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Senior Manager
Customer Success Management, Financial Services
Posted on 7/26/2022
Seattle, WA, USA • San Francisco, CA, USA • Remote in USA • Chicago, IL...
Experience Level
Desired Skills
Data Analysis
  • BA/BS degree or equivalent work experience
  • 8+ years of management experience in customers success, account management, consultative sales and/or business consulting
  • 5+ years of Financial Services SaaS experience
  • Manage team of individual CSMs, responsible for their professional growth and development
  • Manage, retain and grow Enterprise Financial Services territory
  • Hire and develop CSMs to meet retention and growth targets
  • Set the culture, pace, and expectations for your team
  • Set the direction for their team to align to the broader organizational strategy
  • Create relationships and collaborate cross functionally to ensure DAC product adoption and customer success
  • Maintain financial integrity of the CSM department, including expense management, budget changes, etc
  • Serve as thought leader, customer advocate and partner to your employees and customers
  • Analyze usage and data patterns to provide insights, guidance, and set strategy
  • Present teams progress, results, risks, and successes to broader leadership
  • Drive customer outcomes in support of their team in the field
Desired Qualifications
  • Proven record of meeting performance goals
  • Experience in a field organization with targets and financial goals
  • Subject matter expertise with Telco, Media or Utilities industries
  • Proven track record of leading and building teams of individuals that consistently meet and exceed established goals
  • Able to attract and retain talent
  • Creates a professional culture that encourages innovation, motivates employees, and delivers outcomes
  • Demonstrated ability to successfully resolve situations that are broadly defined, complex, diverse, and/or occasionally, unprecedented
  • Experience with enterprise content and/or contract platforms such as ECM, Document Management, Contract Management, eDiscovery or BPM systems and related implementations
  • Background using data and analytics in decision making
  • Ability to interact and influence all levels and divisions within an organization
  • Change management and Leading Change methodology and/or first-hand experience
  • Excellent communication and presentation skills, both written and verbal
  • Experience with AI and machine learning technologies and implementations
  • Project management, business process reengineering knowledge and/or first-hand experience
  • Salesforce and Gainsight experience
  • Self-motivated, highly collaborative, creative, goal- and growth-oriented, and team-centric

1,001-5,000 employees

Platform for electronic signatures & agreements
Company mission
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.
  • 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)