ServiceNow

Customer Success Executive - Financial Services

ServiceNow • $148K — $231K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree or equivalent experience required.
  • 12+ years in management consulting or technology-enabled business transformation, preferably in financial services or SaaS.
  • Proven track record of building trusted C-level relationships, particularly in regulated environments.
  • Experience leading successful, high-performing Customer Success or Consulting teams.
  • Strong analytical skills with a focus on identifying and addressing complex business challenges.
  • Familiarity with the ServiceNow platform and relevant certifications is preferred.
  • Ability to communicate complex business and technology topics clearly to executives.

Responsibilities

  • Lead post-sales transformations by aligning ServiceNow offerings with customer goals.
  • Partner with Account Executives to integrate pre- and post-sales strategies for maximum value.
  • Proactively assess risks to customer success and develop mitigation strategies.
  • Guide the Customer Success team on performance KPIs like adoption and customer satisfaction.
  • Foster relationships with ServiceNow leaders for continuous improvement based on customer feedback.
  • Advocate for innovative solutions that align with customer long-term objectives.
  • Cultivate a culture of agility and continuous learning within the team.

Benefits

  • Health plans including flexible spending accounts.
  • 401(k) plan with company match.
  • Employee Stock Purchase Plan (ESPP) and matching donations.
  • Flexible paid time off and family leave programs.
Full Job Description
Job Description

What you get to do in this role:

The Customer Success Executive is accountable for the strategic leadership and execution of post-sales activities for our most valuable accounts. This position plays a crucial role in driving ServiceNow's long-term value by accelerating customers' journeys to success, ensuring predictable renewals, and maximizing the impact of ServiceNow across their business transformation initiatives. In this role, you will oversee a portfolio of customers, helping them achieve business outcomes and increase adoption and usage of the ServiceNow products they have purchased through prescriptive guidance. You will bring ServiceNow best practices, innovations, and capabilities to help customers achieve their goals.

As a trusted advisor, you will partner with C-level executives, guide the seamless delivery of business transformation, and foster collaboration among ServiceNow teams and strategic partners.

What you get to do in this role

Drive Post-Sales Success: Own and lead the customer's post-sales transformation by aligning ServiceNow offerings with customer goals and bringing relevant industry thought leadership to the engagement. Foster strong relationships with C-level executives to deliver measurable business outcomes.

Collaborate Strategically: Partner with Account Executives to create and execute integrated pre- and post-sales strategies that deliver long-term value for both the customer and ServiceNow. Orchestrate the right resources at the right time to ensure success.

Mitigate Risks and Drive Value: Proactively identify risks to customer success and work with the customer, internal teams, and strategic partners to develop and execute mitigation strategies that support value realization.

Focus on Key Performance Indicators (KPIs): Guide and inspire the Customer Success team to achieve critical operational KPIs, including adoption, technical health, renewals, customer satisfaction, and expansion. Work closely with customers to align their roadmaps, establish measurable success criteria, and identify new revenue opportunities.

Foster Strategic Alignment: Build relationships with ServiceNow leaders and consistently incorporate customer feedback to drive continuous improvement. Align business transformation insights with customer and organizational goals to support long-term success.

Advocate for Innovation and Continuous Learning: Serve as a strategic thought leader by advancing innovative solutions that help customers achieve their long-term goals. Foster a culture of agility, continuous learning, and calculated risk-taking across the team.

Qualifications

To be successful in this role you have:
  • Educational Background: BA/BS degree or equivalent experience required.
  • Experience: A minimum of 12 years of experience in management consulting, industry leadership, solution consulting, or a comparable role focused on technology-enabled business transformation within banking, financial services, digital, SaaS, or enterprise software.
  • C-level Relationships: Strong experience building trusted relationships with C-level business and technology leaders, including leaders within regulated banking or financial services environments.
  • Leadership Expertise: Demonstrated success leading large-scale strategic accounts and exceeding business objectives, with a proven track record of building and leading high-performing Customer Success or Consulting teams.
  • Business Acumen: Strong experience identifying and solving complex business problems and aligning solutions with customer business objectives and measurable outcomes.
  • Cross-Functional Leadership: A history of working across multiple functions and driving alignment in large, matrixed environments.
  • Financial Services and Banking Experience:Experience working within a regulated banking or financial services environment.
  • AI and Strategic Thinking: Experience advising customers on integrating AI into business processes, decision-making, and problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, and evaluating AI's potential impact on the customer's function or industry.
  • Adaptability: Ability to thrive in rapidly changing environments and adapt strategies to new challenges and opportunities.
  • Execution Focus: Ability to create repeatable processes for scalable execution while maintaining a hands-on approach to ensure critical activities are completed efficiently.
  • Collaboration and Communication: Excellent communicator and influencer with the ability to work effectively across a global organization and foster collaboration at all levels.
  • Customer Focus: Deep understanding of customer needs, challenges, and motivations, with the ability to address concerns and ensure customer satisfaction.

