Customer Success Manager - FinTech and Health/Life Sciences
Core
Serve as the primary contact and trusted advisor for Salesforce's largest FinTech and Health/Life Sciences customers, ensuring platform adoption, operational health, and realization of business value.
Role type
Senior Customer Success Manager (FinTech & Health/Life Sciences)
Builds
Customer retention, expansion, and successful implementation of Salesforce Core Clouds (Sales & Service)
Domain
SaaS / CRM / Financial Services & Health/Life Sciences
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Technical Customer Success, SaaS platform expertise, Technical Consulting, Solutions Architecture, Executive stakeholder management, Cross-functional team leadership, Release management, Incident triage
Preferred skills
Salesforce ecosystem experience, Salesforce product certifications, Deep knowledge of Sales Cloud and Service Cloud capabilities
Technologies
Salesforce Core Clouds (Sales Cloud, Service Cloud), CRM platforms
Responsibilities
Orchestrate Signature Success deliverables, renewals, and expansions; Cultivate relationships with customer IT and executive leadership; Guide customers through feature adoption and optimization; Act as technical interface for major incidents; Conduct quarterly business reviews and provide tailored release recommendations; Coordinate cross-functional teams for project resolution
Seniority
Senior, hands-on IC
