Financial Services Salesforce Success Manager
Salesforce, Inc.
Support financial services customers through Salesforce adoption, platform guidance, and strategic advisory as a Customer Success Manager. The office-flexible schedule includes at least three in-office days weekly.This individual contributor role serves high-value Signature Success Plan customers across banking, insurance, wealth management, and related organizations. You will connect Salesforce capabilities with regulatory, transformation, and customer outcome priorities. Success requires business consulting, technical communication, and trusted executive relationships.Key Responsibilities:
Advise financial services customers on Salesforce platform prioritiesBuild relationships with business, technical, and executive stakeholdersConduct enablement sessions for opportunity and case managementReview feature usage and recommend adoption improvementsIdentify underused entitlements and align features with prioritiesRequirements:
Customer Success, Salesforce, SaaS, or related experienceThree-plus years of relevant industry expertise preferredFinancial services industry knowledge;
Financial Services Cloud preferredAbility to translate technical concepts into business termsWorking knowledge of Sales Cloud and Service Cloud featuresBring financial services insight, consulting skills, and Salesforce expertise to strengthen adoption and customer outcomes through Signature Success.
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Advise financial services customers on Salesforce platform prioritiesBuild relationships with business, technical, and executive stakeholdersConduct enablement sessions for opportunity and case managementReview feature usage and recommend adoption improvementsIdentify underused entitlements and align features with prioritiesRequirements:
Customer Success, Salesforce, SaaS, or related experienceThree-plus years of relevant industry expertise preferredFinancial services industry knowledge;
Financial Services Cloud preferredAbility to translate technical concepts into business termsWorking knowledge of Sales Cloud and Service Cloud featuresBring financial services insight, consulting skills, and Salesforce expertise to strengthen adoption and customer outcomes through Signature Success.
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Vacancy posted 3 hours ago
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