and market demands. This multi-role position bridges client advocacy with product innovation, financial acumen, and customer experience.  Reporting directly to the CEO, you will lead cross-functional teams to manage and ensure execution across teams of the revenue forecast, maximize customer and client retention, expansion, and lifetime value (CLV) while influencing the product roadmap to incorporate client feedback, reducing churn and accelerating revenue growth. Success in this role will directly impact our ability to scale sustainably and deliver customer-centric innovation.  This role combines the strategic oversight of client success operations with hands-on leadership in product development and management of the financial forecast, making it ideal for a seasoned executive with a passion for customer outcomes and product evolution. You will foster a customer-first culture across the organization, collaborating with sales, marketing, operations and finance teams to turn client insights into actionable product enhancements and new offerings.

Responsibilities:

Client Success Leadership:

• Develop and execute a comprehensive client success strategy that drives adoption, satisfaction, and loyalty across all client segments (e.g., Affinity partners, Banks, Credit Unions and Retail), including onboarding, engagement, renewals, and expansion initiatives.
• Lead a high-performing team of Client Success Managers (CSMs) and support staff, including hiring, mentoring, performance management, and professional development to ensure scalable operations.
• Monitor client health metrics (e.g., Net Promoter Score (NPS), Customer Satisfaction (CSAT), churn rates, product adoption) to mitigate risks and identify upsell opportunities.
• Act as the executive sponsor for key client relationships, managing escalations, C-level interactions, and advocacy programs to build long-term partnerships and generate testimonials, case studies, and references.
• Collaborate with sales and marketing to ensure seamless handoffs from sales to success teams, aligning on client expectations and value realization from day one.
• Drive revenue outcomes by influencing renewals, expansions, and cross-sells, 
• Champion a client-centric culture organization-wide by serving as the "voice of the client" in executive meetings, feeding insights into business strategy and operational improvements.

New Product Development Leadership:

• Define and lead the product innovation strategy, including market research, ideation, and roadmap planning for new features and products that address client pain points and emerging trends.
• Partner closely with sales, marketing and operations teams to translate client feedback and usage data into prioritized development initiatives, ensuring new products enhance client value and competitive differentiation.
• Oversee the end-to-end new product development process, from concept validation and prototyping to beta testing with clients, launch, and post-launch iteration, while managing timelines, budgets, and cross-functional alignment.
• Conduct competitive analysis and client interviews to identify opportunities for innovation, such as AI integrations or expanded service offerings, and integrate these into the company's 3-5 year product vision.
• Measure product success through KPIs like time-to-value, adoption rates, and ROI for clients, using data to refine future developments and reduce development cycle times.
• Foster collaboration between client success, sales, marketing and product teams to create feedback loops, ensuring new products are client-validated and contribute to retention and growth.
• Lead product-related client pilots and co-development projects to accelerate innovation while maintaining high client satisfaction.

Cross-Functional and Strategic Duties:

• Report on key metrics and outcomes to the executive team, providing data-driven insights and recommendations to inform company-wide decisions.
• Manage the monthly revenue forecast process ensuring the correct level of oversight and communication to Executive Leadership.
• In collaboration with the respective teams, develop strategies to ensure we hit the revenue forecast and plans.
• Optimize processes and tools to scale operations efficiently as the company grows.
• Represent the company at industry events, client conferences, and thought leadership opportunities to build brand authority in client success and product innovation.
• Ensure compliance with data privacy, marketing and relevant banking/insurance regulations in all client interactions and product developments.

• 10+ years in client/customer success, product management, or related field, with 5-7 years in senior leadership roles. Proven track record in scaling teams to performance, driving retention/expansion of clients and launching successful new products. Experience in both client-facing roles and product development is essential
• Bachelor’s degree in business, marketing or related field; MBA or advanced degree preferred. Certificates in Customer Success or Product Management are a plus.
• Strategic mindset with strong analytical abilities to leverage data for decision-making and forecasting.
• Exceptional leadership and people management skills, with experience building and motivating diverse teams.
• High emotional intelligence (EQ), empathy, and communication skills for C-level client interactions and internal influence.
• Deep knowledge of business models and product lifecycle management.
• Proficiency in tools like Salesforce, Asana, or similar for client management and product tracking.
• Business development acumen, including experience in revenue growth, churn reduction, and innovation roadmapping.
• Ability to thrive in a fast-paced, ambiguous environment with a passion for customer outcomes and product excellence.
• Customer-obsessed, innovative, collaborative, and results-oriented. 
• Willingness to travel up to 20-30% for client meetings and team offsites.