- Location
- United States
- Workplace
- Remote
- Employment
- Full time
- Level
- Senior
- Posted
- Yesterday
About this role
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!
#LI-Remote
As published by Wrapbook. Applications are handled on their site.
Skills this posting mentions
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.
All 16 openings at WrapbookOne click, then it is written
Apply to Wrapbook with a resume written for this role.
Queue Senior SMB Digital Success Lead, Commercial and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Wrapbook’s form for you.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- 25 sent a week, free
- No card
- Nothing sent until you say so
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Put this to work
Paste your career in once. Every application after that is written for you.
Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- New matches ranked and written before you are up.
- Every bullet stays inside what your history supports. Nothing invented.
- Queued, submitted, interviewing, offer: one screen, not a spreadsheet.
500 free credits on sign-up. No card. Nothing is sent until you say so.
Listed from the job board Wrapbook publishes. Refolk is not the employer and does not handle their hiring. Applications go to Wrapbook directly.