Director of Sales and Customer Success

Position: Director of Sales & Customer Success

Reporting to: CEO

Location: Greenville, SC – In Office

Job Overview:

We’re hiring a Director of Sales & Customer Success to partner directly with the CEO and leadership team to help design, lead, and scale our entire relationship organization. This is a leadership opportunity for someone who enjoys building systems, developing people, and creating structures within a growing company. You’ll lead initiatives across sales, customer success, support, and BDR strategy while helping bring clarity, accountability, and process to a fast-moving services business.

This role is ideal for a driven, relationship-focused leader who communicates exceptionally well, builds trust naturally, and thrives in an environment where adaptability and initiative matter. At Steep, you’ll join a growing company where the work is dynamic, meaningful, and rewarding — and where your leadership will have a direct impact on the future of the organization.

What you’ll do:

Leadership

Develop and optimize scalable sales and retention processesDrive growth primarily through existing customer relationships and resale opportunitiesCollaborating with Marketing on inbound and outbound growth initiativesImprove adoption and effectiveness of Marketing Strategy Planning (MSP) programsTeam Management & Organizational Development

Lead the Relationship Team, including Success Coaches, Account Managers, and BDRsDefine team responsibilities, workflows, and accountability structuresEnsure smooth collaboration between sales, support, and outreach functionsRecommend organizational improvements as the company growsSupport high-value client relationships and escalation managementWork closely with the CEO to leverage leadership expertise in training and strategic relationshipsPerformance Metrics & Operational Excellence

Measure retention, resale performance, and MSP adoptionDefine KPIs across sales, support, and business development teamsImprove forecasting accuracy and visibility

Experience you’ll bring:

3+ years of leadership experience with a proven ability to build and scale high-performing teams in B2B, marketing, or consultative service environmentsStrong operational and process-driven mindsetSkilled relationship builder and communicator who can simplify complex ideas, align teams, build trust with clients, partners, and leadershipComfortable operating in a fast-paced, founder-led organization while partnering closely with executive leadershipHigh-integrity, low-ego achiever who leads with empathy, accountability, ownership, and a result-driven mentality

Bonus Points:

Experience building or refining sales and customer success processes within a growing or scaling organization

Work Environment

In-officeFast-paced, collaborative, and deadline-driven

Compensation & Benefits

Salary range: $95,000 - $120,000 per year (based on experience)Eligibility for monthly and annual performance bonusesMedical, dental, and vision insuranceRetirement plan3 weeks PTO plus company holidays

About Steep Marketing

Steep is a marketing company that works with financial advisors to fill their lead-generation events through high-performing digital advertising and direct mail. Our job is to find the right people, get them to show up, and help our clients grow their businesses – and direct mail is a critical part of that process. We don’t do outdated, cookie-cutter mail that looks like it came from a 2005 mail house. Our designs consistently outperform industry benchmarks, with average response rates double the industry average). Excellence isn’t optional here – it’s the baseline.