Customer Success Manager, Enterprise - Financial Services

What You’ll Do

Manage a portfolio of assigned Financial Services enterprise-level customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction

Be a trusted Partner:

• Build and maintain strong relationships with Yext customers, serving as their primary point of contact for all post-sales activities.
• Work with Yext Support, Product Management, Services, and GTM teams to share customer feedback and act as an internal advocate for our customers
• Be an expert on the Yext platform and products

Drive Adoption and Optimization:

• Partner with customers to develop and execute strategic success plans, aligning Yext solutions with their business objectives and goals.
• Conduct regular reviews, provide progress updates related to reactive issues and proactive customer initiatives, and demonstrate the value of Yext products and services

Deliver Industry Insights and Yext Product Expertise:

• Stay up to date with industry trends and best practices and share insights and recommendations with customers
• Share product roadmap with customers, provide guidance on how new Yext features and offerings align with customer’s business objectives and help with achieving KPIs

Identify Opportunities for Growth:

• Analyzing customer data to identify upsell & cross sell opportunities
• Collaborate with Sales and Solution Engineering to pursue growth opportunities

Renewals & Risk Management:

• Demonstrate keen situational awareness, adept at deciphering subtle cues and anticipating potential risks ahead of time, taking preemptive measures to mitigate them effectively. Above and beyond attitude to restore and maintain positive sentiment.
• Collaborate with Sales on renewals strategy and plans, leveraging customer analytics and metrics to maintain outlined retention goals
• Provide accurate renewals forecast

What You Have

• BA/BS degree in Sales, Business, Marketing, or Computer Science preferred
• A minimum of 4 years of experience in a strategic CSM role with a proven track record of managing enterprise-level customers within the Financial Services industry.
• Knowledge of digital marketing technologies - social media marketing platforms, digital experience platforms, reputation management, customer experience platforms, marketing performance management
• Familiarity with different listings networks such as Google, Apple, and Facebook and experience with marketing strategy for multi-location businesses
• Work experience in organic search/ local SEO within digital media preferred
• Strong ability to develop insights from performance data and present a value story to key stakeholders
• Experience with subscription GTM approaches for customer success management and renewals
• Proven ability to manage a book of business with high gross retention & predictability
• Customer-centric mindset - put the customer's needs first, actively seek feedback, and continuously strive to improve the customer's experience with the product or service.
• Strategic thinker with strong analytical and problem-solving skills, the ability to anticipate customer needs, and the ability to develop tailored solutions to meet them.
• Solid project management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Familiarity with Challenger Sales Methodology is a huge plus.
• Strong negotiation, influencing, and closing skills
• Adaptability and flexibility mindset
• Outstanding interpersonal and communication skills, with the ability to engage and influence customers and partners at all levels

Benefits: medical, dental and vision benefits; life insurance; short term and long-term disability; 401(k) retirement plan; vacation and sick leave; variable pay programs based on performance relative to goals and targets.