Principal Customer Success Executive - Financial Services
Principal Customer Success Executive - Financial Services

Principal Customer Success Executive - Financial Services

Surrey Full-Time 54000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead post-sales activities and drive customer success in financial services.
  • Company: ServiceNow is a leading enterprise software company focused on digital transformation.
  • Benefits: Enjoy flexible work options, a collaborative culture, and opportunities for professional growth.
  • Why this job: Be a trusted advisor to C-level executives and make a real impact on business transformations.
  • Qualifications: 15+ years in management consulting or strategic advisory with expertise in SaaS transformations.
  • Other info: This role offers a chance to innovate and drive change in a dynamic environment.

The predicted salary is between 54000 - 84000 £ per year.

The Customer Success Executive is accountable for the strategic leadership and execution of post-sales activities within our most valuable accounts. This position plays a crucial role in driving ServiceNows long-term value by accelerating customers journey to success ensuring predictable renewals and maximizing the impact of ServiceNow across their business transformation initiatives.As a trusted advisor youll partner with C-level executives guide seamless delivery of business transformation and foster collaboration with ServiceNows teams and strategic partners.What You Get to Do in This Role:Drive Post-Sales Success: Own and lead the customers post-sales transformation aligning ServiceNows offerings to customer goals and bringing relevant industry thought-leadership to the table. Foster strong relationships with C-Level executives to deliver on business outcomes.Collaborate Strategically: Partner with Account Executives to create and execute integrated pre- and post-sales strategies delivering long-term value for both the customer and ServiceNow. Leverage the right resources at the right time to ensure success.Mitigate Risks and Drive Value: Proactively identify potential risks to success and work with the customer and internal teams to develop strategies to overcome them ensuring a smooth path toward value realization.Focus on Key Performance Indicators (KPIs): Guide and inspire the Customer Success team to meet critical operational KPIsadoption technical health renewals customer satisfaction and expansion. Work closely with customers to align their roadmap and drive new revenue opportunities.Foster Strategic Alignment: Build relationships with ServiceNow leaders and consistently incorporate customer feedback to drive continuous improvement. Align business transformation insights with organizational goals to ensure long-term success.Advocate for Innovation and Continuous Learning: As a strategic thought leader drive innovative solutions for our customers always looking for opportunities to help them achieve their long-term goals. Foster a culture of agility and calculated risk-taking within the team.Set Success Metrics and Milestones: Establish clear measurable success metrics with the customer and regularly review progress. Refine business transformation plans as needed to ensure milestones are met and value is realizedQualifications : Ideal Candidate:We are seeking a highly experienced professional with a strong background in enterprise-level SaaS transformation and strategic advisory to guide our customers in their digital transformation journey. The ideal candidate will have deep expertise in technology-enabled business transformations coupled with a proven ability to advise at the executive level.Key Requirements:AI Integration & Thought Leadership: Experience leveraging AI to enhance work processes decision-making and problem-solving including AI-powered automation workflow optimization and data-driven insightsEnterprise SaaS Transformation & Strategic Advisory: Extensive experience leading large-scale digital transformations within SaaS or enterprise software environments in the financial services sector.C-Level Presence & Relationship Management: Proven ability to engage influence and build lasting relationships with senior executives including within some of the worlds largest enterprises..Leadership Expertise: A minimum of 15 years in management consulting solution consulting or a leadership role at a top-tier consulting firm with a strong track record of exceeding business objectives.Strategic Account Management: Demonstrated success in leading high-impact customer success or consulting teams and managing complex strategic accounts.Business Acumen & Problem-Solving: Ability to identify analyze and solve complex business challenges while aligning technology solutions with customer objectives.Cross-Functional Leadership: Strong experience working across multiple departments driving alignment and managing stakeholders in large matrixed organizations.Adaptability & Change Management: Ability to navigate dynamic environments adjusting strategies to meet evolving customer and business needs.Operational & Execution Excellence: Skilled at designing and implementing scalable repeatable processes while maintaining a hands-on approach to drive successful execution.Collaboration & Communication: Exceptional ability to communicate complex ideas clearly foster collaboration across teams and influence stakeholders at all levels.Customer-Centric Mindset: Deep understanding of customer challenges needs and motivations with a focus on delivering value-driven solutions and ensuring long-term success.This role is ideal for a seasoned strategic advisor who thrives in high-impact environments and has the expertise to guide enterprise customers through digital transformation at scale.Additional Information : Work PersonasWe approach our distributed world of work with flexibility and trust. Work personas (flexible remote or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. Learn more here.Equal Opportunity EmployerServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color creed religion sex sexual orientation national origin or nationality ancestry age disability gender identity or expression marital status veteran status or any other category protected by addition all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. AccommodationsWe strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process or are unable to use this online application and need an alternative method to apply please contact for assistance. Export Control RegulationsFor positions requiring access to controlled technology subject to export control regulations including the U.S. Export Administration Regulations (EAR) ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. 2024 Fortune Media IP Limited. All rights reserved. Used under license. Remote Work : NoEmployment Type : Full-time Key Skills Electro Mechanical,Instrument Maintenance,Adobe Dreamweaver,Document Control Management,E-Commerce Experience: years Vacancy: 1

