Customer Success Manager – BFSI

Full Time
United States
Posted 1 month ago

Skan’s vision is to be the foundation for operational intelligence and the fabric of the future of work. If you are interested in working on an AI-powered platform and redefining business process discovery and management, join us in our journey.


For this position, we are looking for remote candidates located in the United States and Canada.

As a Customer Success Manager, you will be responsible to manage the full life cycle of customer journey resulting in customer satisfaction, revenues, and profitability goals. In this role, you will build trusted advisor relationships with your clients through deep understanding of their problems, demonstrable product and business process knowledge, highest quality of Skan implementations and solutioning. Our Customer Success Managers will focus on expanding our offerings within customer accounts, increase customer retention, solve customer issues, and drive customer satisfaction. We’re looking for a customer-focused leader with success in delivering exceptional client satisfaction and complex process transformation programs.


What You’ll Do:

  • Lead Program Management across all phases of engagement from onboarding, implementation, training, and ongoing support
  • Learn and implement Skan customer success model including customer value management methodologies – Lead clients through value discovery, value enablement, value delivery and validation phases of implementation
  • Manage all aspects of project delivery – planning, reporting, coordination and risk management including governance
  • Develop deep expertise in Skan product – technology, implementation and configuration
  • Understand customer organization, business processes, pain areas, business goals, and collaborate with internal Skan teams to develop Skan solutions and present them to achieve Skan product adoption growth
  • Build relationships across business owners, technology leaders and vendor management
  • Monitor and achieve goals around Skan adoption, license usage, business outcomes delivery, renewals and revenue expansion
  • Build and share customer case studies , project learnings and radiate within other teams
  • Gather Intelligence on customer initiatives, priorities, and Leadership directions
  • Manage license renewals in partnership with Sales
  • Provide Executive briefings and status updates
  • Report and track all metrics in the customer success management tool
  • Manage Program governance activities like monthly and quarterly business reviews with executive stakeholders
  • Organize customer onboarding, change management and training/certification
  • Collaborate with Skan marketing, product management and executive teams to organize knowledge sharing, best practices and discovery workshops



What You’ll Bring

Need to have

  • Bachelor’s Degree in technology or management
  • 6+ years of professional experience preferably in customer success management, relationship management, delivery management, consulting or enterprise delivery
  • Must have experience in business process design or intelligent automation or related areas
  • Industry knowledge and experience in delivering Digital Transformation Initiatives and Project Management
  • Leadership skills and an ability to coordinate and collaborate with Field Engineering and Solution Engineering teams
  • 2+ years’ experience in the banking and financial services, Insurance or healthcare verticals managing client relationships and delivery

Nice to have

  • Strong interpersonal skills
  • Strong organization and presentation skills
  • A propensity for relationship building
  • Professional experience in Financial Services and/or Insurance


  • 100% coverage of Health Care Plan (Medical, Dental & Vision)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Unlimited Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Remote position


The US on-target compensation range for this full-time position is $100,000- $150,000 USD. Actual compensation is based on various factors, including but not limited to work location, job-related skills, and experience. In addition to a base salary, this role is also eligible for benefits and equity.

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Job Features

Job Category

Remote Customer Service Jobs

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