Salesforce

2 weeks ago

Customer Success Manager, Financial Service

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 day agoStatus: Live

Job Summary

Partner with financial industry customers to accelerate business value and ROI from Salesforce. Build and maintain C-level relationships, understand objectives and capabilities, and prescribe recommendations using Salesforce’s Customer Success methodology. Drive account penetration, identify risks, and help customers progress through their transformation journey—while evangelizing Salesforce capabilities across Clouds and Services to increase retention, satisfaction, and expansion.

Location: Tokyo

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Use Salesforce Customer Success methodology to partner with customer executives and prescribe recommendations to accelerate achievement of business objectives.
•Deliver customer intimacy by understanding key issues and opportunities and driving business impact and innovation.
•Build and nurture C-level relationships across accounts, penetrating deeper while solidifying partnership and commitment.
•Collaborate with the account team and Salesforce executives to network across account stakeholders and help customers achieve objectives.
•Evangelize Salesforce capabilities across Clouds and Services, map features to business benefits, and identify risks with mitigation plans or escalations as needed.

Key Requirements

•15+ years of experience in the financial industry (e.g., banks, securities firms, credit card companies, or insurance) or experience engaging clients in the financial industry as a consultant or systems integrator.
•Experience as a project manager at consulting firms, systems integrators, or IT vendors.
•Ability to build strong relationships with customer executives and navigate customer organizational structures to identify key stakeholders.
•Experience as a trusted advisor providing business value, excelling in at least two areas such as industry knowledge, technical expertise, or consulting skills.
•Ability to drive effective, influencing C-level conversations, facilitate difficult discussions, handle objections, and explain technological and business concepts.

Experience:15+ yearsFinancial servicesConsultingSystems integration

Skills:Relationship buildingInfluencingCommunicationRisk managementCustomer advocacy

Languages:English

Tech Stack:SalesforceAgentforce

Company Brief

Salesforce

Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.

Industry: SaaS

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 1999

Glassdoor: 4.1

Website LinkedIn Glassdoor

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Salesforce

2 weeks ago

Customer Success Manager, Financial Service

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 day agoStatus: Live

Job Summary

Location: Tokyo

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Use Salesforce Customer Success methodology to partner with customer executives and prescribe recommendations to accelerate achievement of business objectives.
•Deliver customer intimacy by understanding key issues and opportunities and driving business impact and innovation.
•Build and nurture C-level relationships across accounts, penetrating deeper while solidifying partnership and commitment.
•Collaborate with the account team and Salesforce executives to network across account stakeholders and help customers achieve objectives.
•Evangelize Salesforce capabilities across Clouds and Services, map features to business benefits, and identify risks with mitigation plans or escalations as needed.

Key Requirements

•15+ years of experience in the financial industry (e.g., banks, securities firms, credit card companies, or insurance) or experience engaging clients in the financial industry as a consultant or systems integrator.
•Experience as a project manager at consulting firms, systems integrators, or IT vendors.
•Ability to build strong relationships with customer executives and navigate customer organizational structures to identify key stakeholders.
•Experience as a trusted advisor providing business value, excelling in at least two areas such as industry knowledge, technical expertise, or consulting skills.
•Ability to drive effective, influencing C-level conversations, facilitate difficult discussions, handle objections, and explain technological and business concepts.

Experience:15+ yearsFinancial servicesConsultingSystems integration

Skills:Relationship buildingInfluencingCommunicationRisk managementCustomer advocacy

Languages:English

Tech Stack:SalesforceAgentforce

Company Brief

Salesforce

Industry: SaaS

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 1999

Glassdoor: 4.1

Website LinkedIn Glassdoor