Customer Success Manager, Senior Manager - Financial Services jobs in United States
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griddable.io · 18 hours ago

Customer Success Manager, Senior Manager - Financial Services

Griddable.io is a company that focuses on delivering support and expertise for Salesforce customers through their Signature Success Plan. The Customer Success Manager, Senior Manager will act as a trusted advisor for customer organizations, helping them maximize their Salesforce investment by improving their operational health and managing major incidents.

AnalyticsBig DataCloud Data ServicesData IntegrationInformation TechnologySaaSSoftware

Responsibilities

Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, and renewal, and expansion
Cultivate and maintain stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature
Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer. Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer. Acting as an advisor to your customers for the adoption of new features of Salesforce’s annual release schedules and identifying potential challenges and risks to your customer's implementation
Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success
Act as an advocate for customers during the triage and resolution of high severity cases to assist with the timely resolution of these issues
The CSM may be required for occasional travel to customer sites and may need to be available for some after-hour or weekend coverage depending on the customer’s need

Qualification

Salesforce CRMSalesforce CertificationsTechnical Customer SuccessFinancial Services experienceSaaS platform experienceTechnicalSolutions ArchitectureCommunication skillsSoftware development knowledgeCloud data platformsAI toolsProject leadershipCross-functional team leadership

Required

Minimum of 8 years work experience in one or more of the following: Technical Customer Success, Salesforce CRM, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture
Experience with Salesforce Sales Cloud and/or Service Cloud, and/or relevant competing platforms
Salesforce Certifications (AI Specialist, Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Data Cloud Consultant)
4+ years of experience in management consulting services
Experience within the Financial Services industry
Experience working with Enterprise-level customers
Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level
Skills for both analyzing technical concepts and translating them into business terms and for mapping business requirements into technical features
Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners
Knowledge of software development process and design methodologies
Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or projects

Preferred

Knowledge of modern cloud data platforms (Snowflake, Databricks, BigQuery, RedShift) and AI tools (Python, R, Jupyter)
Passion for helping customers drive business outcomes through AI, automation, and data
Previous experience working with enterprise customers and scaling innovation initiatives

Company

griddable.io

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Griddable.io is a San Jose, CA based SaaS startup that closed Series A funding in 2017 from August Capital, Artiman Ventures, and Carsten Thoma, founding CEO of Hybris (acquired by SAP).

Funding

Current Stage
Early Stage
Total Funding
$8M
2019-01-28Acquired
2018-02-28Series A· $8M

Leadership Team

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Burton Hipp
VP of Engineering/Founder
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Company data provided by crunchbase