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- Tasks: Manage customer relationships and ensure successful integration of automation solutions.
- Company: Join Salesforce, a leader in AI, data, and CRM, driving business transformation.
- Benefits: Enjoy flexible office options, career growth opportunities, and a supportive work culture.
- Why this job: Be a key player in helping customers achieve their goals while making a positive impact.
- Qualifications: 8+ years in customer success or tech roles, preferably in Financial Services or Insurance.
- Other info: Office-flexible role; work in London three days a week.
The predicted salary is between 43200 - 72000 £ per year.
Customer Success Manager, Integration/ Automation Solutions – FinServ/Insurance
Join to apply for the Customer Success Manager, Integration/ Automation Solutions – FinServ/Insurance role at Greg\’s List – DC
Customer Success Manager, Integration/ Automation Solutions – FinServ/Insurance
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Join to apply for the Customer Success Manager, Integration/ Automation Solutions – FinServ/Insurance role at Greg\’s List – DC
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Job Category
Customer Success
Job Details
About Salesforce
Were Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good youve come to the right place.
For our customers who wish to get the most value out of MuleSoft with an enterprise experience and the fastest support delivered by our most skilled experts, they purchase our Signature Success Plan. Signature drives the right insights and people at the right time – which can make all the difference. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile.
The Customer Success Manager serves as a named resource and partner for the MuleSoft Signature customer organisations. They orchestrate all deliverables their customer is entitled to, including coordinating the day-to-day customer Signature experience from onboarding through signature contract renewal and growth opportunities. They develop deep relationships with their customers team members to improve implementation health. This role will also partner across MuleSoft to provide a unified Signature experience for their customers.
The MuleSoft Customer Success Manager in the Northern European operating unit supports our Dutch and Benelux Signature customers. Strong problem-solving abilities are necessary for navigating their challenges and finding innovative solutions.
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 customers IT and business executive leadership, sponsors, and decision-makers within customer organisations that have purchased Signature.
- Help your customers achieve their business goals and outcomes on the MuleSoft platform by:
- Coordinating the completion of the Signature Success catalog of services as required for your customer.
- Providing timely, proactive MuleSoft 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 MuleSofts 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 customers can 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, depending on the customers need.
Minimum Requirements
- Experience within the Financial Services or Insurance sector either as a customer, partner or vendor is favourable for this role.
- Minimum of 8 years of work experience in one or more of the following: Technical Customer Success, MuleSoft or iPaaS platform use, project leadership, technology solutions development, technical solutions, and/or solutions architecture. Experience with MuleSoft and/or a relevant competing platform.
- 4+ years experience in management consulting services
- Excellent communication and presentation skills, with demonstrated ability to communicate and influence effectively at all levels of the organisation, including executive and C-level.
- Skills for analysing 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.
Note: This is an office-flexible role. The expectation is to be in-office in London three days a week.
Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the 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 thats inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
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Customer Success Manager, Integration/ Automation Solutions - FinServ/Insurance employer: Greg's List - DC
Contact Detail:
Greg's List - DC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager, Integration/ Automation Solutions - FinServ/Insurance
✨Tip Number 1
Familiarise yourself with MuleSoft and its features, especially those relevant to the Financial Services and Insurance sectors. Understanding how these solutions can drive customer success will help you engage effectively during interviews.
✨Tip Number 2
Network with current or former Customer Success Managers in similar roles. They can provide insights into the day-to-day responsibilities and challenges, which will prepare you for discussions about your potential contributions.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed customer relationships and driven business outcomes in previous roles. Tailoring your experiences to align with the job description will demonstrate your fit for the position.
✨Tip Number 4
Research Greg's List and their approach to customer success. Understanding their values and mission will allow you to articulate how you can contribute to their goals, making you a more compelling candidate.
We think you need these skills to ace Customer Success Manager, Integration/ Automation Solutions - FinServ/Insurance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer success, particularly within the Financial Services or Insurance sectors. Emphasise your problem-solving skills and any experience with technical solutions or platforms like MuleSoft.
Craft a Compelling Cover Letter: In your cover letter, express your passion for customer success and how your background aligns with the role. Mention specific achievements that demonstrate your ability to cultivate stakeholder relationships and drive business outcomes.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively communicated complex technical concepts to non-technical stakeholders. This could be through past projects or presentations.
Highlight Relevant Experience: Detail your experience in management consulting services and any leadership roles you've held. Be specific about your contributions to cross-functional teams and how you facilitated the resolution of customer needs or projects.
How to prepare for a job interview at Greg's List - DC
✨Understand the Role
Make sure you have a solid grasp of what a Customer Success Manager does, especially in the context of Integration and Automation Solutions. Familiarise yourself with MuleSoft and its features, as well as the specific needs of the Financial Services and Insurance sectors.
✨Showcase Your Experience
Prepare to discuss your relevant experience in Technical Customer Success and project leadership. Highlight any specific instances where you've successfully managed customer relationships or resolved complex issues, particularly in a technical environment.
✨Communicate Effectively
Practice explaining complex technical concepts in simple terms. You’ll need to demonstrate your ability to communicate with both technical teams and business executives, so be ready to provide examples of how you've done this in the past.
✨Prepare Questions
Have insightful questions ready for your interviewers. This shows your interest in the role and helps you understand how you can contribute to the company’s success. Ask about their current challenges in customer success and how they measure success in this role.
