Customer Success Manager, Senior Manager - FinTech/ Regulated Markets
Core
Senior Customer Success Manager serving as the primary contact for Salesforce's largest and highest-profile customers in the Financial & Regulated/HLS industry, ensuring technical and operational health and maximizing platform value.
Role type
Senior IC Customer Success Manager (FinTech/Regulated Markets)
Builds
Customer retention, renewal, expansion, and adoption of Salesforce Core Clouds (Sales & Service)
Domain
SaaS / CRM / Financial Services & Regulated Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Technical Customer Success, SaaS platform use, project leadership, Technology Consulting, Solutions Architecture, stakeholder management at executive level, translating technical concepts to business terms, cross-functional team leadership
Preferred skills
Salesforce ecosystem experience, Salesforce product certifications (Administrator, Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant), deep knowledge of Salesforce deployment and best practices
Technologies
Salesforce Core Clouds (Sales Cloud, Service Cloud), CRM platforms
Responsibilities
Orchestrate all Signature deliverables, experience, renewal, and expansion; Cultivate relationships with customer IT and business executive leadership; Guide customers through Sales and Service adoption, optimization, and expansion; Act as an advisor for new feature adoption and identify implementation risks; Advocate for customers during high-severity case triage and resolution; Conduct quarterly reviews to identify trends and provide tailored release recommendations; Forge relationships with internal Sales, Engineering, and Product teams
Seniority
Senior, hands-on IC