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Customer Success Manager II

2 days ago 2026/09/11
Remote
Other Business Support Services
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Job description

As a Customer Success Manager ~ Financial Services (CSM), you will play a pivotal role in ensuring the long-term success and satisfaction of our mid-market, financial services customers. Your primary responsibility will be to work closely with customers to understand their unique needs, identify opportunities for growth, and drive value attainment. You will act as a trusted advisor, building and maintaining strong relationships with customers, and developing strategies to create multi-threaded partnerships between Seismic and our customers, inclusive of executive connections. 


  • Bachelor’s Degree in Business Administration, Engineering, Computer Sciences or equivalent work experience 
  • Advancedproficiencywith the Microsoft Office Suite 
  • Strong understanding of the SaaS industry and customer success principles 
  • Excellent communication and interpersonal skills
  • Ability to build andmaintainstrong relationships with customers
  • Problem-solving and analytical skills
  • Strong project management and organizational skills
  • Passion for customer success and driving value
  • Ability to confidently present to, and engage with, customer executives
  • Customer Relationship Management:Build and maintain strong, mid-market financial services customer relationships, acting as a trusted advisor. Develop strategies for multi-threaded partnerships, including executive connections. 
  • Driving Adoption:Create and execute strategic adoption plans. Provide training and support to ensure full platform utilization. Monitor usage and address adoption challenges. 
  • Focus on Value Attainment:Collaborate with financial services customers to define outcomes and KPIs. Track success metrics and identify upselling opportunities. 
  • Renewal Management:Maintain accurate renewal forecasts. Develop renewal strategies, conduct health checks, and negotiate terms. Explore upselling opportunities and manage risks. 
  • Product Knowledge:Possess expert knowledge of the Seismic Enablement Cloud. Provide guidance on advanced features and align development with customer goals. 
  • Internal Collaboration:Work closely with other departments (e.g., sales, services, support, product, engineering) to ensure customer satisfaction. 

At Seismic, we’re committed to providing benefits and perks for the whole self. To explore our benefits available in each country, please visit the Global Benefits page


If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please click here. 


Headquartered in San Diego and with employees across the globe, Seismic is the global leader in sales enablement, backed by firms such as Permira, Ameriprise Financial, EDBI, Lightspeed Venture Partners, and T. Rowe Price. Seismic also expanded its team and product portfolio with the strategic acquisitions of SAVO, Percolate, Grapevine6, and Lessonly. Our board of directors is composed of several industry luminaries including John Thompson, former Chairman of the Board for Microsoft. 


Seismic is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, age, race, religion, or any other classification which is protected by applicable law.  


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


This job post has been translated by AI and may contain minor differences or errors.

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