Yext
Customer Success Manager, Enterprise - Financial Services
New York, NY · Mid
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About the role
- CSMs play an integral role in our business, working closely with sales, solution engineers, product management, and GTM teams.
- Salary levels are expected to change to reflect an employee's job performance (results and impact) over time.
- Salaries at the time of hire are typically offered in the lower to middle of the above-referenced range in order to provide the opportunity to reflect performance-based increases over time.
Responsibilities
- Be a trusted Partner:
- Drive Adoption and Optimization:
- Deliver Industry Insights and Yext Product Expertise:
- Collaborate with Sales and Solution Engineering to pursue growth opportunities
- 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
- Strong ability to develop insights from performance data and present a value story to key stakeholders
- Proven ability to manage a book of business with high gross retention & predictability
- 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.
Requirements
- Experience with subscription GTM approaches for customer success management and renewals
- 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.
Nice to have
- BA/BS degree in Sales, Business, Marketing, or Computer Science preferred
- Work experience in organic search/ local SEO within digital media preferred
Compensation
- Salary levels are expected to change to reflect an employee's job performance (results and impact) over time.
Benefits
- Thousands of brands in financial services, healthcare, retail, hospitality, and food rely on Yext to win across AI and traditional search.
- We are looking for a Customer Success Manager, Enterprise - Financial Services, to drive adoption and maximize the value of the Yext platform with a strong commitment to learning.
Company info
- Join us and experience firsthand why we are consistently recognized as a Best Place to Work globally by Built In, Fortune, and Great Place To Work®.
- The Company believes a broad variety of life experiences across the Yext team is critical to its mission to help every business in the world be visible everywhere customers search.
- By seeking out fresh perspectives and fostering a positive interview experience and employee experience, Yext can remain at the forefront of innovation, and better serve its customers.
- Manage a portfolio of assigned Financial Services enterprise-level customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction
- 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
- Partner with customers to develop and execute strategic success plans, aligning Yext solutions with their business objectives and goals.
- 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
- AI is changing how customers find brands, and
This listing is sourced directly from Yext's careers page and normalized into a canonical job model.