Customer Success Director - Financial Services (R-18514) at Dun & Bradstreet

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

10+ years of experience working with large global enterprise clients dealing with data and analytics delivered via highly technical solutions
Solid customer success or account servicing experience with complex, enterprise solutions into the Financial services industry
Proven track record in delivering retention results through successful Client success engagements
Strong collaboration and influencing skills
Client-centric approach, with good commercial instincts. The ability to build and maintain relationships with Clients and internal stakeholders
Excellent listening, presentation and communication skills at all business levels and displays effective interpersonal skills
Innovative thinker who is willing to look at new ways to achieve stated objectives
Self-starter who can work independently, enjoys solving problems and executing against plans
Strong service management and project management skills
Show an ownership mindset in everything you do

Responsibilities

Accountable for assigned full lifecycle of the Enterprise Client’s overall success with D&B: Driving Adoption & Value Realisation activities, Growth of D&B footprint, Client Satisfaction and Supporting renewals
Work closely with D&B Sales/Client Success Leaders to categorize client engagement opportunities based on risk, spend and growth opportunity. And coordinate Post-Sales Teams to deliver all services covered by the contractual agreement
Mature interpersonal skills and expertise to actively engage and influence CIOs, CTOs, and senior stakeholders, to action and deliver measurable improvements to their organizations, to create/deliver a D&B solution value plan to ensure their business goals are achieved
Independently network and own service relationship with your Client community via Face-to-Face meetings to build intelligence on Technology Infrastructure, Strategic Objectives and further D&B partnership
Design meaningful Metrics and KPIs to evidence value (ROI) from client investment in D&B solutions and accountable for reporting to internal/external stakeholders
Deliver external service reviews (preferably Face-to-Face) to review solution adoption, progress key initiatives and assess client sentiment
Lead Strategic Account Planning by sharing intelligence from service relationship with Sales Peers
Lead development of the future service engagement plan (covering T-Minus Retention planning, Value Initiatives, growth enablement and competitor displacement)
Develop specialist industry knowledge relevant to your Client base to advise on industry dynamics/trends, peer best practices and how best to utilize D&B solutions
Work within an account team matrix and lead Senior stakeholders/User Communities towards identifying their vision by evangelizing the capabilities of D&B
Identify risks to clients achieving their stated business goals and work with the virtual team to build a risk mitigation / get well plan

Skills

Key technologies and capabilities for this role

Customer Success ManagementStakeholder EngagementValue RealizationClient AdoptionRenewals ManagementKPI DevelopmentStrategic PlanningRelationship ManagementFinancial Services

Questions & Answers

Common questions about this position

What is the employment type for this Customer Success Director role?

This is a full-time employee position.

Is this Customer Success Director role remote or does it require office work?

This information is not specified in the job description.

What are the key skills required for the Customer Success Director position?

The role requires mature interpersonal skills to engage and influence CIOs, CTOs, and senior stakeholders, expertise in delivering client success strategies, and specialist industry knowledge in Financial Services.

What is the company culture like at Dun & Bradstreet?

Dun & Bradstreet is a team of diverse thinkers and problem solvers with 6,000+ people in 31 countries who share a common curiosity to turn data into value in a future-ready company.

What makes a strong candidate for this Customer Success Director role?

Strong candidates will have experience leading enterprise client relationships, driving adoption and value realization, and engaging senior stakeholders through face-to-face interactions in the Financial Services sector.

Dun & Bradstreet

Business intelligence products for companies

About Dun & Bradstreet

Dun & Bradstreet seeks to create a global network of trust enabling clients to turn uncertainty into confidence, risk into opportunity, and potential into prosperity. The company is building on its world-class data and analytics—Dun & Bradstreet Data Cloud—to deliver more data and deeper insights.

Jacksonville, FloridaHeadquarters

1840Year Founded

$364.8MTotal Funding

IPOCompany Stage

Data & Analytics, ConsultingIndustries

5,001-10,000Employees

Benefits

Medical and Prescription Drug: Comprehensive coverage through a choice of a Preferred Provider Organization (PPO) plan and Consumer Directed Health Plan (CDHP). The CDHP plan has a Health Savings Account (HSA) option. D&B contributes to the HSA each year.

