Sr Director, Customer Success - Financial Services

Sas; Cary (NC); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Tuition assistance

Generous time off

Parental leave

Unlimited sick days

Childcare benefits

Onsite health center

Job summary

SAS is seeking a Senior Director, Customer Success – Financial Services to lead the CS strategy and execution for the Americas. This high-visibility role partners with Sales, Engineering, Product Management to deliver scalable, measurable outcomes for strategic financial services clients.

You will build a high-performing CS organization, manage senior client relationships, drive retention and growth, and establish dashboards to monitor health and value realization while fostering a

Qualifications

• Bachelor’s or Master’s degree preferred in Business, Marketing, CS or related field.
• Fifteen years of experience in customer or business-partner relationship management, or software sales/marketing.
• Nine years in leadership, including five in a regional management role.
• Proven success leading a customer success function within a global enterprise software org.
• Experience leading CS teams in SaaS, web-based services or cloud tech.
• Ability to design and implement cross-organizational programs improving ops and outcomes.

Responsibilities

• Define and execute the regional CS vision, strategy and operating model.
• Lead initiatives to increase adoption, retention, renewals and expansion in financial services.
• Forecast likely finishes and identify retention risks with mitigation plans.
• Build relationships with senior customer stakeholders and strategic clients.
• Partner with cross-functional leaders to deliver end-to-end customer outcomes.
• Lead and scale a CS org of CSMs and Renewal Specialists.
• Identify opportunities to deliver differentiated customer value and growth.
• Establish dashboards and reviews to track customer health and outcomes.

Skills

Customer Centricity

Strategic Planning

Leading Change

Relationship Building

Talent Development

Executive Communication

Business Acumen

Education

Bachelor’s or Master’s degree in Business, Marketing, Computer Science or related field

Job description

Senior Director, Customer Success – Financial Services- Hybrid/Remote, Cary NC/NYC/East Coast

We’re a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into intelligence and questions into answers.

If you’re looking for a dynamic, fulfilling career with flexibility and a world-class employee experience, you’ll find it here. We’re recognized around the world for our inclusive, meaningful culture and innovative technologies by organizations like Fast Company, Forbes, Newsweek and more.

About the job

The Customer Success organization is looking for a Senior Director, Customer Success – Financial Services to lead the customer success strategy and execution for the Americas financial services business. In this highly visible leadership role, you will build a forward-looking operating model that strengthens customer adoption, value realization, retention and growth.

You will lead and develop a high-performing customer success organization while partnering with Sales, Engineering, Technical Support, Product Management and other teams to create consistent, scalable experiences for customers and partners. You will also serve as a trusted executive partner to strategic financial services customers, ensuring that SAS solutions and services deliver meaningful and measurable business outcomes.

As a Senior Director, Customer Success – Financial Services, you will:

• Define and execute the regional customer success vision, strategy and operating model, aligned with company priorities and global customer success practices.
• Lead initiatives that increase customer adoption, value realization, retention,renewals and expansion across the financial services portfolio.
• Forecast Likely Finishes for the months, Quarters and Financial Year end,identifying retention risks and overseeing mitigation plans.
• Build trusted relationships with senior customer stakeholders, engaging directly with strategic clients to understand their priorities and strengthen long-term partnerships.
• Partner with Sales, Engineering, Technical Support, ProductManagement and other cross-functional leaders to improve customer outcomes and deliver a consistent end-to-end experience.
• Lead, develop and scale a high-performing customer success organization of CSMs and Renewal Specialists by attracting exceptional talent, building leadership capability and fostering an accountable, customer-first culture.
• Expand premium service offerings andidentify new opportunities to deliver differentiated customer value and sustainable revenue growth.
• Establish dashboards,metrics and operating reviews that provide visibility into customer health, business outcomes and opportunities for continuous improvement.
• You’re curious, passionate, authentic and accountable. These are our values and influence everything we do.

Required qualifications

• Bachelor’s or Master’s degree, preferably in Business, Marketing, Computer Science or a related field.
• Typically requires fifteen years of experience in customer or business-partner relationship management, or in the sales or marketing of software, hardware, related trainingproducts and/or services.
• Nine years of leadership experience, including five years in a formal regional management role.
• Demonstrated success leading and evolving a customer success function within a global enterprise software organization.
• Experience leading customer success teams in a complex SaaS, web-basedservices or cloud technology environment.
• Proven ability to design and implement complex, cross-organizational programs that improve operational effectiveness and customer outcomes.
• Strong analytical capability, including experience using reporting tools,dashboards and customer success metrics to inform decisions.
• Equivalent combination of related education, training and experience may be considered in place of the above qualifications.

Additional competencies, knowledge and skills

• Customer Centricity:Builds a deep understanding of customer priorities and aligns teams, services and solutions to create measurable value.
• Strategic Planning: Develops forward-looking strategies, operating models and priorities that support customer and business objectives.
• Leading Change: Creates clarity, builds commitment and guides teams and stakeholders through organizational and operational change.
• Relationship Building and Influencing: Establishes credibility with customers, executives and cross-functional partners to gain alignment and advance shared objectives.
• Talent Development: Attracts, develops and retains high-performing talent while building an inclusive, collaborative and accountable culture.
• Strong business acumen and understanding of the financial services industry and its evolving business and technology priorities.
• Executive-level communication and presentation skills, with the ability to translate complex information into clear recommendations and actions.

World-class benefits

Highlights include...

• Comprehensive medical, prescription, dental and vision plans.
• Medical plan options include:
  • PPO with low annual deductible and copays.
  • HDHP combined with a health savings account with a contribution from SAS (no access to on-site health care center).
• Onsite Health Care Center (HQ) that’s free to employees and family members enrolled in the PPO plan. There's a pharmacy too! Not local to HQ? The pharmacy will ship prescriptions for no additional charge!
• An industry-leading 401k plan.
• Tuition Assistance Program and programs and resources to support your development
• Generous time away including vacation time, a variety of paid holidays, and our much-loved U.S. Winter Wellness Break between December 25 and January 1.
• Volunteer Time Off, parental leave and unlimited paid sick days.
• Generous childcare benefits for all full-time employees.

You are welcome here.

At SAS, it’s not about fitting into our culture – it’s about adding to it. We believe our people make the difference. Our inclusive workforce brings together unique talents and inspires teams to create amazing software that reflects the diversity of our users and customers.

Additional Information

To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. SAS is an equal opportunity employer. All qualified applicants are considered for employment without regard to any characteristic protected by law. Read more: Know Your Rights.

Resumes may be considered in the order they are received. SAS employees performing certain job functions may require access to technology or software subject to export or import regulations. To comply with these regulations, SAS may obtain nationality or citizenship information from applicants for employment. SAS collects this information solely for trade law compliance purposes and does not use it to discriminate unfairly in the hiring process.