Senior Customer Success Manager, Financial Services

Salesforce

15+ years financial industry experience
C-level relationship building skills
Salesforce platform expertise
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

Job Summary

  • 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 towards becoming a Customer Company.
  • Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best.

Matching Summary

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.

Skills & Requirements

Must-have

  • 15+ years financial industry experience
  • C-level relationship building skills
  • Salesforce platform expertise
  • Business transformation consulting
  • Risk mitigation planning

Nice-to-have

  • Trusted advisor mindset
  • AI and Agentforce knowledge
  • Influencing difficult conversations
  • Cross-cloud evangelism
  • Agentic era innovation passion

Key Requirements

  • 15+ years total experience in financial industry
  • Experience as project manager at consulting firms or systems integrators
  • Ability to drive effective conversations at the C-level
  • Business level English skill

Work Rights

Not specified

Tailored Resume

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