한국어·English
Salesforce company · OPEN ROLE
- Company
- Provides cloud-based CRM and AI software that helps companies manage customer relationships.
- Role
- Partners with financial services customers to grow business value from their Salesforce investment.
- Language
- Business-level English
Log in to mock apply, save this role or see more roles.
What you will do
We rewrote the responsibilities and qualifications in plain language instead of copying the original posting.
Responsibilities
- Work with customer executives to understand their goals, assess capabilities, and shape a transformation vision.
- Understand each customer's key issues and opportunities deeply enough to deliver real business impact.
- Build and maintain executive level relationships across accounts.
- Partner with the account team and company executives to build a network from the C-suite down.
- Promote the company's capabilities across its full range of clouds and services.
- Spot risks to a customer hitting their goals early and either build a mitigation plan or escalate it.
What you need
- Fifteen or more years total in the financial industry such as banking, securities, credit cards, or insurance, or experience serving financial clients as a consultant or systems integrator.
- Experience working as a project manager at a consulting firm, systems integrator, or IT vendor.
- Business level English proficiency.
Good to have
- Ability to build strong relationships with customer executives.
- Strength in at least two of industry knowledge, technical expertise, or consulting skill, with experience as a trusted advisor.
- Ability to lead persuasive conversations at the executive level and handle tough discussions or objections.
- Skill at mapping a customer's org structure to find and build relationships with key stakeholders.
- Ability to grasp and clearly explain technical and business concepts quickly.
Read the employer’s original job description
See how your resume reads for this role
A former Korea GM at a global company reads it and tells you what to improve for this role. It uses 1 credit.
Checked 2026-09-30
SalesforceCustomer Success Manager, Financial ServiceStart a mock application