Principal Customer Success Manager, Financial Services
Core
Senior individual contributor owning significant enterprise customer accounts, driving renewals, retention, and net retention targets while acting as a trusted advisor and strategic thought leader.
Role type
Principal Customer Success Manager (Enterprise)
Builds
Customer success plans, advocacy programs, and strategic guidance for big-name brands.
Domain
SaaS / Marketing Technology / Customer Engagement
Required skills
Enterprise account management, commercial alignment, strategic planning, customer advocacy, product feedback synthesis, mentorship, project management, SaaS/Mobile/APIs/Marketing Automation knowledge
Preferred skills
PMP or Agile certification, Fortune 100/FTSE/DAX client experience, international account management
Technologies
SaaS, Mobile, APIs, Marketing Automation, Direct Marketing, Analytics, HTML
Responsibilities
Partner with Account Executives to drive renewals and retention; act as main point of contact and trusted advisor; build shared Success Plans; drive customer advocacy; analyze use-cases and recommend best practices; solicit and synthesize product feedback; coordinate with Technical Support and other teams; mentor junior colleagues; assist in rescuing at-risk accounts; travel onsite with customers internationally.
Seniority
Principal, senior individual contributor with mentorship responsibilities