Customer Success Manager, Financial Services

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

Leverage our Customer Success Methodology and partner 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

You 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

• 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
• Ability to drive effective and influencing conversations at the C-level
• Business level English skill

Benefits

• Unleash Your Potential
• Balance and be your best
• AI agents accelerate your impact