Customer Success Manager / Senior Manager (Financial Services)

Join Salesforce as a Customer Success Manager, Senior Manager in the Financial Services sector. In this strategic role, you will drive business impact for our complex, multi-org Signature customers. You will be the primary strategic partner, focusing on the customer's business goals and ensuring the seamless delivery of all necessary deliverables. You will also engage with clients based on calculated ROI, manage complex programs, mobilize resources, and integrate business value into the customer experience. Additionally, you will cultivate relationships with customer leadership, navigate organizational dynamics, and advocate for the customer within Salesforce.

• Act as a primary strategic partner for complex, multi-org Signature customers, focusing on their business goals to improve adoption and technical health.
• Effectively own the Signature experience across complex customers, organizing information across multiple work streams and integrating customer priorities into comprehensive success plans.
• Cultivate and maintain relationships with customer IT and business executive leadership, demonstrating a genuine commitment to customer goals and building deep rapport.

• 8+ years of relevant industry expertise in Customer Success, SaaS platform use, or related strategic consulting fields
• Exceptional communication and presentation skills with a demonstrated ability to influence effectively at all levels, including executive and C-level
• Ability to clarify the roles and responsibilities of collaborators and serve as the central resource, ensuring clear technical and business alignment
• Ability to handle objections, navigate complicated discussions, and drive alignment. Must demonstrate persistence in the face of adversity and disappointment
• Experience within Financial Services
• Experience with Salesforce Sales Cloud and/or Service Cloud, and/or relevant competing platforms
• Salesforce Certifications (AI Specialist, Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Data Cloud Consultant)
• Passion for helping customers drive business outcomes through AI, automation, and data
• Previous experience working with enterprise customers and scaling innovation initiatives