Senior CSM - Financial Services (Hybrid Boston)

recruiterboom; Boston (MA); Hybrid; USD 130,000 - 150,000; Full time

Job summary

A dynamic SaaS company in Boston is seeking a Senior Customer Success Manager to lead initiatives in Financial Services and Consulting. This role involves ensuring account renewal and expansion, training clients, and collaborating with sales teams. Ideal candidates have 3+ years in customer success, excellent communication abilities, and familiarity with Salesforce.com. The position offers a competitive salary between $130-$150k and requires hybrid work at the Boston office.

Qualifications

• 3+ years of Customer Success Experience in Financial Services, Banking, or Consulting.
• Experience creating and managing executive relationships.
• Excellent virtual and in-person communication and presentation skills.

Responsibilities

• Be responsible for the success of Financial Services, Banking, & Consulting customers.
• Plan to identify top growth and risk accounts.
• Run plays to reduce churn/downsell liability among customer accounts.

Skills

Customer Success Experience

Communication skills

Presentation skills

Relationship building

Salesforce.com

Tools

Salesforce.com

Job description

A dynamic SaaS company in Boston is seeking a Senior Customer Success Manager to lead initiatives in Financial Services and Consulting. This role involves ensuring account renewal and expansion, training clients, and collaborating with sales teams. Ideal candidates have 3+ years in customer success, excellent communication abilities, and familiarity with Salesforce.com. The position offers a competitive salary between $130-$150k and requires hybrid work at the Boston office.