The Principal Success Manager - Financial Services leverages deep business, industry, and product knowledge to partner with customers and guides them to accelerate business value and return from their investment with Salesforce.
They are aligned at the key stakeholder level, building and fostering strong relationships to help customers progress on their digital journey.
Success Managers are working directly with customers that can vary in their market segment, size, solution complexity and life cycle, depending on the customers needs.
Responsibilities : Leverage our Customer Success Methodology and partner with customers stakeholders to understand their goals , assess their capabilities and provide recommendations to help them accelerate the achievement of their business and technology objectives Develop an understanding and knowledge of customer’s Salesforce implementation and evangelize the capabilities of Salesforce across all of our Clouds Guide a customer on org strategy, governance, and change management best practices based on customer needs Demonstrate hands-on Salesforce product knowledge by applying platform features and functions to customer business priorities and roadmap Proactively identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan Produce and execute a comprehensive adoption path showing the current state, target future state with timeline, and an underlying enablement Plan.
facilitate difficult discussions and adept at handling objections Strong knowledge of Salesforce product and platform features, capabilities Ability to quickly grasp and distinctly explain technological and business concepts Financial Services industry experience is strongly preferred.