Salesforce
Financial Services
CustomerSuccessManager,FinancialServices
“Customer Success Manager, Financial Services at Salesforce. Skills: Customer Success Methodology, relationship building, business value acceleration. Leveraging our Customer Success Methodology and partnering with customer executives to understand their objectives, assess their capabilities and prescribe recommendations to help them accelerate achievement of their business objectives and build a transformational vision. Focus on customer intimacy – deliver business impact and innovation to a cus”
What You'll Achieve.
accelerate business value and ROI from their investment with Salesforce; progress on their transformation journey; achieve business value faster; progress on their journey towards becoming a Customer Company; leverage Salesforce to transform their business; engage with their own customers in whole new ways; increased value, retention, customer satisfaction and ultimately expansion of the salesforce' s footprint
Industry & Context.
What You'll Do.
Leveraging our Customer Success Methodology and partnering with customer executives to understand their objectives
assess their capabilities and prescribe recommendations to help them accelerate achievement of their business objectives and build a transformational vision
Focus on customer intimacy – deliver business impact and innovation to a customer’s business by truly understanding our customers’ key business issues and opportunities
Build and nurture C-level relationships across accounts to solidify our partnership and commitment to the customer while penetrating the account deeper
Working collaboratively with the account team and Salesforce Execs
effectively network within accounts from the C-Level down
in order to help customers achieve their objectives
Evangelize the capabilities of Salesforce across all of our Clouds and Services
Develop a comprehensive understanding of typical business challenges faced by customers and common objectives to appropriately map Salesforce features and associated business benefits to address their needs
Identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan or escalate as needed
Serve as a customer advocate in driving industry best practices and the evolution of Salesforce product and platform functionality
courses and administrative services integral to the customer's success
How You'll Work.
Team & Collaboration
Working collaboratively with the account team and Salesforce Execs
Communication Scope
Ability to drive effective and influencing conversations at the C-level; facilitate difficult discussions; Ability to quickly grasp and distinctly explain technological and business concepts.
Process & Methodology
Experience as a project manager at consulting firms, systems integrators, or IT vendors.
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