Salesforce · 15 hours ago
Customer Success Manager (Financial Services)
San Francisco, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$133K/yr - $184K/yr
8+ years expSalesforce is the #1 AI CRM, where humans with agents drive customer success together. As a Customer Success Manager (CSM), you will serve as a trusted advisor for Salesforce’s customer organizations, helping them maximize the value of their Salesforce investment through deep relationships and technical knowledge.
Artificial Intelligence (AI)Cloud ComputingCRMSaaSSales EnablementSoftware
Responsibilities
Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, and renewal, and expansion
Cultivate and maintain stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature
Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer. Providing timely, proactive Salesforce 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 Salesforce’s 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 that customers continue to 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 and may need to be available for some after-hour or weekend coverage depending on the customer’s need
Qualification
Required
Minimum of 8 years work experience in one or more of the following: Technical Customer Success, Salesforce CRM, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture
Experience with Salesforce Sales Cloud and/or Service Cloud, and/or relevant competing platforms
4+ years of experience in management consulting services
Experience within the Financial Services industry
Experience working with Enterprise-level customers
Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level
Skills for both analyzing technical concepts and translating them into business terms and for 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 resolution or disposition of customer needs or projects
Preferred
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, B2C Commerce Developer, Marketing Cloud Suite, Data Cloud)
Knowledge of Salesforce products and features, capabilities, best use, and how to deploy
Note: This role is office-flexible, and the expectation is to be in office 3 days per week (Bellevue/Seattle, Chicago, Indianapolis, Atlanta, or NYC)
Benefits
Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Company
Salesforce
Salesforce is a cloud-based software company that provides customer relationship management software and applications.
10001+ employees
H1B Sponsorship
Salesforce has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1883)
2024 (2296)
2023 (1850)
2022 (2849)
2021 (2124)
2020 (1960)
Funding
Current Stage
Public CompanyTotal Funding
$65.38MKey Investors
Starboard ValueEmergence CapitalHalsey Minor
2022-10-18Post Ipo Equity
2004-06-23IPO
2003-01-01Series Unknown· $1M
Leadership Team
Arundhati Bhattacharya
CEO & Chairperson, Salesforce India and South Asia
Marc Benioff
Chair & CEO
Recent News
Business Insider
2026-01-01
LogisticsGulf
2025-12-30
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