Customer Success Manager II

Seismic; San Diego (CA); Hybrid; USD 70,400 - 96,700; Full time

Job summary

Seismic is seeking a Customer Success Manager for mid-market financial services in San Diego, California. The role focuses on building strong customer relationships and executing adoption plans. You will collaborate with customers to define success metrics and upsell opportunities while ensuring customer satisfaction through expert product knowledge and internal collaboration with various departments. The position offers a competitive salary range of $70,400 to $96,700 USD annually, plus eligibility for incentive plans.

Qualifications

• Experience in customer success principles and relationship management.
• Ability to present and engage with customer executives confidently.
• Passion for driving value and customer satisfaction.

Responsibilities

• Build and maintain strong relationships with mid-market financial services customers.
• Create and execute strategic adoption plans for platform utilization.
• Collaborate to define outcomes and track success metrics.

Skills

Advanced proficiency with the Microsoft Office Suite

Strong understanding of the SaaS industry

Excellent communication skills

Problem-solving skills

Strong project management skills

Job description

Overview

As a Customer Success Manager ~ Financial Services (CSM), you will play a pivotal role in ensuring the long‐term success and satisfaction of our mid‑market, financial services customers. Your primary responsibility will be to work closely with customers to understand their unique needs, identify opportunities for growth, and drive value attainment. You will act as a trusted advisor, building and maintaining strong relationships with customers, and developing strategies to create multi‑threaded partnerships between Seismic and our customers, inclusive of executive connections.

Who you are

• Advanced proficiency with the Microsoft Office Suite
• Strong understanding of the SaaS industry and customer success principles
• Excellent communication and interpersonal skills
• Ability to build and maintain strong relationships with customers
• Problem‑solving and analytical skills
• Strong project management and organizational skills
• Passion for customer success and driving value
• Ability to confidently present to, and engage with, customer executives

What you’ll be doing

• Customer Relationship Management: Build and maintain strong, mid‑market financial services customer relationships, acting as a trusted advisor. Develop strategies for multi‑threaded partnerships, including executive connections.
• Driving Adoption: Create and execute strategic adoption plans. Provide training and support to ensure full platform utilization. Monitor usage and address adoption challenges.
• Focus on Value Attainment: Collaborate with financial services customers to define outcomes and KPIs. Track success metrics and identify upselling opportunities.
• Renewal Management: Maintain accurate renewal forecasts. Develop renewal strategies, conduct health checks, and negotiate terms. Explore upselling opportunities and manage risks.
• Product Knowledge: Possess expert knowledge of the Seismic Enablement Cloud. Provide guidance on advanced features and align development with customer goals.
• Internal Collaboration: Work closely with other departments (e.g., sales, services, support, product, engineering) to ensure customer satisfaction.

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Seismic is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, age, race, religion, or any other classification which is protected by applicable law.

Seismic’s annual base salary range for this position will vary based on applicant’s location, experience, job level, skills, and abilities as well as internal equity and alignment market data. The range listed below is the minimum to the maximum of our target hiring range.

Seismic’s salary range for this position is: $70,400 USD - $96,700 USD

This position is also eligible to participate in Seismic’s incentive plans in addition to base salary. The actual incentive amount will vary and will be subject to the terms and conditions set in the applicable incentive plan.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.