Customer Success Executive - Financial Services

ServiceNow seeks a Customer Success Executive to lead post-sales success and business transformation for strategic financial services accounts. The role guides customers toward measurable outcomes, adoption, renewals, and value realization while partnering with executives, internal teams, and strategic partners.

Responsibilities:

• Drive Post-Sales Success: Own and lead the customer's post-sales transformation by aligning ServiceNow offerings with customer goals and bringing relevant industry thought leadership to the engagement. Foster strong relationships with C-level executives to deliver measurable business outcomes
• Collaborate Strategically: Partner with Account Executives to create and execute integrated pre- and post-sales strategies that deliver long-term value for both the customer and ServiceNow. Orchestrate the right resources at the right time to ensure success
• Mitigate Risks and Drive Value: Proactively identify risks to customer success and work with the customer, internal teams, and strategic partners to develop and execute mitigation strategies that support value realization
• Focus on Key Performance Indicators (KPIs): Guide and inspire the Customer Success team to achieve critical operational KPIs, including adoption, technical health, renewals, customer satisfaction, and expansion. Work closely with customers to align their roadmaps, establish measurable success criteria, and identify new revenue opportunities
• Foster Strategic Alignment: Build relationships with ServiceNow leaders and consistently incorporate customer feedback to drive continuous improvement. Align business transformation insights with customer and organizational goals to support long-term success
• Advocate for Innovation and Continuous Learning: Serve as a strategic thought leader by advancing innovative solutions that help customers achieve their long-term goals. Foster a culture of agility, continuous learning, and calculated risk-taking across the team

Requirements:

• BA/BS degree or equivalent experience required
• A minimum of 12 years of experience in management consulting, industry leadership, solution consulting, or a comparable role focused on technology-enabled business transformation within banking, financial services, digital, SaaS, or enterprise software
• Strong experience building trusted relationships with C-level business and technology leaders, including leaders within regulated banking or financial services environments
• Demonstrated success leading large-scale strategic accounts and exceeding business objectives, with a proven track record of building and leading high-performing Customer Success or Consulting teams
• Strong experience identifying and solving complex business problems and aligning solutions with customer business objectives and measurable outcomes
• A history of working across multiple functions and driving alignment in large, matrixed environments
• Experience working within a regulated banking or financial services environment
• Experience advising customers on integrating AI into business processes, decision-making, and problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, and evaluating AI's potential impact on the customer's function or industry
• Ability to thrive in rapidly changing environments and adapt strategies to new challenges and opportunities
• Ability to create repeatable processes for scalable execution while maintaining a hands-on approach to ensure critical activities are completed efficiently
• Excellent communicator and influencer with the ability to work effectively across a global organization and foster collaboration at all levels
• Deep understanding of customer needs, challenges, and motivations, with the ability to address concerns and ensure customer satisfaction
• Knowledge of adoption, value realization, organizational change management, and customer success methodologies
• Experience orchestrating cross-functional teams, strategic partners, and customer stakeholders in large, matrixed environments
• Ability to translate complex business and technology topics into clear, outcome-focused executive narratives
• Strong executive communication, facilitation, presentation, storytelling, negotiation, and influencing skills
• Demonstrated experience developing enterprise strategies, workforce and staffing strategies, governance frameworks, and operating models
• ServiceNow platform experience
• relevant ServiceNow certifications