Salesforce
Overview
Customer Success Manager (Financial Services) at Salesforce. This role focuses on delivering Signature Success to enterprise customers, building trusted advisor relationships, and ensuring customers realize maximum value from Salesforce investments. Role Description
For customers who purchase the Signature Success Plan, you will be a named resource and partner, acting as a trusted advisor and primary point of contact for Salesforce’s customer organizations. You will manage stakeholder relationships, monitor events, needs, risks, and value drivers, and help improve customers’ technical and operational health. You will communicate during major incidents and coordinate a timely resolution, while working across internal and external teams to provide a unified Signature experience. You will proactively set customers up for success through platform optimization, with special care during peak events. Deep technical knowledge of the Salesforce platform and collaboration with cross-functional teams are required to deliver the Signature experience. Responsibilities
Serve as the single point of customer accountability for Signature deliverables, experience, renewal, and expansion. Cultivate and maintain relationships with the customer’s IT and business executive sponsors and decision-makers. Help customers achieve business goals on the Salesforce platform by: Coordinating the Signature Success catalog of services as required for the customer. Providing timely, proactive Salesforce feature guidance based on customer interests. Advising on adoption of new features in Salesforce’s annual release schedules and identifying potential challenges and risks. Communicate the value of Signature Success and ensure all collaborators understand the value to support renewals. Advocate for customers during triage and resolution of high-severity incidents to aid timely resolution. Occasional travel to customer sites may be required; after-hours or weekend coverage may be needed depending on the customer’s needs. Minimum Requirements
8+ years of experience in one or more: Technical Customer Success, Salesforce CRM, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Experience with Salesforce Sales Cloud and/or Service Cloud, and/or relevant competing platforms. 4+ years of experience in management consulting services. Experience within the Financial Services industry. Experience working with enterprise-level customers. Exceptional communication and presentation skills with the ability to influence at all organizational levels, including executive and C-level. Ability to translate technical concepts into business terms and map business requirements to technical features. Ability to explain complex concepts in business-friendly terms and convey customer needs to internal partners. Knowledge of software development processes and design methodologies. Experience leading cross-functional teams to facilitate resolution of customer needs or projects. Preferred Requirements
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, B2C Commerce Developer, Marketing Cloud Suite, Data Cloud). Knowledge of Salesforce products, capabilities, best use, and deployment. Note: This role is office-flexible; in-office presence is expected 3 days per week in Bellevue/Seattle, Chicago, Indianapolis, Atlanta, or NYC. Company Snapshot
Unleash Your Potential. Salesforce offers benefits and resources to support balance, and AI agents to accelerate impact. Accommodations available for applicants with disabilities. Equal opportunity employer with non-discrimination policies; compensation varies by location and experience. Salary ranges are provided for New York, Washington, California, and Illinois, with specifics included in the posting. Posting statements and equal opportunity language apply to all employees and applicants. Details on company benefits and fair chance hiring are available in the posting. Seniority level
Not Applicable Employment type
Full-time Job function
Other Industries
Software Development, IT Services and IT Consulting, Technology, Information and Internet
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Customer Success Manager (Financial Services) at Salesforce. This role focuses on delivering Signature Success to enterprise customers, building trusted advisor relationships, and ensuring customers realize maximum value from Salesforce investments. Role Description
For customers who purchase the Signature Success Plan, you will be a named resource and partner, acting as a trusted advisor and primary point of contact for Salesforce’s customer organizations. You will manage stakeholder relationships, monitor events, needs, risks, and value drivers, and help improve customers’ technical and operational health. You will communicate during major incidents and coordinate a timely resolution, while working across internal and external teams to provide a unified Signature experience. You will proactively set customers up for success through platform optimization, with special care during peak events. Deep technical knowledge of the Salesforce platform and collaboration with cross-functional teams are required to deliver the Signature experience. Responsibilities
Serve as the single point of customer accountability for Signature deliverables, experience, renewal, and expansion. Cultivate and maintain relationships with the customer’s IT and business executive sponsors and decision-makers. Help customers achieve business goals on the Salesforce platform by: Coordinating the Signature Success catalog of services as required for the customer. Providing timely, proactive Salesforce feature guidance based on customer interests. Advising on adoption of new features in Salesforce’s annual release schedules and identifying potential challenges and risks. Communicate the value of Signature Success and ensure all collaborators understand the value to support renewals. Advocate for customers during triage and resolution of high-severity incidents to aid timely resolution. Occasional travel to customer sites may be required; after-hours or weekend coverage may be needed depending on the customer’s needs. Minimum Requirements
8+ years of experience in one or more: Technical Customer Success, Salesforce CRM, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Experience with Salesforce Sales Cloud and/or Service Cloud, and/or relevant competing platforms. 4+ years of experience in management consulting services. Experience within the Financial Services industry. Experience working with enterprise-level customers. Exceptional communication and presentation skills with the ability to influence at all organizational levels, including executive and C-level. Ability to translate technical concepts into business terms and map business requirements to technical features. Ability to explain complex concepts in business-friendly terms and convey customer needs to internal partners. Knowledge of software development processes and design methodologies. Experience leading cross-functional teams to facilitate resolution of customer needs or projects. Preferred Requirements
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, B2C Commerce Developer, Marketing Cloud Suite, Data Cloud). Knowledge of Salesforce products, capabilities, best use, and deployment. Note: This role is office-flexible; in-office presence is expected 3 days per week in Bellevue/Seattle, Chicago, Indianapolis, Atlanta, or NYC. Company Snapshot
Unleash Your Potential. Salesforce offers benefits and resources to support balance, and AI agents to accelerate impact. Accommodations available for applicants with disabilities. Equal opportunity employer with non-discrimination policies; compensation varies by location and experience. Salary ranges are provided for New York, Washington, California, and Illinois, with specifics included in the posting. Posting statements and equal opportunity language apply to all employees and applicants. Details on company benefits and fair chance hiring are available in the posting. Seniority level
Not Applicable Employment type
Full-time Job function
Other Industries
Software Development, IT Services and IT Consulting, Technology, Information and Internet
#J-18808-Ljbffr