---
title: 'Head of Customer Success at Chargezoom'
canonical: 'https://feeny.ai/job/head-of-customer-success-chargezoom-salt-lake-city-800c92ry9z5s'
type: 'job'
last_seen: '2026-09-16'
---

# Head of Customer Success at Chargezoom

- **Company:** Chargezoom
- **Location:** Salt Lake City, UT
- **Compensation:** $100k–$125k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-06-12
- **Last confirmed live:** 2026-09-16
- **Apply:** https://jobs.lever.co/chargezoom/32f52ac8-a7cd-4b38-b8cd-916b531bd7c4

## Job description

At Chargezoom, we are revolutionizing the way businesses manage payments and billing, making financial processes seamless and efficient. Our platform bridges the gap between billing and accounting with innovative solutions that save time, reduce errors, and enhance our customers' financial operations. As we continue to grow and expand our reach, we are looking for a dynamic Head of Customer Success to lead our customer success team and ensure our clients achieve their desired outcomes using our services. This is 100% in-office role based in our Holladay, UT headquarters.

## Role Overview

The Head of Customer Success will play a critical role in driving customer satisfaction and loyalty, ensuring our clients receive outstanding support and derive maximum value from our solutions. This leadership position requires a strategic thinker with a passion for service excellence, a deep understanding of customer success principles, and the ability to inspire and lead a high-performing team.

## Key Responsibilities

- Develop and implement a comprehensive customer success strategy that enhances customer satisfaction, encourages growth, and reduces churn.
- Lead, mentor, and scale the customer success team to ensure they have the skills, tools, and resources to succeed.
- Establish clear customer success metrics and KPIs to measure performance and identify areas for improvement.
- Work closely with the sales, marketing, and product development teams to ensure a cohesive customer journey and the delivery of consistent value.
- Manage key customer relationships and participate in strategic meetings with our top clients.
- Provide insights to the product team based on customer feedback to help guide product development and enhancements.
- Develop and manage customer success resources, such as onboarding guides, knowledge bases, and training programs.
- Forecast and report on customer success metrics, presenting insights and recommendations to senior leadership.

## Qualifications

- Bachelor's degree in Business, Communication, or a related field is a plus.
- Minimum of 5 years of experience in a customer success leadership role, preferably in the SaaS or fintech industries.
- Proven track record of leading customer success teams to achieve and exceed their goals.
- Strong analytical skills with the ability to translate data into actionable insights.
- Exceptional interpersonal and communication skills, with the ability to build relationships with key stakeholders.
- Experience with customer success software including ChurnZero and FreshDesk/FreshChat
- Passionate about technology and its potential to solve real-world problems.

We offer ownership in the company through an ESOP program that is in the top 5% of all startups We pay 100% of medical and dental insurance for you and your entire family 12 days of PTO in the first year, 19 days in year 2

## About Chargezoom

## Company Overview
- **One-liner**: Chargezoom is an AI-native accounts receivable (AR) platform that automates invoicing, payments, collections, and reconciliation for businesses by embedding directly into leading accounting and ERP systems.
- **Entity Type**: Private (Series A, $22M total funding)
- **Headquarters**: Salt Lake City, Utah, United States (offices also in Santa Ana and Irvine, CA)
- **Founded**: 2020
- **Founders**: Matt Dubois (CEO)

## Core Business
- **Primary Industry**: Fintech / B2B payments and accounting automation
- **Target Customers**: B2B businesses, finance teams, and main-street enterprises that use QuickBooks, NetSuite, FreshBooks, or similar accounting software
- **Mission Statement**: To become a leader in the fintech industry through extraordinary innovation and an unwavering focus on customers’ success – helping clients and employees succeed together.

## Products & Services
- **Chargezoom AR Platform (AI-native)**: Autonomous invoicing, online payments, automated collections, and reconciliation. Reduces manual accounting tasks by up to 50% and eliminates up to 40% of payment processing fees through AI-enriched transaction data.
- **Invoicing**: Create and send professional invoices in seconds with automated follow-ups.
- **Recurring Billing**: Manage subscriptions and regular payments without repetitive work.
- **Payments**: Accept credit cards, ACH, and e-checks with flexible options.
- **Integrations**: Seamless sync with QuickBooks, NetSuite, FreshBooks, and other accounting tools.
- **Customer Portal**: Self-service portal for clients to view invoices, pay balances, and manage accounts.
- **Credit Card Vault**: Secure, PCI-compliant storage of customer payment details.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Annual Revenue of $1.2M (fiscal year end 12/31); Total Funding of $22M
- **Notable Investors**: Panoramic Ventures (led Seed round), Okapi Venture Capital (led Pre-Seed), plus multiple other investors across 6 rounds
- **Growth Signals**: 20 employees as of latest data; offices in three California/Utah locations; expanding sales, product, and customer success teams; recently hiring for Senior Product Manager - Data, Channel Sales Manager, Senior Platform Engineer

## Competitive Advantages
- **AI-native AR platform** embedded directly inside ERP/accounting systems – not a bolt-on or separate portal.
- **Autonomous workflows** that handle the full invoicing-to-cash cycle, reducing manual exceptions and accelerating cash flow (claims invoices paid up to 4x faster).
- **AI-driven rate optimization** that can cut payment processing fees by up to 40%.
- **Deep integrations** with widely used accounting software (QuickBooks, NetSuite, FreshBooks) reduce reconciliation effort.

## Strategic Focus
- Scale the AI-native AR platform to become a dominant player in fintech for main-street and mid-market businesses.
- Continue innovating on autonomous accounting workflows and real-time cash flow intelligence.
- Expand customer base and partner ecosystem (accounting firms, ERP resellers).
- Build out the team across engineering, product, sales, and customer success.

## Why Work Here
- **Culture**: Fast-growing startup with a collaborative, customer-centric ethos. Emphasis on helping employees succeed alongside the company.
- **Work Model**: On-site / office-based (Salt Lake City HQ and Irvine, CA office). Remote/hybrid not explicitly stated but roles are listed as on-site.
- **Perks & Benefits**: Company equity, healthcare benefits, family/childcare benefits, job training, apprenticeship programs.
- **Engineering Culture**: Small technical team (5 engineers currently) with opportunity to own platform/infrastructure decisions. Senior Platform Engineer role indicates focus on building scalable infrastructure.
- **Talent Background**: Employees have come from companies like Airbnb, Paystand, Pluralsight, and Newegg, suggesting a strong tech/fintech pedigree.

## Sources
1. [chargezoom.com](https://www.chargezoom.com/)
2. [chargezoom.com/company](https://www.chargezoom.com/company)
3. [linkedin.com/company/chargezoom](https://www.linkedin.com/company/chargezoom)
4. [builtin.com/company/chargezoom](https://builtin.com/company/chargezoom)
5. [chargezoom.freshteam.com/jobs](https://chargezoom.freshteam.com/jobs)

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