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Remote role · senior-s

Senior SMB Digital Success Lead, Commercial

Wrapbook

Salary$103K - $167K
Before you apply

Role details

The practical picture
Employment
Full-time
Role signal brief

The role, at a glance

Extracted from the source posting · 95% confidence

Wrapbook seeks a Senior SMB Digital Success Lead to architect end-to-end success operations for its Commercial SMB segment, building AI-powered onboarding, proactive customer engagement, and expansion models. The role requires hands-on experience with AI agents, program design, and cross-functional leadership in a FinTech/entertainment context.

Remote scope
Remote - US & Canada
Compensation
USD 103,000–167,000 / year

What you need

  • 3+ years in customer success or similar customer-facing role with retention/expansion outcomes
  • Real AI building skills: built, tuned, and run AI agents and workflows
  • Strong program ownership and process design; rebuild reactive motions into measurable systems

What you will own

  • Own the Commercial SMB business as single point of contact across Sales, Support, and Partners
  • Build AI-assisted engagement model to catch risk early and drive onboarding, adoption, and expansion
  • Design and own SMB onboarding curriculum, delivery, and results optimization
  • Lead agent rollout for SMB: partner with AI team to build, test, and drive adoption
  • Grow SMB portfolio through expansion, campaigns, and segmentation alignment with Sales/Marketing/RevOps
  • Be voice of SMB customer; bring frontline insights to product, process, and enablement teams
Core skills
AI agent building and tuningCustomer success program designCross-functional leadershipOnboarding strategyCustomer retention and expansionProcess optimization

Remote policyWork from anywhere in Canada and USA

Internal freshness window ends Oct 22, 2026
View source evidence
  • salary “$103K - $167K”
  • location “Remote - US & Canada”
  • remote_scope “Remote - US & Canada”
  • applicant_location_requirements “Work from anywhere in Canada and USA”
  • company_remote_policy “Work from anywhere in Canada and USA”
  • must_have “Real AI building skills, not just AI usage. You've built, tuned, and run AI agents and workflows, and you know what to automate and what needs a human.”
  • responsibilities “Own the Commercial SMB business (accounts, cases, outreach, and retention) as the single owner and point of contact”
ai agent building and tuningcustomer success program designcross-functional leadershiponboarding strategy
Role brief

About Us:

Wrapbook is the AI platform for production finance. We’re building a system of action that puts finance teams in control of their whole production, from payroll, to spend, to accounting.

Built for feature films, TV, and commercials, Wrapbook is trusted by teams at Netflix, Paramount, Anonymous Content, and more. With backing from Andreessen Horowitz, Bessemer Venture Partners, and Jeffrey Katzenberg's WndrCo, our team of 350+ is using AI to transform how finance teams work and empower them to do more with less.

The Opportunity - SMB Digital Success Lead - (Remote - USA & Canada)

We're looking for a Sr. SMB Digital Success Lead to build how Wrapbook serves its Commercial SMB customers. You'll own the SMB business end to end and turn it into a proactive success model where onboarding is faster, risks are caught early, and customers get help when it matters — all starting from what customers actually do, at scale.

SMB is where our agent-first approach to Customer Success moves fastest — the segment where you can shape what proactive, AI-powered success looks like. If you'd rather design a model than inherit one, this is a rare shot to set the standard for how a whole segment gets served.

What you'll do:

  • Own the Commercial SMB business (accounts, cases, outreach, and retention) as the single owner and point of contact across Sales, Support, and Partners.

  • Build a success model that catches risk early and drives onboarding, adoption, and expansion across the whole SMB base through AI-assisted engagement.

  • Own SMB onboarding fully: the curriculum, how it's delivered, and the results. Keep improving it based on what the case queue and agent signals tell you about where customers get stuck.

  • Lead the agent rollout for SMB. Work with the AI team to design the model and to build, test, and drive adoption of the AI agents and SMB app. Own every agent that touches SMB, from requirements through adoption.

  • Work with Sales, Marketing, and RevOps to grow the SMB portfolio: surface expansion and Mid-Market opportunities, shape adoption campaigns, and align on segmentation and coverage so every account gets the right level of service.

  • Partner with your leader and AI Ops to define what good looks like and execute on the plan to exceed those targets.

  • Be the voice of the SMB customer. Bring product, process, and enablement insights from the front line back to the teams who can act on them.

  • Help scale what works across Commercial Success. Document and share workflows, wins, and playbooks so the approach can grow beyond SMB.

What you'll have:

  • 3+ years in customer success or a similar customer-facing role, and a track record of owning retention and expansion outcomes.

  • Real AI building skills, not just AI usage. You've built, tuned, and run AI agents and workflows, and you know what to automate and what needs a human.

  • Strong program ownership and process design. You can own a deliverable others execute, and rebuild an undocumented, reactive motion into a measurable one.

  • Comfort working at scale, designing systems that serve the entire SMB base well — so every customer gets consistent, proactive support.

  • Cross-functional influence without authority (AI, RevOps, Marketing, Support), comfort with ambiguity, and the credibility to be the single point of contact for a whole segment.

  • Prior experience in the commercial entertainment or FinTech sectors is preferred but not required.


Why Join Us

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:

  • Unlimited Paid Time Off

  • Work from anywhere in Canada and USA

  • Health and Dental benefits

  • 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

Our Pledge to Fostering an Inclusive and Safe Workplace:

Wrapbook pledges to be a harassment- and discrimination-free space for everyone, regardless of age, disability, ethnicity, gender identity or expression, nationality, neurotype, personal appearance, political affiliation, professional background, race, religion, or sexual identity or orientation.

Apply Now

Have we got your attention? Submit your application today and a member of our Talent team will be in touch with you shortly!

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