Customer Success Manager, Enterprise - Financial Services

Yext

New York, NY, United States
Base: $80,100 - $157,000 usd; bonus/equity: not sp...
On-site
Manage enterprise financial services customers
Drive adoption and retention
Build strong customer relationships
Manage a portfolio of assigned Financial Services enterprise-level customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction

Job Summary

  • Manage a portfolio of assigned Financial Services enterprise-level customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction.
  • Stay up to date with industry trends and best practices and share insights and recommendations with customers.
  • Demonstrate keen situational awareness, adept at deciphering subtle cues and anticipating potential risks ahead of time, taking preemptive measures to mitigate them effectively.

Matching Summary

Manage a portfolio of assigned Financial Services enterprise-level customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction.

Salary

Base: $80,100 - $157,000 USD; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, life insurance, disability, 401(k), vacation, sick leave

Skills & Requirements

Must-have

  • Manage enterprise Financial Services customers
  • Drive adoption and retention
  • Build strong customer relationships
  • Develop strategic success plans
  • Analyze performance data
  • Manage subscription GTM approaches

Nice-to-have

  • Anticipate potential risks
  • Adaptability and flexibility mindset
  • Challenger Sales Methodology familiarity

Key Requirements

  • 4+ years strategic CSM experience
  • Enterprise Financial Services industry experience
  • Digital marketing technologies knowledge
  • Subscription GTM approaches experience
  • High gross retention & predictability management

Work Rights

Not specified

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