Senior Customer Success Manager
$70,817–$94,679 year
On-siteNew York City, New York, United States or Denver, Colorado, United States
Job Summary
Lead proactive customer engagement initiatives by cultivating relationships with power users, delivering tailored training sessions, and analyzing Salesforce data to capture key attributes for renewal proposals. Drive user adoption and product usage growth through targeted campaigns, webinars, and one-on-one engagements while influencing product roadmaps with surfacing client feedback and market trends. Act as a knowledge resource across teams by sharing best practices, leading special projects, and partnering with Account Management and Sales to execute data-driven processes for global strategic accounts.
Required Qualifications
- Strong MS office (Word, Excel, PowerPoint) skills
- 3-5 years work experience
- Positive, proactive attitude and ability to work well in teams
- Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
- Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
- Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment
- Experience in a consultative sales or a client facing role (inside sales, prospecting, sales support, customer support) and in dealing with challenging situations
- Right to Work Requirements: This role is limited to persons with an indefinite right to work in the United States
- We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview
Desired Qualifications
- Bachelor's degree in Finance, Economics or related field preferred
- 3-5 years work experience in the financial services industry and/or in a sales/account management role
- Knowledge of CRM systems (such as Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms would be advantageous
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