About Hadrius
Hadrius is the AI-native compliance platform trusted by hundreds of RIAs and broker-dealers to consolidate their compliance stack and automate regulatory workflows. We're scaling fast, and our SMB segment is where we're building the most leveraged Customer Success motion in the industry — one where data, automation, and focused human touch create outsized outcomes for hundreds of firms at once.
The Role
As a Scaled Customer Success Manager, you'll own a portion of the SMB segment book of business — 150+ firms relying on Hadrius to run their compliance programs. This is a customer-facing, outcomes-focused role: you'll drive adoption, retention, and expansion across the segment by combining high-touch intervention on our highest-value SMB accounts with 1:many programs for the broader book. You’ll help build the initial systems and playbooks alongside our FDE and CS Ops team — you'll then be the operator who uses them to produce retention and expansion outcomes at scale.
This role reports to the Manager of Customer Success.
What You'll Own
- SMB retention and expansion outcomes. You'll carry a Annual Net Dollar Retention and Gross Dollar Retention target on the SMB segment.
- Tiered coverage model. You'll design and run a 3-tier SMB coverage model: top accounts get direct human touch (QBR-lite, renewal conversations, expansion identification); the next tier gets lightweight programmatic touch; the tail runs on automation with your oversight.
- 1:many customer programs. Customer webinars on new features, lifecycle email triggers, segment-wide campaigns. at regulatory moments (e.g., annual review prep, SEC exam cycles).
- Health-based intervention. You'll run the weekly risk review for SMB, triage yellow/red accounts, and execute documented save plays — using the health scoring infrastructure built by our CS Ops and FDE teams.
- Expansion identification at scale. You'll use usage signals, and renewal-distance triggers to identify SMB expansion opportunities and create qualified deals per our documented SOP.
- Feedback to the product loop. You're closer to more customers than anyone else at Hadrius. Your synthesis of SMB feedback directly shapes EPD priorities and playbooks.
Who You Are
- 2+ years running a scaled or pooled SMB book.
- Fluent in data. You use usage signals, health scores, and renewal-risk data to prioritize your day. You don't need someone to tell you which accounts matter.
- Comfortable with 1:many motion. You've run webinars, written lifecycle emails, and managed segment-wide programs, not just 1:1 relationships.
- Bias toward systems. You see patterns in individual customer problems and turn them into playbooks or automation requests — not bespoke solutions.
- Commercially sharp. You're comfortable carrying a retention and expansion number, and you know how to translate customer outcomes into commercial outcomes without being pushy.
- Builder’s mindset: You are energized by creating processes from scratch, not just managing what exists.
- Cross-functional operator: you collaborate tightly with Partnerships, Growth, FDE/Implementation, and Engineering.
- Data-driven and disciplined: you use telemetry to prioritize, forecast accurately, and maintain pristine CRM hygiene.
Success Looks Like
First 7 days:
- Ramp on our ICP, value proposition, Hadrius platform, pricing/packaging, and roadmap
- Learn onboarding/implementation flows, CRM hygiene standards, and communication playbooks
- Shadow kickoffs, QBRs/EBRs, and renewal calls; document objections and success patterns
- Begin owning a small set of accounts to establish relationships and success plans
- Begin forming strong opinions on our Scaled Customer Success steady-state and path to get there
First 14 days:
- Top 50 SMB accounts identified, tiered, and on a defined cadence
- Health score applied to the full SMB book; weekly risk review cadence established and intervention plans proposed
First 45 days:
- First 1:many customer engagement program launched (webinar or lifecycle campaign)
- Running customer cadence playbooks and automated outreaches
At 3 months:
- SMB NDR & GDR trending to goal
- Documented scaled-motion playbooks that can be handed to the next Scaled CSM we hire
- SMB case studies sourced for Marketing
- Ticket volume per SMB account trending down via self-service adoption
Compensation
Total Target Compensation (OTE): $120,000–$150,000
- Base salary: $90,000–$120,000
- Variable compensation: $30,000–$40,000
- Equity
- Benefits: full medical/dental/vision, 401(k), unlimited PTO, annual L&D budget
Benefits
- 401k: 100% match up to 6%
- Living Stipend: living stipend if below Chambers street (18,000 Annually)
- Company Off-sites: Destination Airbnb company work retreats 2 times a year
- Insurance: Healthcare, dental, vision, etc.
- Unlimited PTO
🚀 Y Combinator Company Info
Y Combinator Batch: W23
Team Size: 80 employees
Industry: Financial Technology and Services -> Asset Management
Company Description: Automating Securities Compliance
💰 Compensation
Salary Range: $120,000 - $150,000
📋 Job Details
Job Type: Full-time
Experience Level: 3+ years