Salesforce
Financial Services
Director,CustomerSuccessManagement,FinancialServices(PeopleManager)
“Director, Customer Success Management, Financial Services (People Manager) at Salesforce. Skills: Customer Success Management, People Management, Financial Services Industry. Lead team of 10+ CSMs. Foster growth and excellence”
What You'll Achieve.
Accelerate business value; Achieve business value faster; Increase customer value; Increase customer retention; Increase customer satisfaction; Expand Salesforce footprint
Industry & Context.
Critical thinking; Use data and insights
What They're Looking For.
Must Have
10+ years in financial industry, 7+ years leadership experience, Direct customer success experience, Direct team management experience
Nice to Have
Native Japanese proficiency, Familiarity with Salesforce products, Familiarity with Salesforce services, Familiarity with industry landscape
What You'll Do.
Lead team of 10+ CSMs
Foster growth and excellence
Enhance coverage for customer executives
Address customer blocking issues
Resolve customer blocking issues
Execute Signature Success Plan renewals
Work with peers on capacity planning
Align customer allocations
Manage team-based allocations
Synchronize additional cloud resources
Partner with recruiting teams
Orchestrate talent acquisition events
Collaborate on talent retention strategies
Stay informed on market trends
Communicate insights to OU leaders
Monitor key performance indicators
Manage delivery metrics
Ensure consistent progress
Ensure consistent results
Organize 1:1 meetings
Organize coaching sessions
Support members' careers
Lead cultivation of D&I culture
Create inclusive workplace
Create inspiring workplace
Collaborate with global stakeholders
How You'll Work.
Team & Collaboration
Align with Sales; Align with Renewals; Align with Success Plan Sellers; Work with peers; Collaborate with global stakeholders
Communication Scope
Excellent communication skills; Business-level English
Applying for this Director, Customer Success Management, Financial Services (People Manager) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Salesforce?
Real rants from real employees. Read before you apply.