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Customer Success Manager II
Financial Services
Posted on 8/6/2022
INACTIVE
Locations
Remote • United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
Sales
Salesforce
Segment
Requirements
  • BA/BS degree or equivalent work experience
  • 8+ years of customer-facing experience managing to proven outcomes
  • 5+ years of SaaS experience
Responsibilities
  • Serve as thought leader, customer advocate and partner to DocuSign's most strategic Financial Services customers in our Commercial segment
  • Develop and execute success plans in collaboration with Sales and Customer Success partners to reflect a holistic path to a modernized system of agreement
  • Analyze usage patterns to provide insights and guidance
  • Liaise between customer and internal teams at DocuSign
  • Gain consensus with key customer stakeholders
  • Measure the results of executed strategies to determine their efficacy
  • Drive cross-functional opportunities for adoption growth
  • Deliver adoption-related insights and readouts of specific customer outcomes
  • Propel execution of “Success Plan” and associated customer interactions
  • Identify customer resource requirements and dependencies and address gaps
  • Collaborate and communicate with Sales/Support to ensure alignment on plans
  • Drive transparency of current execution states for the assigned portfolio
Desired Qualifications
  • Experience with enterprise platforms such as ECM, Document Management, Contract Management, or BPM systems
  • Project management, business process reengineering and change management methodology knowledge and/or first-hand experience
  • Salesforce and Gainsight experience
  • Ability to conduct value analysis around ROI
  • Subject matter expertise in the Financial Services industry, including fluency in any regulatory or compliance requirements
  • Self-motivated, highly collaborative, creative, goal- and growth-oriented, and team-centric
  • Ability to build effective strategy, both with our customers and internally, and couple it with execution
  • Ability to interact with and influence all levels from individual contributors to executives
  • Proven record of meeting performance goals
  • Excellent written and verbal communication skills
DocuSign

1,001-5,000 employees

Platform for electronic signatures & agreements
Company Overview
DocuSign is on a mission to accelerate business and simplify life for companies and people around the world. The company provides an e-signature technology that helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
Benefits
  • Health benefits: Medical, dental, and vision
  • Life and disability benefits
  • Savings: Pre-tax parking plans, Health Savings Accounts, Health Care FSA, Dependent Care FSA
  • Wealth Generation: 401(k) or other retirement plans, Employee Stock Purchase Plan, Restricted Stock Units, Sales Commissions, Company Incentive Plan (CIP)