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Salesforce.com Principal Success Manager - Financial Services in Billings, Montana

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job CategoryCustomer Success Group

Job Details

The Principal Success Manager - Financial Services leverages deep business, industry, and product knowledge to partner with customers and guides them to accelerate business value and return from their investment with Salesforce. They are aligned at the key stakeholder level, building and fostering strong relationships to help customers progress on their digital journey. Success Managers are working directly with customers that can vary in their market segment, size, solution complexity and life cycle, depending on the customers needs.

Responsibilities:

Leverage our Customer Success Methodology and partner with customers stakeholders to understand their goals , assess their capabilities and provide recommendations to help them accelerate the achievement of their business and technology objectives

Develop an understanding and knowledge of customer's Salesforce implementation and evangelize the capabilities of Salesforce across all of our Clouds

Guide a customer on org strategy, governance, and change management best practices based on customer needs

Demonstrate hands-on Salesforce product knowledge by applying platform features and functions to customer business priorities and roadmap

Proactively identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan

Produce and execute a comprehensive adoption path showing the current state, target future state with timeline, and an underlying enablement Plan.

Deliver business value and innovation to a customer's business by understanding our customers' key business challenges and potential for growth

Working collaboratively with the account team and Salesforce Execs, effectively network within accounts from the Executive-Level down, in order to help customers achieve their objectives

When appropriate, recommend additional Salesforce services and advisory experts needed to drive success
Qualifications

7+ years of relevant work experience as a consultant or solutions engineer, or TAM/CSM

Strong consulting skills and proven track record as a Trusted Advisor to enterprise software/technology buyers

Ability to drive effective and influencing conversations at the C-level; facilitate difficult discussions and adept at handling objections

Strong knowledge of Salesforce product and platform features, capabilities

Ability to quickly grasp and distinctly explain technological and business concepts

Financial Services industry experience is strongly preferred.

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Salesforce welcomes all.

Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.

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