Customer Success Executive - Financial Services

To be successful in this role you have:

• Educational Background: BA/BS degree or equivalent experience required.
• Experience: A minimum of 12 years of experience in management consulting, industry leadership, solution consulting, or a comparable role focused on technology-enabled business transformation within banking, financial services, digital, SaaS, or enterprise software.
• C-level Relationships: Strong experience building trusted relationships with C-level business and technology leaders, including leaders within regulated banking or financial services environments.
• Leadership Expertise: Demonstrated success leading large-scale strategic accounts and exceeding business objectives, with a proven track record of building and leading high-performing Customer Success or Consulting teams.
• Business Acumen: Strong experience identifying and solving complex business problems and aligning solutions with customer business objectives and measurable outcomes.
• Cross-Functional Leadership: A history of working across multiple functions and driving alignment in large, matrixed environments.
• Financial Services and Banking Experience: Experience working within a regulated banking or financial services environment.
• AI and Strategic Thinking: Experience advising customers on integrating AI into business processes, decision-making, and problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, and evaluating AI's potential impact on the customer's function or industry.
• Adaptability: Ability to thrive in rapidly changing environments and adapt strategies to new challenges and opportunities.
• Execution Focus: Ability to create repeatable processes for scalable execution while maintaining a hands-on approach to ensure critical activities are completed efficiently.
• Collaboration and Communication: Excellent communicator and influencer with the ability to work effectively across a global organization and foster collaboration at all levels.
• Customer Focus: Deep understanding of customer needs, challenges, and motivations, with the ability to address concerns and ensure customer satisfaction.

Additional Skills and Qualifications

• ServiceNow platform experience; relevant ServiceNow certifications preferred.

• Knowledge of adoption, value realization, organizational change management, and customer success methodologies.

• Experience orchestrating cross-functional teams, strategic partners, and customer stakeholders in large, matrixed environments.
• Ability to translate complex business and technology topics into clear, outcome-focused executive narratives.
• Strong executive communication, facilitation, presentation, storytelling, negotiation, and influencing skills.
• Demonstrated experience developing enterprise strategies, workforce and staffing strategies, governance frameworks, and operating models.

For positions in this location, we offer a base pay of $148,000.00-$231,000.00 plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs.

Compensation is based on the geographic location in which the role is located and is subject to change based on work location.