Principal Customer Success Manager, Financial Services
Core
Senior individual contributor owning significant enterprise customer accounts, driving renewals, retention, and feature adoption for big-name brands.
Role type
Principal Customer Success Manager (Enterprise)
Builds
Customer success plans, strategic guidance, and advocacy programs for enterprise clients.
Domain
SaaS / Marketing Technology / Customer Engagement
Required skills
Enterprise account management, strategic account planning, client renewal and retention, stakeholder management, product feedback synthesis, mentorship, project management
Preferred skills
PMP or Agile certification, technical domain knowledge (SaaS, Mobile, APIs, Marketing Automation, Analytics, Programming)
Technologies
Braze platform, SaaS, Mobile, APIs, Marketing Automation, Analytics, HTML
Responsibilities
Partner with Account Executives to drive client renewals and net retention targets; act as trusted advisor and main point of contact; build shared Success Plans to drive feature adoption; advocate for customers by soliciting product feedback; mentor junior colleagues on at-risk or high-opportunity accounts; coordinate with Technical Support and other teams for seamless client support; travel onsite with customers internationally.
Seniority
Principal, senior individual contributor with mentorship responsibilities
