Collaborate Across Teams: Work cross-functionally with Product Management, Product Development, Sales, and Leadership to drive customer success.
Manage Key Relationships: Build and maintain strong relationships with C-suite executives, buying influencers, and other leadership contacts.
Define Customer Success: Partner with your team to create and refine Customer Success Management strategies for enterprise-level financial institutions.
Master the Product Suite: Develop a deep understanding of the Verafin product suite and effectively map customer needs to product solutions.
Lead Effective Meetings: Organize and conduct successful meetings by setting agendas, attending calls, documenting outcomes, and ensuring accountability for commitments.
Promote Key Initiatives: Communicate and advocate for key initiatives to ensure thorough product adoption, drive retention, and identify expansion opportunities.
Optimize Application Use: Continuously seek opportunities to help customers optimize their use of the application.
Ensure Smooth Transitions: Provide your successor with the necessary historical information to ensure a seamless account transition and continued success.

5+ years of demonstrated proficiency in managing customer relationships.
A genuine enthusiasm for engaging with customers and uncovering their needs.
Confident, articulate, and professional communication abilities.
Ability to interface and communicate effectively with multiple levels within a customer’s organization.
Skilled in managing competing priorities while ensuring all teams meet their requirements.
High-level critical thinking skills to prioritize customer needs and secure buy-in.
Deep understanding of customer retention through relationship building.
Comfortable delivering difficult messages and handling conflict when necessary.
Experience with Tier 1 account management is a valuable asset.

Enterprise Customer Success Manager

Key skills