Customer Success Manager, Senior Manager - Core (sales & Service) Clouds - Financial Services

SALESFORCE

Base: $150,100 - $227,000 annually; location-speci...
5-6 years customer success experience
Sales cloud and service cloud expertise
Executive stakeholder management skills
This role serves as a strategic partner responsible for driving quantifiable business impact across complex, multi-org Signature customers in the Financial Services sector

Job Summary

  • This role serves as a strategic partner responsible for driving quantifiable business impact across complex, multi-org Signature customers in the Financial Services sector.
  • The Senior Manager will design agentic workflows to automate repetitive tasks while focusing on high-stakes relationship building and executive influence.
  • Salesforce offers a comprehensive benefits package including medical, dental, vision, paid parental leave, and an employee stock purchasing program alongside flexible work arrangements.

Matching Summary

This role serves as a strategic partner responsible for driving quantifiable business impact across complex, multi-org Signature customers in the Financial Services sector.

Salary

Base: $150,100 - $227,000 annually; Location-specific: $180,200 - $247,900 in CA/NY/selected cities; Includes bonus, equity, and benefits

Skills & Requirements

Must-have

  • 5-6 years Customer Success experience
  • Sales Cloud and Service Cloud expertise
  • Executive stakeholder management skills
  • Financial Services industry knowledge
  • Multi-org customer program management

Nice-to-have

  • Mentorship and team development skills
  • Growth mindset and learning agility
  • Experience with Agentforce AI tools
  • Strong presentation and communication skills
  • Knowledge of Salesforce CPQ or Revenue Cloud

Key Requirements

  • 5-6 years relevant industry expertise
  • Sales Cloud Consultant certification
  • Service Cloud Consultant certification
  • Advanced Administrator certification
  • Office-flexible with 3 days in-office requirement

Work Rights

Not specified

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