Customer Success Executive - Financial Services
Core
Strategic leadership of post-sales activities for top-tier financial services accounts to drive ServiceNow adoption, ensure renewals, and maximize business transformation impact.
Role type
Senior Customer Success Executive (Financial Services)
Builds
Long-term customer value and business transformation outcomes for enterprise banking clients
Domain
Financial Services / Banking / SaaS
Deliverable
client delivery
Required skills
C-level relationship management, strategic account leadership, complex business problem solving, cross-functional team orchestration, regulatory environment navigation, AI integration advisory, organizational change management, enterprise strategy development
Preferred skills
ServiceNow platform expertise, ServiceNow certifications, adoption and value realization methodologies
Technologies
ServiceNow platform, AI-powered tools
Responsibilities
Partner with C-level executives to align ServiceNow offerings with customer goals; mitigate risks to customer success and execute mitigation strategies; guide the team to achieve KPIs including adoption, renewals, and expansion; translate complex business/technology topics into executive narratives; develop enterprise strategies and operating models.
Seniority
Senior, hands-on IC with strategic leadership