Senior Customer Success Manager II ~ Financial Services

Seismic; San Diego (CA); Hybrid; USD 107,000 - 147,000; Full time

Job summary

Seismic is seeking a Senior Customer Success Manager II to drive product adoption in the financial services sector. The role requires building strong relationships with C-level executives, conducting business reviews, and managing client success metrics. Candidates should possess a Bachelor's degree, extensive customer-facing experience, and exceptional communication skills. The position offers an annual salary ranging from $107,000 to $147,000, plus incentives. Located in San Diego, this role is integral to ensuring client satisfaction and retention.

Qualifications

• 5+ years of customer-facing experience in the financial services industry.
• Ability to translate business requirements into business solutions.
• Proven track record of driving customer transformation programs.

Responsibilities

• Drive the successful adoption of multiple use cases across the organization.
• Form strategic relationships with key stakeholders.
• Conduct regular business review meetings with key accounts.
• Act as the voice of the customer for product enhancements.
• Track client sentiment and key milestones in Salesforce and Gainsight.

Skills

Customer-facing experience

Relationship building

Excellent communication skills

Presentation skills

Problem-solving skills

Advanced proficiency with Microsoft Office Suite

Education

Bachelor's Degree or equivalent related experience

Tools

Salesforce

Gainsight

Job description

Senior Customer Success Manager II ~ Financial Services

Overview

The Customer Success Manager's primary responsibility is to drive product adoption, highlight best practices and ensure client retention within Seismic’s client base. You will serve as the primary point of contact throughout the lifecycle of his/her assigned accounts, establishing regular cadence, conducting business reviews and tracking success metrics. You will serve as the customer’s internal champion acting as the main point of contact for escalation of issues, product enhancement requests and driving attendance to Seismic’s webinars and client events. Successful candidates must be comfortable engaging and developing trusted advisor relationships with C-level executives and cross-organizational teams tied to the client’s Sales Enablement strategy. Candidates must also be excited about partnering with our clients to drive the value of Seismic while helping to achieve business goals.

Who you are

• Bachelor’s Degree or equivalent related experience
• Customer-facing experience, relationship building, and driving customer transformation programs in the financial services industry.
• Excellent communication, presentation, and problem-solving skills
• Ability to translate business requirements into business solutions.
• Advanced proficiency with the Microsoft Office Suite

What you’ll be doing

• Drive the successful adoption of multiple use cases across the organization, helping the customer quantify the business value of the partnership
• Form strategic relationships with key stakeholders to understand customer objectives to develop strategic roadmaps and uncover expansion opportunities
• Conduct regular business review meetings with key accounts
• Act as the voice of the customer and drive requested enhancements with the product management and development teams
• Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes
• Ensure account transparency by tracking client sentiment and key milestones in Salesforce and Gainsight
• Partner with customer-facing account teams and executives to develop a strategic plan to help customers achieve their business objectives and to execute on upsell and cross-sell opportunities
• Anticipate client risks and strategize ways to help mitigate churn
• Manage the customer contract renewal process and maintain a renewal forecast
• You love engaging and developing trusted advisor relationships with C-level executives and cross-organizational teams
• Fast-paced environments and shifting priorities excite you
• Client satisfaction is of the utmost importance to you

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.

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.

We are committed to fair and equitable compensation practices.

Seismic’s annual base salary range for this position is: $107,000 USD - $147,000 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.