Senior Customer Success Manager, Financial Services

Salesforce

**
15+ years financial industry experience
C-level relationship building
Business value and roi acceleration
** Salesforce is seeking a Senior Customer Success Manager in Financial Services to enhance customer relationships and drive business value through Salesforce solutions. The role requires extensive experience in the financial industry and a proven ability to engage with C-level executives to facilitate business transformations. **

Job Summary

  • The role leverages deep business and industry knowledge to partner with customers in accelerating business value and ROI from their Salesforce investment.
  • You will align at the C-level to build strong relationships and help customers progress on their transformation journey towards becoming a Customer Company.
  • Salesforce offers an inclusive workplace where AI agents accelerate impact, supporting employees to find balance and be their best while driving innovation.

Matching Summary

Match Score: 75

** Salesforce is seeking a Senior Customer Success Manager in Financial Services to enhance customer relationships and drive business value through Salesforce solutions. The role requires extensive experience in the financial industry and a proven ability to engage with C-level executives to facilitate business transformations. **

Skills & Requirements

Must-have

  • 15+ years financial industry experience
  • C-level relationship building
  • Business value and ROI acceleration
  • Salesforce Cloud expertise
  • Risk mitigation planning

Nice-to-have

  • Trusted advisor consulting skills
  • AI and Agentforce knowledge
  • Strong business English communication
  • Project management background
  • Systems integrator experience

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 C-level
  • Business level English skill proficiency

Work Rights

Not specified

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