Additional Skills and Qualifications
  • ServiceNow platform experience; relevant ServiceNow certifications preferred.


  • Knowledge of adoption, value realization, organizational change management, and customer success methodologies.


  • Experience orchestrating cross-functional teams, strategic partners, and customer stakeholders in large, matrixed environments.
  • Ability to translate complex business and technology topics into clear, outcome-focused executive narratives.
  • Strong executive communication, facilitation, presentation, storytelling, negotiation, and influencing skills.
  • Demonstrated experience developing enterprise strategies, workforce and staffing strategies, governance frameworks, and operating models.


For positions in this location, we offer a base pay of $148,000.00-$231,000.00 plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs.

Compensation is based on the geographic location in which the role is located and is subject to change based on work location.

Additional Information

Work Personas

We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.

About ServiceNow

ServiceNow provides cloud-based solutions that define, structure, manage, and automate services for enterprise operations in North America, Europe, the Middle East, Africa, the Asia Pacific, and other countries. The company offers service management solutions, including incident, problem, change, request, and cost management as well as service catalogs; and IT, HR, facilities, and field service management solutions. It also provides IT operations management solutions covering service mapping, delivery, and assurance solutions; business management solutions such as financial management, project portfolio suite, vendor performance management, and performance analytics as well as governance, risk, and compliance; and application development services.

ServiceNow Careers

Join the dynamic team at ServiceNow, a global leader in digital workflow solutions, where innovation and leadership converge to shape the future of work. At ServiceNow, we offer more than just job opportunities; we provide a platform for professional growth and a chance to be part of a culture that values diversity, creativity, and continuous learning.

Work You’ll Do

Embark on a career journey with ServiceNow and contribute to the world’s leading enterprises' digital transformation. Our team is at the forefront of developing cutting-edge technologies that improve how people work. With ServiceNow, you will use your skills to impact businesses and industries profoundly, driving efficiency and innovation.

Join Our Market-Leading Team

ServiceNow is not just another technology company. We are a team that thrives on diversity and leadership, fostering an inclusive environment that promotes growth and development. Our commitment to diversity training ensures that every team member can achieve their potential.

Innovative Work

ServiceNow is home to more than 10,000 dedicated professionals who lead the charge in digital workflows and enterprise solutions. As part of our team, you will engage in projects that merge technology with practical applications, creating revolutionary products that advance how services are delivered and managed.

Career Development

At ServiceNow, your career trajectory is filled with boundless opportunities. We support your growth with robust training programs, leadership development courses, and access to global challenges. Whether you are looking for an internship, full-time position, or leadership role, ServiceNow equips you with the tools to excel.

Be Part of a Great Team

Working at ServiceNow means being part of a community that values teamwork and innovation. Our collaborative environment encourages networking and sharing ideas, making our workplace vibrant and dynamic. The benefits of joining ServiceNow extend beyond comprehensive health and wellness; they include fostering professional connections and friendships that last a lifetime.

Explore Job Opportunities and Internships

Whether you’re a seasoned professional or a recent graduate, ServiceNow offers a range of employment options to suit your career goals. From internships that provide real-world experience to full-time positions that challenge you to leverage your expertise, we are committed to hiring the best talent.

Stay Connected

Join Our Team Search open positions that match your skills and interests. At ServiceNow, we look for passionate, curious, and solution-driven team players. Explore the possibilities that await you at a company that is committed to your professional success.

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ServiceNow Careers

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Learn more about ServiceNow
Size
16,881 employees
Market Cap
$76.5 billion
Industry
Net Income
$118.5 million
Founded
2004
5 Year Trend
+33.5%
Revenue
$4.5 billion
NASDAQ

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