Sr. Customer Success Manager, Financial Services- Remote at Highspot

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Experienced Customer Success Manager with a proven track record of driving customer value and revenue retention
Passionate about enablement and its ability to transform organizations
Expertise in the Highspot platform
Ability to thrive in a highly collaborative environment
Experience building strong relationships with customers across various organizational levels and functions (Sales, Marketing, IT, Finance, Enablement, Operations)
Skill in multi-threading relationships with stakeholders at ATL, OTL, and BTL levels
Ability to proactively identify account risks and opportunities
Experience collaborating with internal teams like Deployment Consultants, Technical Account Managers, Support, Professional Services, and Account Management
Focus on Financial Services customers

Responsibilities

Serve as the primary owner of customer relationships, acting as the face and voice of Highspot internally and externally
Deeply understand customer needs and help business leaders expand value, footprint, and depth of engagement
Manage relationships with solution owners (Enablement, Marketing, Ops, etc.) to drive product usage and engagement
Multi-thread relationships across Enablement, Sales, Marketing, Operations, Finance, IT, and others at all levels (ATL, OTL, BTL); rebuild relationships in case of stakeholder turnover
Collaborate with customers to develop Mutual Value Plans
Analyze portfolio to identify risks and opportunities, prioritize for impact
Collaborate with Account Management on renewal risks, project manage plans to mitigate churn risk ("get to green")
Identify expansion opportunities and pass them to the Account Management team
Partner internally with Deployment Consultants, Technical Account Managers, Support, and Professional Services to optimize implementations and resolve technical challenges
Deliver customer-facing milestones including Solution Health Reviews and Strategic Business Reviews
Partner with Account Management for renewals and expansions
Drive product adoption, ensure customer satisfaction, and foster advocacy across organizational levels

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementProduct AdoptionCustomer RetentionSales EnablementCross-functional CollaborationRisk ManagementSalesMarketingITFinance

Questions & Answers

Common questions about this position

Is this Customer Success Manager role remote?

Yes, this is a remote position as indicated by the job title.

What is the salary or compensation for this role?

This information is not specified in the job description.

What skills and experience are required for this Customer Success Manager position?

The role requires experience in customer success, a proven track record of driving customer value and revenue retention, passion for enablement, and the ability to thrive in a highly collaborative environment. Candidates should be skilled in building customer relationships, driving product adoption, understanding customer needs, and strategically expanding engagement.

What is the company culture like at Highspot?

Highspot focuses on creating equitable workspaces where everyone feels a deep sense of belonging, is empowered to be an agent of change, and can transform themselves, their workplace, and their world. They emphasize authentic representation of values and a highly collaborative post-sales team environment.

What makes a strong candidate for this Sr. Customer Success Manager role?

Strong candidates are passionate about sales enablement, have experience ensuring customer satisfaction and retention, excel at building relationships across organizational levels, and demonstrate the ability to drive product adoption and revenue expansion in a collaborative team setting.

Highspot

AI-powered sales enablement platform

About Highspot

Highspot provides a sales enablement platform that helps sales teams improve their productivity and efficiency. Its main product, Highspot Copilot, is an AI-powered digital assistant that delivers the right content to sales representatives at the right time, enhancing their ability to engage and convert potential buyers. The platform supports sales teams by managing sales content, preparing reps for different selling scenarios, and facilitating personalized interactions through digital sales rooms. Highspot also includes features for onboarding and training sales reps, ensuring they are well-prepared for real-world situations. Unlike many competitors, Highspot focuses on driving measurable outcomes such as increased win rates and reduced ramp time for sales reps. The goal of Highspot is to empower sales teams to close deals more effectively and generate higher revenue.

Seattle, WashingtonHeadquarters

2012Year Founded

$625.1MTotal Funding

SERIES_FCompany Stage

Enterprise Software, AI & Machine LearningIndustries

1,001-5,000Employees