Flag job

Report

Strategic Customer Success Manager - Financial Services

Min Experience

5 years

Location

San Francisco

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences. We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #16 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth. At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker. Responsibilities: Work with Talkdesk's most valuable Financial Services customers to understand their needs and help them succeed Assist in onboarding and ongoing support while nurturing long-term partnerships Help customers implement their cloud-based call center to achieve strategic business goals and objectives Ensure that our customers get the most out of their investment in Talkdesk Develop case studies outlining KPIs and metrics related to Talkdesk's ROI Understand why customers use Talkdesk and how they can derive more value from the product Find opportunities for customers to increase their usage of Talkdesk Discover and analyze gaps in the customer experience that may lead to customer attrition. Work cross-functionally with others to address such gaps Provide feedback to the product team concerning customers' requests for product enhancements Requirements: 5+ years of experience in Customer Success, consulting, technical sales or similar role in a Financial or SaaS business Experience working with top financial companies, banks, or credit unions Proven ability to understand progressive technology A true consulting approach and ability to communicate technical concepts to people of all backgrounds Demonstrated experience in building compelling business cases backed by data to introduce new processes Engaging personality, polished verbal and written communication skills and meticulous attention to detail Exceptional ability to develop relationships Experience in mitigating churn, driving renewals and other revenue producing programs Experience in interpreting data analytics and deriving insights that drive customer value Highly organized self-starter who runs towards opportunities Ability to work cross-functionally in a fast-paced startup environment Strong business acumen

About the company

Talkdesk is a cloud contact center solution that helps companies provide a better customer experience. The company has $498 million in total funding, a valuation of more than $10 Billion, and is ranked #16 on the Forbes Cloud 100 list.

Skills

sales
customer success
consulting
technical sales
business analysis
data analysis
relationship building
communication
startup experience