Senior Customer Success Manager – Financial Services
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Job Description
Customer Success Manager driving product adoption and client retention at a financial services company. Engaging with C-level executives and forming strategic relationships for successful partnerships.
Responsibilities:
- Drive the successful adoption of multiple use cases across the organization, helping the customer quantify the business value of the partnership
- Form strategic relationships with key stakeholders to understand customer’s objectives to develop strategic roadmaps and uncover expansion opportunities
- Conduct regular business review meetings with key accounts
- Act as the voice of the customer and drive requested enhancements with the product management and development teams
- Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes
- Ensure account transparency by tracking client sentiment and key milestones in Salesforce and Gainsight
- Partner with customer-facing account teams and executives to develop a strategic plan to help customers achieve their business objectives and to execute on upsell and cross sell opportunities
- Anticipate client risks and strategize ways to help mitigate churn
- Manage the customer contract renewal process and maintain a renewal forecast
Requirements:
- Bachelor’s Degree or equivalent related experience
- Customer-facing experience, relationship building, and driving customer transformation programs in the financial services industry.
- Excellent communication, presentation, and problem-solving skills
- Ability to translate business requirements into business solutions.
- Advanced proficiency with the Microsoft Office Suite
Benefits:
- To explore our benefits available in each country, please visit the Global Benefits page.
- Seismic's annual base salary range for this position will vary based on applicant's location, experience, job level, skills, and abilities as well as internal equity and alignment market data.
- This position is also eligible to participate in Seismic's incentive plans in addition to base salary.
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