Smarsh

Strategic Customer Success Manager, Enterprise (Financial Services)

Smarsh$160K — $175K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in customer-facing roles in B2B or SaaS environments
  • BA/BS degree in business/technology or equivalent with 5+ years in Customer Success
  • Familiarity with the financial sector including Banks, Hedge Funds, and FinTech is advantageous
  • Exceptional executive level communication and presentation skills
  • Strong intellectual curiosity and technical acumen
  • Demonstrated ability to manage and lead in a matrix organization
  • Mastery of organizational skills with a proven track record of multitasking and problem-solving

Responsibilities

  • Create value for customers by tracking business objectives aligned with Smarsh solutions
  • Establish and nurture relationships with senior executives in client organizations
  • Collaborate with Account Executives to develop and lead long-term strategic account plans
  • Drive customer adoption of Smarsh products and report on customer health metrics
  • Identify and address at-risk clients while implementing improvement strategies
  • Facilitate regular meetings and ensure resolutions of customer issues
  • Lead the establishment of customer governance structures and conduct Executive Business Reviews

Benefits

  • Comprehensive health coverage
  • Retirement savings plans
  • Professional development opportunities
  • Remote work flexibility
  • Collaborative work environment
Full Job Description
Summary

Smarsh is seeking a Strategic Senior Customer Success Manager to join our Enterprise Customer Success organization. As part of the organization, you will be delivering customer outcomes to our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle managing customer adoption and growth, health, governance, and retention in partnership with your Account Executives. You are customer's consultant and trusted partner who can navigate complex business objectives and develop them into Smarsh champions.

How will you contribute?

  • Create value for the customer by knowing, tracking, and managing customer's business objectives tied to Smarsh solutions.
  • Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts.
  • Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan.
  • Drive and track customer adoption of Smarsh products and services.
  • Proactively identify strategic growth opportunities while providing value with what the customer has today.
  • Measure and report on customer health.
  • Identify appropriate steps or resources and lead effort to improve customer health.
  • Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed.
  • Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews.
  • Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner.
  • Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts.
  • Negotiate complex renewal terms.
  • Adhere to defined CSM processes, metrics, and tools.
  • Track activities in CRM tools and accurately log outcomes of customer discussions.
  • Consistently meet or exceed target customer activity metrics and SLO's.
  • Identify best practices and coach throughout Customer success team.
  • Work as part of a collaborative team and provide feedback for improvement to internal stakeholders.
  • Other duties as assigned.


What will you bring?

  • 10+ years' experience in a customer-facing role in B2B and/or SaaS environments.
  • BA/BS degree in business/technology or comparable experience and 5+ years' experience in Customer Success.
  • Understanding of and familiarity with Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage.
  • Executive level communication and presentation skills.
  • Intellectual curiosity and technical acumen.
  • Skilled at matrix management and using leadership skills to achieve goals.
  • Demonstrated mastery of organizational skills.
  • Confident in juggling multiple tasks.
  • Ability to quickly understand questions and problem solving.
  • Proven results in driving customer health and satisfaction resulting in loyalty and advocacy.
  • Experience working in tools like Salesforce, Gainsight and Jira.


$160,000 - $175,000 a year

The above salary range represents Smarsh's good faith and reasonable estimate of the range of possible base compensation at the time of posting.

Any applicable bonus programs will be discussed during the recruiting process.

The salary for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training. Local cost of living assessments are done for each new hire at the time of offer.

About Smarsh

Smarsh is a software company that provides archiving and compliance solutions for electronic communications. The company's products are used by financial services firms, government agencies, and other organizations to capture, preserve, and search electronic communications such as email, social media, and instant messaging. Smarsh was founded in 2001 and is headquartered in Portland, Oregon.
Learn more about Smarsh
Size
500 employees
Industry

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