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As a Customer Success Manager ~ Financial Services (CSM), you will play a pivotal role in ensuring the long-term success and satisfaction of our mid-market, financial services customers. Your primary responsibility will be to work closely with customers to understand their unique needs, identify opportunities for growth, and drive value attainment. You will act as a trusted advisor, building and maintaining strong relationships with customers, and developing strategies to create multi-threaded partnerships between Seismic and our customers, inclusive of executive connections.
Job Responsibility:
Customer Relationship Management: Build and maintain strong, mid-market financial services customer relationships, acting as a trusted advisor. Develop strategies for multi-threaded partnerships, including executive connections
Driving Adoption: Create and execute strategic adoption plans. Provide training and support to ensure full platform utilization. Monitor usage and address adoption challenges
Focus on Value Attainment: Collaborate with financial services customers to define outcomes and KPIs. Track success metrics and identify upselling opportunities
Renewal Management: Maintain accurate renewal forecasts. Develop renewal strategies, conduct health checks, and negotiate terms. Explore upselling opportunities and manage risks
Product Knowledge: Possess expert knowledge of the Seismic Enablement Cloud. Provide guidance on advanced features and align development with customer goals
Internal Collaboration: Work closely with other departments (e.g., sales, services, support, product, engineering) to ensure customer satisfaction
Requirements:
Bachelor’s Degree in Business Administration, Engineering, Computer Sciences or equivalent work experience
Advanced proficiency with the Microsoft Office Suite
Strong understanding of the SaaS industry and customer success principles
Excellent communication and interpersonal skills
Ability to build and maintain strong relationships with customers
Problem-solving and analytical skills
Strong project management and organizational skills
Passion for customer success and driving value
Ability to confidently present to, and engage with, customer executives