Senior Customer Success Manager

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

About the job Senior Customer Success Manager

Role: Senior Customer Success Manager, Financial Services & Consulting

Opportunity to join an exciting SaaS company!

We are hiring world class go to market professionals to join our journey in accelerating the growth of a highly profitable, $100m+ ARR business, that for the first time in its 20-year history is injecting Sales and Marketing on top of a strong product and fanatic customer base.

Position Description:

The Senior Customer Success Manager, Financial Services & Consulting will be responsible for the success of Financial Services, Banking, & Consulting customers by training, enabling, and delivering best practices. They will be the ultimate owner of their accounts renewal and expansion result and they will work closely with the Financial Services sales team, Revenue Operations, and Leadership to achieve this objective.

Their duties will include:

• Planning to identify top growth and risk accounts
• Running plays to support Account Executive expand growth accounts.
• Running plays to reduce churn/downsell liability among customer accounts.
• Hosting trainings and workshops specific to customers use cases.
• Running trial and proof of concepts for prospective customers or use cases.
• Identifying and demonstrating practical uses of software
• Learning customers problems and identifying tcs ability to solve them
• Sharing feedback with product and marketing teams
• Learning and utilizing tools provided
• Keeping systems up to date with relevant data (ex: opportunities in Salesforce)
• Other duties as assigned
• Exceeding goals and established metrics

Knowledge, Skills, & Experience

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

Compensation: $130-$150k

*Candidates must be able to work in a hybrid capacity in Boston office