Dental: Insurance including preventive care, basic care, major care and orthodontia

Vision: Coverage for routine eye exams and prescription lenses, frames and contact lenses

Health Care Accounts: Set aside before-tax dollars to pay for eligible health care expenses. You can choose a Healthcare Flexible Spending Account (FSA) or Health Savings Account (HSA).

Life Insurance: Company paid life insurance, as well as additional coverage including Basic, Supplemental, Spouse or Domestic Partner, and Child

Accidental Death & Dismemberment Insurance: Benefit that provides a payment if you suffer an accident that is fatal or dismembering

Business Travel Accident Insurance: Benefit that provides a payment if you are injured or die as a result of an accident while traveling on Company-approved business

Short-Term Disability (STD): Company provided benefit that offers you income protection for absence due to nonwork-related injury or illness

Long-Term Disability (LTD): Coverage that picks up when your STD ends. It provides income protection if you become totally disabled and are unable to work after 180 days of continuous disability.

Critical Illness Insurance: Insurance that is intended to supplement your medical and disability coverage. It provides a lump-sum benefit in the event you (or a covered family member) are diagnosed with a covered condition, such as cancer, heart attack, and more

Hospital Indemnity Insurance: Provides a lump-sum benefit to help you pay for costs in the event you (or a covered family member) are hospitalized.

Accident Insurance: Provides a lump-sum benefit to help you (or a covered family member) pay for costs for a covered injury and related services

401(k) Plan: Retirement plan into which you can make before-tax, Roth and after-tax contributions; company match is available along with a wide range of investment options

Personalized Planning & Advice (PP&A): Assistance with 401(k) investment decisions and financial wellness

Dependent Care Flexible Spending Account (FSA): Set aside before-tax dollars to use towards eligible dependent child or adult care services

Legal Insurance Plan: Insurance plan that provides you with prepaid legal services to help you address a wide range of legal matters (i.e. home purchase, will creation, small claims court, dispute with a home contractor, and much more)

Home and Auto Insurance: Special group rates and discounts on protection of your home, car and other personal property

Commuter Benefit: Pay for your commuting expenses through before-tax payroll deductions

Pet Insurance: Plan that reimburses you for expenses incurred for covered services

Vacation days: 20 days and you are eligible to earn more based on your years of service

Holidays: 9 paid days that coincide with the national holidays when our US offices are closed, plus one floating holiday of your choice

Volunteer Days: Two days per year to volunteer

Unsick Day: One paid day off to visit the doctor when you are not sick

Paid Maternity & Paternity Leave: Up to 16 weeks of paid leave for the primary caregiver, and up to 2 weeks of paid leave for the secondary caregiver

Employee Assistance Program (EAP): Free confidential support, including access a network of professional counselors, and referrals on resources for everyday needs

Adoption Assistance: Reimbursement for eligible expenses related to adopting a child

Education Assistance: Provides financial assistance for outside education to enable team members to achieve greater results in their current position and/or to prepare team members for future assignments within Dun & Bradstreet

Risks

Rapid AI adoption in B2B could increase competition for D&B's traditional services.

Partnership with Lili may expose D&B to credit management risks for small businesses.

Generative AI in D&B Hoovers may face data privacy and security challenges.

Differentiation

Dun & Bradstreet's DUNSRight® Quality Process ensures high-quality, decision-ready business insights.

The company offers a vast global commercial database with over 220 million business records.

D&B's integration of AI, like ChatD&B, enhances real-time business decision-making capabilities.

Upsides

D&B's AI-driven solutions, like D&B Ask Procurement, improve procurement efficiency and decision-making.

Partnerships with fintechs, such as Lili, expand D&B's offerings for small business banking.

Recognition as a leader in KYC Data Solutions strengthens D&B's market position.

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