Guides Salesforce customers from business goals to platform adoption, translating product capabilities, updates, and risks into practical value with IT and executive stakeholders.
About this role
The Customer Success Manager partners with financial-services customers to help them realize business value from Salesforce and advance their transformation goals. The role connects customer strategy and executive relationships with Salesforce’s account team, focusing on customer satisfaction, retention, and account growth. Using Salesforce’s Customer Success Methodology, the manager works with customer executives to understand objectives and capabilities, shape recommendations, and connect Salesforce products and services to business needs. Responsibilities include building C-level relationships, coordinating with account teams and Salesforce executives, explaining relevant platform capabilities, identifying risks to customer goals, and developing mitigation plans or escalating issues. The role also advocates for customers by bringing industry practices and product, platform, and service needs into Salesforce’s ongoing evolution.
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