Director, Commercial Success

About Wrapbook Wrapbook is the AI platform for production finance. With payroll, spend, and accounting in one elegant system, Wrapbook eliminates the back-and-forth and keeps finance teams moving forward. Wrapbook’s next-gen technology eliminates the constraints of legacy systems, bringing everything you need—payroll, startwork, accounting, and cost management—into a single platform, so you can run payroll with a click and manage your finances in real time. Our concierge service model takes a proactive approach to customer support, giving you access to top-tier expertise and fast turnaround for issues when they arise. And because our engineering team is constantly innovating, Wrapbook keeps you a step ahead of a changing industry, with over 175 new features released in the past year alone. With Wrapbook, finance teams get the speed, collaboration, answers, and confidence to run smoother, more efficient, more profitable productions. Wrapbook is backed by top-tier investors, including Jeffrey Katzenberg’s WndrCo, Andreessen Horowitz, and A* Capital.

Wrapbook

The AI platform for production finance. Payroll, spend, and accounting in one elegant system.

See all employees

W

wrapbook.com

201-500 employees

Software Development

New York

2018

Privately Held

21k LinkedIn followers

Raised $150.6M

• Own the Commercial Success function
• Set the strategy and define success. Own the Commercial Success vision and 12–18 month plan for Mid-Market and SMB, with clear targets for logo and revenue retention, net GPV growth (expansion and adoption), and NPS. Define success clearly enough that the team can execute without you in the room.
• Design the coverage model. Decide where high-touch engagement ends and a scaled, signal-driven model begins, where outreach, onboarding, and at-risk recovery are triggered by customer behavior, not inbound tickets, with people focused on the moments that need them. Own the capacity plan behind it.
• Run the operating plan. Turn Customer Success goals into quarterly plans with owners, milestones, and forecasts for renewals, retention, and GPV. Report performance to senior leadership through trends and risk signals, with a point of view on what to do next.
• Own the AI strategy for Commercial Success. Decide what to automate, what to augment, and how to resource it. Lead the AI-powered model for SMB and bring the same approach to Mid-Market so CSMs spend less time on manual work and more time with customers. Measure success by sustained usage and business impact, not by the number of tools launched.
• Shape company decisions for the commercial customer. Bring the commercial segment’s context into company and Client Ops planning. Build relationships with leaders across Sales, Product, Operations, AI Ops, and Finance so commercial customer needs shape decisions before they’re made. Co-own the motion with Sales leadership that turns growth signals in the SMB base into Mid-Market opportunities.
• Lead the team
• Coach and develop the team directly. Your CSMs report to you. Set clear expectations, give regular feedback, and hold people accountable. Build on the team's commercial payroll expertise with the skills that make great advisors: strategic account planning, value conversations, renewal and expansion management, and executive engagement.
• Drive execution on retention and growth. Run the weekly operating rhythm across renewals, at-risk accounts, and expansion. Separate controllable from uncontrollable churn, catch risk early, and make sure success plans are in motion before customers stop running payroll. Coach the team through the hard calls rather than taking them over.
• Own executive escalations for key accounts. Be the escalation point for the commercial book’s most important customers. Turn what you learn from escalations, NPS, and customer feedback into specific changes in how the team engages, onboards, and escalates.
• Model AI use. Use Claude daily and build agents yourself, then teach the team to build their own. Hold the team accountable for using these tools to work more efficiently.
• Build relationships in person. Represent Wrapbook across the LA commercial production community, at customer offices, on set, and at industry events. Engage key decision makers, strengthen executive relationships, and model the relationship-building you expect from the team.
• 10+ years in customer success, account management, or payroll operations, with 5+ years leading customer-facing teams.
• Experience owning a customer segment or function end to end: setting strategy, building the annual plan, and making the case for investment.
• Deep knowledge of the commercial production payroll industry: how production companies and payroll services work, union and non-union payroll, and the day-to-day workflows of producers and production accountants.
• A track record of owning and improving retention, expansion, and NPS, with the numbers to show it.
• Experience designing and leading both high-touch and scaled or digital customer success motions, including the coverage model that connects them.
• Strength as a hands-on coach who has developed subject matter experts into well-rounded CSMs and future leaders.
• Hands-on AI fluency: you use Claude (or similar tools) every day, have built skills, agents, or workflow apps that saved your team real time, and have led an AI-enabled change in how a team works. You know what to automate and what needs a person.
• Strong analytical skills: comfortable with dashboards, health scores, and churn analysis, and able to turn data into a plan.
• Credibility with customers and executives, a track record of presenting strategy to senior leadership, and the ability to influence cross-functional leaders without direct authority.

• At Wrapbook, creativity meets technology — and not just in the product.
• In addition to a competitive salary and all the benefits you can expect from a fast-growing technology company, you’ll get access to a team of creative problem solvers and the chance to see your contributions make large impacts. Benefits include
• Work from anywhere in Canada and USA
• Up to $1,500 USD/ $2,025 CAD towards IT set up for your home
• Up to 2% matching RRSP / 401K
• Learning and Development opportunities
• Up to $50 USD/ $67.50 CAD towards Internet/Cell phone service