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Salesforce Customer Success Manager 
Canada, Ontario, Old Toronto 
835221130

Yesterday

Job Category

Job Details

Your Impact

  • 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.


Minimum Requirements

  • Industry Knowledge: 10+ years total experience working in the financial industry, such as banks, securities firms, credit card companies, or insurance companies, or engaging with clients in the financial industry as a consultant or systems integrator.Minimum of 8 years work experience in one or more of the following: Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture.

  • 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 Requirements

  • 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: Administrator, Consultant, Email Specialist, Engagement Consultant).

  • Knowledge of Salesforce products and features, capabilities, best use, and how to deploy.

  • Experience working with Enterprise-level customers.

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