Customer Success Manager ~ Financial Services

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Company: Seismic

Location: Indianapolis, IN 46227

Description:

Please be aware we have noticed an increase in hiring scams potentially targeting Seismic candidates. Read our full statement on our Career's page.
Seismic, a rapidly growing Forbes Cloud 100 company, is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic's platform provides continuous guidance to improve behavior, content, and skills to win more deals and deliver better experiences. Nearly 2,000 organizations 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.

As our Financial Services 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 love engaging and developing trusted advisor relationships with C-level executives and cross organizational teams tied to the clients Sales Enablement Strategy
  • Faced paced environments and shifting priorities excite you
  • Client satisfaction is of the utmost importance to you

What you will 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
  • Provide strategic guidance, best practices and expertise related to application use and solutions for client's business use cases
  • Uncover new opportunities and work closely with sales to cross-sell and upsell
  • Prepare clients for upcoming releases and ensure product readiness
  • Manage multiple fast paced projects
  • Craft detailed requirements of client solutions that can be passed to solutions engineering teams
  • 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 will 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
  • 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
  • Previous experience with SaaS

What we have for you:
  • Take time to rest and recharge with generous time off, paid company holidays and end of year company shutdown
  • Medical, dental, vision, employer-paid life insurance and disability benefits
  • Access to Health Savings Account (HSA) with $1,000 Single/$2,000 annual employer contribution
  • Access to free paid telemedicine and wellness offers through medical plan
  • Fertility and family planning benefits with financial assistance for adoption and surrogacy
  • Paid parental leave and family caregiver leaves
  • Annual professional development reimbursement
  • Mental health support with 12 free counseling sessions for you and your family members
  • 401k with annual employer contribution
  • Equity program and performance-based bonuses
  • Bring Your Own Device technology stipend
  • Seismic Cares Program with charitable donation matching
  • Communities of Belonging (employee resource/affinity groups)


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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 contact us at [redacted].

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 recently expanded its team and product portfolio with the acquisition of 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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