Customer Success Manager, Senior Manager - Financial Services
Core
Strategic partner driving quantifiable business impact, adoption, and technical health for complex, multi-org Signature customers in Financial Services.
Role type
Senior Individual Contributor Customer Success Manager
Builds
Comprehensive success plans, multi-step digital workflows, and agentic solutions integrating multiple Salesforce products.
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, stakeholder management at executive levels, risk management, AI governance, root cause analysis, solution design, mentorship
Preferred skills
Financial Services industry experience, Salesforce Sales/Service Cloud expertise, Salesforce certifications (AI Specialist, Administrator, Platform App Builder, etc.), enterprise customer scaling experience
Technologies
Salesforce (Sales Cloud, Service Cloud, Data Cloud, Agentforce, Trust Layer), AI tools
Responsibilities
Determine engagement timing based on calculated ROI, own the Signature experience for multi-org customers, mobilize expert resources, craft engagement charters, align internal teams on business goals, design agentic workflows, manage high-value renewals and Go-Live risks, guide customers on AI governance frameworks, mentor team members
Seniority
Senior, hands-on IC with strategic influence