Principal Customer Success Executive - Financial Services employer: Dr Jobs

ServiceNow is an exceptional employer that prioritises employee growth and innovation, particularly in the dynamic field of financial services. With a strong focus on collaboration and strategic alignment, employees are empowered to drive meaningful change while enjoying a flexible work culture that fosters continuous learning and development. The opportunity to engage with C-level executives and lead transformative initiatives ensures that every team member can make a significant impact on both customer success and their own professional journey.
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Contact Detail:

Dr Jobs Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Principal Customer Success Executive - Financial Services

✨Tip Number 1

Familiarise yourself with the latest trends in AI integration and digital transformation, especially within the financial services sector. This knowledge will help you engage effectively with C-level executives and demonstrate your thought leadership during discussions.

✨Tip Number 2

Network strategically with professionals in the SaaS and consulting industries. Attend relevant conferences or webinars to connect with potential colleagues and learn about their experiences, which can provide insights into the role and company culture.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully managed complex strategic accounts in the past. Highlight your ability to drive value and mitigate risks, as these are key aspects of the Principal Customer Success Executive role.

✨Tip Number 4

Showcase your adaptability and change management skills by sharing stories of how you've navigated dynamic environments. This will resonate well with the expectations for this position, where agility is crucial for success.

We think you need these skills to ace Principal Customer Success Executive - Financial Services

AI Integration
Enterprise SaaS Transformation
Strategic Advisory
C-Level Relationship Management
Leadership Expertise
Strategic Account Management
Business Acumen
Problem-Solving Skills
Cross-Functional Leadership
Adaptability
Change Management
Operational Excellence
Collaboration Skills
Communication Skills
Customer-Centric Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in enterprise-level SaaS transformation and strategic advisory. Use specific examples that demonstrate your ability to engage with C-level executives and lead digital transformations.

Craft a Compelling Cover Letter: In your cover letter, emphasise your leadership expertise and how you have successfully driven customer success in previous roles. Mention your understanding of the financial services sector and how you can bring value to ServiceNow.

Showcase Relevant Skills: Clearly outline your skills related to AI integration, strategic account management, and problem-solving. Use bullet points to make these stand out and ensure they align with the key requirements listed in the job description.

Prepare for Potential Questions: Anticipate questions related to your experience with cross-functional leadership and adaptability in dynamic environments. Be ready to provide examples of how you've navigated challenges and delivered results in past roles.

How to prepare for a job interview at Dr Jobs

✨Showcase Your Strategic Thinking

As a Principal Customer Success Executive, you'll need to demonstrate your ability to think strategically. Prepare examples of how you've successfully aligned customer goals with business outcomes in previous roles, especially in the financial services sector.

✨Highlight Your C-Level Engagement Skills

This role requires strong relationships with C-level executives. Be ready to discuss your experience in building and maintaining these relationships, and how you've influenced decision-making at the highest levels.

✨Demonstrate Your Problem-Solving Abilities

Prepare to discuss complex business challenges you've faced and how you resolved them. Use specific examples that showcase your analytical skills and ability to align technology solutions with customer objectives.

✨Emphasise Your Adaptability

In a dynamic environment, adaptability is key. Share instances where you've successfully navigated change and adjusted strategies to meet evolving customer needs, highlighting your operational excellence and hands-on approach.

Principal Customer Success Executive - Financial Services
Dr Jobs
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  • Principal Customer Success Executive - Financial Services

    Surrey
    Full-Time
    54000 - 84000 £ / year (est.)

    Application deadline: 2027-08-24

  • D

    Dr Jobs

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