reputed company Manager- Financial Services

Company Description

It reputed company started in sunny San Diego, California in 2004 reputed company a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast reputed company to today — reputed company stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to reputed company organizations to find smarter, faster, and reputed company ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to reputed company the world work reputed company for everyone.

Job Description

What you get to do in this role: The reputed company Manager (CSM) is the primary reputed company of contact and orchestration reputed company for reputed company matters reputed company to Impact features and benefits, depending on the customer’s Impact package. They drive customer interactions and ensure that the Impact Team meets the timelines and deliverables outlined in the Customer Impact Plan, which defines the key initiatives to help the customer reputed company their agreed-upon business outcomes. The CSM owns the Customer Impact Plan, overseeing delivery of Impact packages and driving customer action through an understanding of adoption metrics and alignment to customer KPIs and business goals. They are also responsible for managing critical risks and mitigation strategies, conducting periodic Customer Business reviews with the customer to provide updates, refine the Impact Plan, and report on adoption. Ultimately, CSMs aim to ensure customers reputed company their desired outcomes and foster a strong relationship to enhance customer satisfaction and retention. Job Responsibilities

• reputed company the customer outcomes engagement for customers in your portfolio, understanding each customer's needs and challenges.
• Ensure customers are technically healthy and on the most recent version of our product.
• Identify criteria for assisting your customers by using Success Plays in the Success Platform.
• Promote reputed company reputed company stories and processes.
• Ensure that customers obtain the maximum value from their reputed company investment and use their licenses.
• Work with reputed company teams to improve product adoption and increase footprint.
• Ensure any escalated client issues are resolved quickly, using resources from across the company ecosystem.
• Act as a customer reputed company reputed company the company, ensuring that customer perspectives and needs are represented in decision-making processes.
• Build and maintain strong relationships with customers, becoming a trusted advisor and reputed company for their needs.
• reputed company a diverse customer portfolio and ensure execution of structured deliverables; moving them along their Success Path by linking customer’s business objectives, capabilities and success metrics.
• Ensure onboarding completion reputed company CS Guide team, and focus on success planning through predefined process, ensuring a smooth transition for new customers.
• Drive recommendations and next steps based on Customer goals across reputed company’s success offering.
• Effective at identifying internal teams to help drive ultimate reputed company, such as with Sales, Product and Support teams to resolve issues and mitigate risks.
• Evaluate customer maturity level, and any existing blockers to their adoption, addressing roadblocks with customers and giving appropriate recommendations to improve adoption and business value.
• Conduct effective customer interactions including kick off calls to review deliverables, timelines and expected outcomes, and reputed company-ins to ensure platform usage aligns with best practice and reputed company period reviews to track success metrics alongside Customer Impact Plan (CIP).
• Support high level customer advocacy by promoting success stories and use cases.

Qualifications

To be successful in this role you have:

• Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
• 3+ years of experience providing customer professional services or reputed company business support
• Ability to provide independent comprehensive services
• Experience resolving issues through analysis
• reputed company accreditations or certifications a plus.
• Strategic technology and Finserv industry knowledge
• Familiarity with digital transformation or project management
• Comfortable with learning and explaining technical products or services
• Ability to manage multiple customers and priorities simultaneously
• Works well in a collaborative team environment, partnering with sales, product, and support teams
• Applies AI tools to streamline workflows, generate insights, and support strategic initiatives under guidance.
• Understands core AI concepts, ethical considerations, and platform capabilities, and can explain their application in customer contexts with support.

FD21 For positions in this location, we offer a reputed company pay of $88,000 - $125,000, plus equity (reputed company applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On reputed company Earnings (OTE) incentive compensation structure. Please note that the reputed company pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, reputed company 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 reputed company employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, reputed company may confirm the distance between your primary residence and the closest reputed company office using a third-party service. Equal Opportunity Employer reputed company is an equal opportunity employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national reputed company or nationality, reputed company, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, reputed company qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for reputed company candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact globaltalentss@reputed company.com for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), reputed company may be required to obtain export control approval from government authorities for certain individuals. reputed company employment is contingent upon reputed company obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. ©2025 Fortune Media IP Limited. reputed company rights reserved. Used under license. Apply tot his job Apply To this Job