Customer Success Manager, Financial Service

Role Overview

The Customer Success Manager leverages deep business and industry knowledge to partner with customers to help them accelerate business value and ROI from their investment with Salesforce. You will align at the C-level, building and maintaining strong relationships to help customers progress on their transformation journey.

What You Will Do

Leveraging our Customer Success Methodology and partnering with customer executives to understand their objectives, assess their capabilities and prescribe recommendations to help them accelerate achievement of their business objectives and build a transformational vision.

Why It Might Be a Fit

The Customer Success Manager will be responsible for helping customers achieve business value faster and progress on their journey towards becoming a Customer Company. This means helping them leverage Salesforce to transform their business, engage with their own customers in whole new ways.

Requirements

• Industry Knowledge: 15+ years total experience working in the financial industry
• Experience as a project manager at consulting firms, systems integrators, or IT vendors
• Ability to build strong relationships with customer executives
• Excel in at least two of the following areas: industry knowledge, technical expertise, or consulting skills, and have experience as a trusted advisor providing business value to clients or stakeholders
• Ability to drive effective and influencing conversations at the C-level; facilitate difficult discussions and adept at handling objections
• Navigate customer organizational structures to identify and build relationships with executives and stakeholders who define the company’s strategic objectives
• Ability to drive effective and influencing conversations at the C-level; facilitate difficult discussions and adept at handling objections
• Ability to quickly grasp and distinctly explain technological and business concepts
• Business level English skill