Customer Success Team Lead, Enterprise
Dandy is transforming the massive and antiquated dental industry—an industry worth over $400B. Backed by some of the world’s leading venture capital firms, we’re on an ambitious mission to simplify and modernize every function of the dental practice through technology. As we expand our reach globally, Dandy is building the operating system for dental offices around the world—empowering clinicians and their teams with technology, innovation, and world-class support to achieve more for their practices, their people, and their patients.
Position Summary
We are seeking a highly motivated and strategic Customer Success Team Lead to oversee our Enterprise Segment Client Success Partner team. This role is critical in driving retention, operational excellence, and team performance across our largest and most strategic dental practice partners. The Team Lead will manage and develop a team of Client Success Partners while partnering closely with Enterprise Account Managers to ensure best-in-class customer experience, scalable processes, and consistent achievement of business outcomes.
Responsibilities
Team Leadership & Development
- Lead, coach, and develop a team of Client Success Partners supporting enterprise and strategic DSO customers
- Set clear performance expectations, monitor KPIs, and provide ongoing feedback and mentorship
- Foster a high-performance, customer-centric culture focused on accountability and continuous improvement
- Partner with leadership on hiring, onboarding, and training new team members
Client Relationship Oversight
- Oversee the health and performance of child accounts across enterprise customers
- Support escalated customer interactions and serve as a senior point of contact for critical issues
- Partner with Enterprise Account Managers to align on account strategy and retention plans
Operational Excellence & Escalation Management
- Establish and enforce best practices for managing customer health and Salesforce workflows
- Ensure timely triage and resolution of escalations with a focus on root cause analysis
- Drive process improvements to increase efficiency and scalability
Data Analysis & Reporting
- Monitor team and account-level performance metrics, identifying trends and risks
- Deliver reporting and insights to leadership on retention and engagement
- Use data to inform strategic decisions and optimize initiatives
Growth & Retention Strategy
- Drive retention and expansion across enterprise child accounts
- Collaborate with Account Managers on cross-sell and upsell opportunities
- Develop programs to improve customer engagement and long-term value
Market Feedback & Cross-Functional Collaboration
- Aggregate voice-of-customer feedback and with internal teams
- Partner cross-functionally to improve products and services
- Advocate for both the customer and the team within the organization
What you’ll do
- Lead and manage a team responsible for retention of child accounts under the enterprise and strategic segment (such as DSOs)
- Drive execution of a team-based motion that delivers a best-in-class customer experience
- Build strong relationships with key stakeholders and step in on escalated accounts
- Leverage data-driven insights to guide priorities and mitigate churn risk
- Oversee Salesforce workflows and ensure effective management of customer health
- Partner with Enterprise AMs on strategy and growth initiatives
- Ensure operational excellence with a focus on quality, speed, and consistency
- Coach team members on communication, problem-solving, and account management
- Drive outreach programs to increase retention and product adoption
- Capture and elevate actionable customer feedback
Qualifications
Education: Bachelor's degree in Business Administration, Marketing, or a related field
Experience: 3–5+ years of experience in customer success, account management, or a client-facing role, with at least 1–2 years in a leadership capacity.
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