Customer Success Senior Manager
Core
Strategic partner for complex, multi-org Financial Services customers, driving adoption, technical health, and business value through Salesforce AI (Agentforce) and multi-product solutions.
Role type
Senior Individual Contributor Customer Success Manager
Builds
Comprehensive success plans, agentic workflows, and integrated customer solutions for Signature accounts
Domain
Financial Services / SaaS / AI (Agentforce)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic account leadership, complex program management, ROI-driven engagement, executive stakeholder management, agentic workflow design, risk mitigation, root cause analysis, solution architecture
Preferred skills
Salesforce product certifications (AI Associate, Administrator, Energy & Utilities Cloud), industry insight
Technologies
Salesforce (Agentforce, Trust Layer, Data Cloud, Sales Cloud, Service Cloud, Energy & Utilities Cloud)
Responsibilities
Design multi-step digital workflows where agents handle repetitive tasks; determine human vs. AI support segmentation; manage high-value renewals and Go-live risks; mentor team members; align internal stakeholders with customer business goals
Seniority
Senior, hands-on IC