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Job CategoryCustomer Success Group
The Principal Success Manager - Financial Services leverages deep business, industry, and product knowledge to partner with customers and guides them to accelerate business value and return from their investment with Salesforce. They are aligned at the key stakeholder level, building and fostering strong relationships to help customers progress on their digital journey. Success Managers are working directly with customers that can vary in their market segment, size, solution complexity and life cycle, depending on the customers needs.
Leverage our Customer Success Methodology and partner with customers stakeholders to understand their goals, assess their capabilities and provide recommendations to help them accelerate the achievement of their business and technology objectives
Develop an understanding and knowledge of customer's Salesforce implementation and evangelize the capabilities of Salesforce across all of our Clouds
Guide a customer on org strategy, governance, and change management best practices based on customer needs
Demonstrate hands-on Salesforce product knowledge by applying platform features and functions to customer business priorities and roadmap
Proactively identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan
Produce and execute a comprehensive adoption path showing the current state, target future state with timeline, and an underlying enablement Plan.
Deliver business value and innovation to a customer's business by understanding our customers' key business challenges and potential for growth
Working collaboratively with the account team and Salesforce Execs, effectively network within accounts from the Executive-Level down, in order to help customers achieve their objectives
When appropriate, recommend additional Salesforce services and advisory experts needed to drive success
7+ years of relevant work experience as a consultant or solutions engineer, or TAM/CSM
Strong consulting skills and proven track record as a Trusted Advisor to enterprise software/technology buyers
Ability to drive effective and influencing conversations at the C-level; facilitate difficult discussions and adept at handling objections
Strong knowledge of Salesforce product and platform features, capabilities
Ability to quickly grasp and distinctly explain technological and business concepts
Financial Services industry experience is strongly preferred.
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