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Financial Services Customer Success Manager II

Percolate

Percolate

Accounting & Finance, Customer Service, Sales & Business Development
United States · Remote
Posted on Feb 28, 2025

About Us:

Please be aware we have noticed an increase in hiring scams potentially targeting Seismic candidates. Read our full statement on our Careers page.

Seismic, a rapidly growing Forbes Cloud 100 company, is the global leader in enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement CloudTM provides continuous guidance to improve behavior, content, and skills to win more deals and deliver better experiences. More than 2,200 organizations around the globe including IBM and American Express have made Seismic their enablement platform of choice. Seismic integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, Australia and China.

Seismic is committed to building an inclusive workplace that ignites growth for our employees and creates a culture of belonging that allows all employees to be seen and valued for who they are. Learn more about DEI at Seismic here.

Overview:

As our Financial Services Senior Customer Success Manager, you will drive product adoption, highlight best practices and ensure client retention. You will serve as the primary point of contact for assigned accounts, establishing regular cadence, conducting business reviews, and tracking success metrics for our Financial Services customers. You will serve as the customer’s internal champion acting as the main point-of-contact for escalation of issues, product enhancement requests, and driving attendance to Seismic’s webinars and client events.

This is an Individual Contributor role.

Who you are:

  • You excel at engaging and developing trusted advisor relationships with Senior Executives in Marketing, Sales, Operations, IT and any other cross organizational teams tied to the clients Sales Enablement Strategy
  • Fast paced environments and shifting priorities excite you
  • Client satisfaction is of the utmost importance to you

What you’ll be doing:

  • Manage the overall relationship with assigned accounts within Seismic’s Financial Services client base
  • Ensure renewal of assigned accounts
  • Ensure senior stakeholder relationships are grown and maintained
  • Collaborate with client to define and drive account strategy
  • Conduct regular business review meetings with key accounts
  • Partner with Professional Services, Sales and Marketing leadership to grow Seismic’s presence and brand in the Financial Services sector
  • Translate customer needs and issues into a set of business requirements
  • Craft detailed requirements of client solutions that can be passed to solutions engineering teams
  • Uncover new opportunities and work closely with sales to cross-sell and upsell
  • Provide strategic guidance, best practices, and expertise related to application use and solutions for client’s business use cases
  • Prepare clients for upcoming releases and ensure product readiness
  • Manage multiple fast paced projects
  • Conduct regular business review meetings with key accounts
  • Provide ad-hoc troubleshooting, ongoing training for existing customers, as needed
  • Assist with other services and support activities, as required
  • Some travel will be required

What you bring to the team:

  • Degree – Business Administration, Finance, Economics, Accounting, Marketing, Computer Science, or equivalent work experience
  • Experience in FinTech or Financial Services
  • Commercial savvy and an understanding of the SaaS sales and renewal processes
  • Strong preference for those with experience in SaaS, renewing ARR
  • Must have prior proven success as a client advocate
  • Advanced proficiency with the Microsoft Office Suite including Microsoft PowerPoint, Microsoft Word, and Microsoft Excel
  • In-depth knowledge of data systems and structures
  • Strong written and oral communication skills with proven ability to initiate and manage relationships with customers of all levels
  • Self-starter with the ability to manage multiple projects simultaneously
  • Ability to understand and translate customer requirements
  • Critical thinking, analysis, troubleshooting, and problem-solving expertise
  • Ability to effectively prioritize and escalate customer issues
  • Ability to adapt to a rapidly changing environment

What we have for you:

At Seismic, we’re committed to providing benefits and perks for the whole self. To explore our benefits available in each country, please visit the Global Benefits page.

If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please click here.

Headquartered in San Diego and with employees across the globe, Seismic is the global leader in sales enablement, backed by firms such as Permira, Ameriprise Financial, EDBI, Lightspeed Venture Partners, and T. Rowe Price. Seismic also expanded its team and product portfolio with the strategic acquisitions of SAVO, Percolate, Grapevine6, and Lessonly. Our board of directors is composed of several industry luminaries including John Thompson, former Chairman of the Board for Microsoft.

Seismic is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, age, race, religion, or any other classification which is protected by applicable law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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We are committed to fair and equitable compensation practices.

Seismic’s annual base salary range for this position will vary based on applicant’s location, experience, job level, skills, and abilities as well as internal equity and alignment market data.

The range listed below is the minimum to the maximum of our target hiring range.

Seismic’s salary range for this position is: $80,900 USD$139,600 USD

This position is also eligible to participate in Seismic’s incentive plans in addition to base salary.

The actual incentive amount will very and will be subject to the terms and conditions set in the applicable incentive plan.