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Customer Success Manager
Finastra Lake, FL
$99k-140k (estimate)
Full Time | Business Services 6 Days Ago
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Finastra is Hiring a Customer Success Manager Near Lake, FL

ResponsibilitiesPurpose of Role:
  • The Customer Success Manager (CSM) uses industry & product knowledge, business strategy expertise, and account management skills to drive value realization for our customers from Finastra’s solutions and services. Customer Success Managers partner with Account Executives throughout the customer journey to deliver value, with the Account Executives accountable for coordination of activity during presales and sales cycle(s) and the Customer Success Manager accountable for success from point of sale.
  • The Customer Success Manager (CSM) is responsible for Customer Health, Customer Retention, Customer Net Growth and Customer Software Adoption.
Strategic Goals & Deliverables:
  • Customer Success Managers work in collaboration with the wider Chief Revenue Officer organization and Collaborate with the Wider Chief Product and Chief Technology officers to achieve the vision of providing a world class customer experience in every interaction across the lifecycle.
  • Our Customer Success Managers, as well as focusing on overall client satisfaction, have strategic goals of delivering value to the customer and Finastra by improving retention, renewals, health and adoption rates in line with our success strategy.
Accountabilities
  • Deliver Finastra’s success strategy in line with the defined success framework, regional and Line of Business coverage model.
  • Build and maintain strong internal networks across the Sales, Support, Services and Product organizations, partnering with these teams to deliver the best possible solution(s) & service(s) to our customers.
  • Build strategic relations with our customers by providing proactive customer contact from point of sale and maintaining regular engagement cadence throughout the customer journey.
  • Establish Customer Success plans, building on value proposition(s) developed during sale, that outline the customer’s business goals & priorities. Work with the customer to define & track value realization of Finastra’s solutions against these goals to drive adoption and understanding our product portfolio.
  • Ensure Customer Engagement and Awareness on Customer Health Metrix and derive joint action plans to ensure continuous customer health maintenance.
  • Maximize value of Finastra solutions for the customer and provide vital internal feedback loop by engaging and coordinating relevant Finastra functions to drive improvements and share success stories.
  • Oversee onboarding process as customers move from implementation to production. Work with our Professional Services, Implementation Partners and Customer Support teams to ensure customers have been appropriately trained and that we are effectively tracking & reporting against adoption of solutions from point of launch. Ensure customer is aware of support services available to them and how to engage these.
  • Recognize & communicate the value additional Finastra solutions will bring customers in line with their strategic priorities. Ensure Sales are aware of x-sell & up-sell opportunities and work in partnership to deliver.
  • Actively manage account to identify risks proactively. Orchestrate resolution process for escalations, working with & mediating internal teams to track, manage and resolve these in a timely and professional manner.
  • Communicate process/ tools/ systems improvement opportunities to the Customer Success Operations team.
  • Embody and celebrate customer centricity –contribute to internal knowledge sharing and enablement sessions within Customer Success team and the wider business.
Differentiators for High Performance:
  • Understanding of Sales Processes and value selling.
  • Experience in Client Executive communications.
  • Domain and Industry Knowledge
  • Project Management capabilities
Skills & experience:
  • Experience developing and delivering against Customer Success plans
  • Experience in Customer Success role in similar Industry and/or regional
  • Experience of CRM tooling
  • Experience in a customer facing role (consulting, customer support, account management) that includes issue resolution & relationship management
  • Passionate about delivering success for customers, embodies a customer centric mindset and strives to deliver excellence at every opportunity
  • Strong communication, presentation and interpersonal skills. Demonstrates ability to challenge, negotiate, influence and persuade stakeholders
  • Ability to work Autonomously, take ownership & accountability
  • Technical and problem-solving skills. Demonstrates a design thinking mindset – ability to understand/recognize route causes of challenges
  • Organisational skills – can prioritize, multi-task and demonstrates adaptability.
  • Project Management skills including strong reporting capability
  • Commercial & Business Acumen – understand & speak to business drivers

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$99k-140k (estimate)

POST DATE

06/22/2024

EXPIRATION DATE

07/20/2024

WEBSITE

finastra.com

HEADQUARTERS

ATLANTA, GA

SIZE

1,000 - 3,000

FOUNDED

2017

REVENUE

$500M - $1B

INDUSTRY

Business Services

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About Finastra

At Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. Were one of the worlds largest FinTechs working with over 9,000 customers, including 90 of the top 100 banks globally. Our scale and reach allow us to build long-lasting relationships that put our customers and their customers first. Were creating a pioneering open platform thats disrupting the financial industry, changing how financial software is developed and used. We believe in collaboration for inn...ovation, to unlock the potential of people, businesses and communities. We have an unmatched portfolio of financial software and deliver mission critical solutions for financial institutions of all sizes, on premises or in the cloud. Our open architecture and platform approach embrace a wide ecosystem of partners and co innovators. Together we're leading the way in which applications are written, deployed and consumed in the world of financial services More
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The following is the career advancement route for Customer Success Manager positions, which can be used as a reference in future career path planning. As a Customer Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Success Manager. You can explore the career advancement for a Customer Success Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Success Manager job description and responsibilities

Having a customer success manager overseeing the onboarding process helps with retention.

01/03/2022: Pueblo, CO

Customer success managers should have strong organization and presentation skills, but those things can be taught.

12/19/2021: Modesto, CA

They monitor their customers’ happiness closely so that they are able to offer solutions before problems occur.

02/13/2022: Everett, WA

Take time to understand what each customer needs and help customers take the shortest route possible.

01/23/2022: San Jose, CA

The customer success manager characterizes himself with being organized, presentable and acquiring technical skills.

01/07/2022: Minneapolis, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Success Manager jobs

Customer success managers are both salespeople and support professionals.

12/15/2021: Las Cruces, NM

During the operational stage (also known as “Business as usual), Customer Success Managers often provide technical know-how, expertise, and training to customers with the goal making them successful and keeping them satisfied with the business’s products

01/02/2022: Longview, TX

A good Customer Success Manager must have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.

02/21/2022: Pueblo, CO

Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs.

12/22/2021: Temple, TX

Customer Success Managers must be strong, natural advocates.

02/15/2022: Clearwater, FL

Step 3: View the best colleges and universities for Customer Success Manager.

Butler University
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