Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

Hearsay Systems

Hearsay Systems

501-1,000 employees

Client engagement platform for financial services

Fintech
Financial Services

Compensation Overview

$105k - $135kAnnually

+ Stock Options + Semi-Annual Bonus

Senior

Remote in USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Social Media
Business Strategy
Requirements
  • 5+ years relevant work experience, including Saas Customer Success and/or Account Management
  • Experience with Financial Services and/or Insurance preferred
  • Knowledgeable and passionate about social media
  • Understanding of how social media drives business value and ROI
  • Experience delivering highly effective executive-level presentations
  • Excellent presentation, written, and oral communication skills
  • Ability to navigate complex customer organizations effectively
  • BA/BS degree
Responsibilities
  • Develop a trusted advisor relationship with customer program administrators, project managers and executive sponsors such that all activities are closely aligned with the customer's business case and business strategy, allowing the full potential of their Hearsay and Yext solutions to be realized
  • Establish and oversee the customer's adoption, training and development of best practices to continually drive incremental value and return on the customer's investment
  • Identify and grow opportunities and collaborate with sales teams to ensure growth attainment
  • Understand and assess customer requirements, level of adoption of the service and corporate structure as it applies to Hearsay and Yext roll out and adoption
  • Disseminate application and vertical best practices
  • Serve as a coach and trusted advisor to customers
  • With the account team, drive contract renewals and upsells

Hearsay Systems provides a client engagement platform tailored for the financial services industry, helping advisors and agents in wealth management, life insurance, and property and casualty insurance to strengthen their client relationships. The platform allows financial advisors to communicate with clients through various digital channels, such as social media, text messaging, and mobile calls, enabling personalized interactions that foster client engagement and business growth. Hearsay Systems differentiates itself from competitors by offering comprehensive compliance tools that automate the monitoring and supervision of digital communications, ensuring that firms adhere to complex regulatory requirements. The company's goal is to empower financial advisors to acquire new leads and increase their share of client business while simplifying compliance processes.

Company Stage

Acquired

Total Funding

$49.6M

Headquarters

San Francisco, California

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

14%
Simplify Jobs

Simplify's Take

What believers are saying

  • The acquisition by Yext could provide Hearsay Systems with additional resources and capabilities to enhance its platform and expand its market reach.
  • Hearsay's extensive data from its Social Selling Content Study offers valuable insights that can help financial firms optimize their social media strategies.
  • The successful adoption of Hearsay Sites by clients like Co-operators demonstrates the platform's effectiveness in driving customer engagement and business growth.

What critics are saying

  • The acquisition by Yext may lead to strategic shifts that could disrupt Hearsay's current operations and focus.
  • Decreasing engagement rates on social media, as highlighted in the 2024 Social Selling Content Study, could impact the perceived value of Hearsay's platform.

What makes Hearsay Systems unique

  • Hearsay Systems specializes in digital client engagement specifically for the financial services industry, unlike broader communication platforms.
  • The platform's compliance tools are tailored to the complex and evolving regulatory landscape of financial services, providing a significant advantage over generic communication tools.
  • Hearsay's focus on personalized interactions through multiple digital channels helps financial advisors and agents build stronger client relationships, setting it apart from competitors.

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