Customer Success Manager, Senior Manager - FinTech/ Regulated Markets

Customer Success Manager, Senior Manager - FinTech/ Regulated Markets

Full-Time 63000 - 77000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Be the go-to person for top clients, ensuring they get the most from Salesforce.
  • Company: Join Salesforce, the leading AI CRM company transforming customer success.
  • Benefits: Enjoy flexible work, competitive pay, and a supportive environment for growth.
  • Other info: Collaborate with diverse teams and enjoy opportunities for career advancement.
  • Why this job: Make a real impact by helping businesses thrive with innovative tech solutions.
  • Qualifications: 8+ years in customer success or tech consulting, with strong communication skills.

The predicted salary is between 63000 - 77000 £ per year.

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword - it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce’s largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer’s business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment.

The Customer Success Manager maintains awareness of the customer’s key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events.

Your Impact

  • Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, 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.
    • Communicating the value of Signature Success.
    • Being accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success.
    • Acting as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues.

Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.

Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer’s need.

Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs.

Minimum Skills

  • Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture.
  • Exceptional English 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 analyzing technical concepts, translating them into business terms, and 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 the resolution or disposition of customer needs or projects.

Distinct product portfolio: Industry Knowledge: Current Experience working in the Financial&Regulated/HLS industry.

Product-Specific Requirements: Core Clouds (Sales Cloud & Service Cloud): Familiarity with Sales and Service capabilities, including pipeline management, forecasting, case management, and omni-channel service delivery. Understanding of how enterprise sales and service teams operate and derive value from CRM platforms. Experience guiding customers through Sales and Service adoption, optimization, and expansion.

Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus (Administrator, Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required.

Experience will be evaluated based on the strengths you’ll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).

Please note: This position requires the flexibility to travel to the London office 3 days a week.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.

Customer Success Manager, Senior Manager - FinTech/ Regulated Markets employer: 428 Salesforce UK Limited

Salesforce UK Limited is an exceptional employer that champions innovation and operational excellence within a vibrant and inclusive culture. As an AVP in Insurance & Wealth Management, you will not only lead a dynamic team but also have access to extensive employee growth opportunities and a supportive environment that values your contributions. Located in the UKI region, Salesforce offers a unique chance to be part of a market leader while enjoying a collaborative atmosphere that prioritises customer loyalty and retention.

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Contact Details:

428 Salesforce UK Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Customer Success Manager, Senior Manager - FinTech/ Regulated Markets

Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at 428 Salesforce UK Limited. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like 428 Salesforce UK Limited before they even post them.

Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace Customer Success Manager, Senior Manager - FinTech/ Regulated Markets

Customer Success Management
Technical Customer Success
SaaS Platform Expertise
Technology Consulting
Technical and Solutions Architecture
Exceptional Communication Skills
Stakeholder Relationship Management

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to 428 Salesforce UK Limited:Your cover letter is your chance to shine! Tell us why you want to work at 428 Salesforce UK Limited specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at 428 Salesforce UK Limited!

How to prepare for a job interview at 428 Salesforce UK Limited

Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.