Customer Success Representative – Financial Services

A Bit About Us

RStudio creates great software that helps people understand data and make better decisions in real-world applications. Our core offering is an open-source data science toolchain, and we aim to make it available to everyone, regardless of their economic means. Our customers are leading-edge innovators in analytics, machine learning, big data, and similar domains and generally work in R and Python.

The Opportunity

In the Financial Services team in Customer Success (CS), you’ll use your experience using R or Python to solve data science problems to enable data science teams to use our professional products in the financial services and insurance industry. To accomplish this, you’ll focus on increasing awareness of product functionality, and upskilling data science teams to take advantage of new product capabilities. When a customer has a question or issue, you’ll organize internal resources at RStudio to address the customer’s needs. You will play a critical role in the betterment of RStudio’s professional products by capturing customer feedback and relaying this to the software engineering team. When working with customers, you’ll embody the values of RStudio and the R community.

You’ll also be responsible for helping customers process their annual renewals on time and help your team grow its book of business by identifying expansion opportunities within existing accounts.

Within 1 Month, you’ll…

  • Complete your orientation and onboarding
  • Listen and learn from fellow CS members’ calls
  • Send quotes for all renewal opportunities that are coming up in the next 120 days
  • Introduce yourself via email to all of your assigned accounts
  • Upon request, schedule calls for your accounts (with a colleague or manager attending to assist!)

Within 3 Months, you’ll…

  • Achieve retention targets as outlined in your agreement
  • Ensure on-time renewals for your accounts through communication with your account contacts
  • Organize workshops or technical demos for customers (this can be in collaboration with colleagues or Solutions Engineering)
  • Demonstrate a working knowledge of broad technical concepts related to RStudio Professional products, including Linux, Docker, and other IT concepts

Within 6 months, you’ll…

  • Be an evangelist with your accounts about data science best practices, open-source capabilities, and professional product features
  • Propose solutions when escalating customer questions or requests, and be an internal advocate for your customers
  • Navigate and execute most aspects of the role independently (though help is always available)
  • Regularly lead workshops or technical demos

Within 12 months, you’ll…

  • Develop meaningful relationships with R and Python champions
  • Serve as a peer mentor to newer team members
  • Have a personal development plan in place
  • Understand the competitive landscape
  • Engage with customers regularly on social networks and community forums

About us:

  • We welcome all talented colleagues and are committed to a culture that represents diversity in all its forms.
  • We prioritize giving ourselves “focus time” to get deep work done. We minimize meetings and attempt to operate asynchronously.
  • We are a learning organization and take mentorship and career growth seriously. We hope to learn from you and we anticipate that you will also deepen your skills, influence, and leadership as a result of working at RStudio.
  • We operate under a unique sustainable business model: We have over 50% of our engineering dedicated to creating free and open source software.  We are profitable and we plan to be around decades from now.


  • 100% distributed team (or come in to one of our offices in Seattle or Boston) with minimal travel
  • Competitive compensation with great benefits including:
  • medical/dental/vision insurance (100% of premiums covered)
  • 401k matching
  • a home office allowance or reimbursement for a coworking space
  • a profit-sharing system
  • Flexible environment with a generous vacation policy