Sr. Customer Success Manager, Financial Services- Remote

Proven ability to consult with customers at all levels. 2+ years owning complex enterprises. 5+ years in a customer-facing role. Excellent communication skills (verbal, written, presentations). Ability to synthesize and summarize complex problems for executive audiences. Strong collaboration skills to influence and gain alignment. Ability to thrive in ambiguous situations and create structure. Prioritizes customer experience with a focus on satisfaction and retention. Understands clients' strategic business goals and deploys critical thinking. Capacity to develop relationships and optimize enterprise customer accounts. Strong intuition for business and driving software solutions. Eagerness to learn about sophisticated technical products. Integrity and a desire to assist the team. Ability to stay calm in challenging situations and resolve issues. Skills for digesting and communicating technical concepts across audiences. Resourceful in finding answers. Strong background in project management.

Serve as the primary owner of customer relationships. Deeply understand customer needs and identify opportunities for expanded value and engagement. Manage relationships with internal stakeholders to drive product usage. Develop and execute strategic account plans. Analyze portfolios to identify risks and opportunities. Collaborate with Account Management on renewals and expansion opportunities. Partner internally to optimize customer implementations and resolve technical challenges. Help customers realize the full value of the Highspot platform. Drive product adoption and promote customer satisfaction and advocacy. Identify opportunities to sell add-on services. Coordinate solutions internally for customer maturity and technical discussions.