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Customer Success Manager

Remote: 
Full Remote
Contract: 
Salary: 
105 - 135K yearly
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

5+ years relevant work experience, SaaS Customer Success and/or Account Management experience, Experience in Financial Services and/or Insurance preferred, Strong presentation and communication skills, BA/BS degree.

Key responsabilities:

  • Develop trusted advisor relationships with clients
  • Oversee customer adoption and training
  • Identify and grow account opportunities
  • Drive contract renewals and upsells
  • Collaborate with sales teams for growth attainment
Hearsay Systems logo
Hearsay Systems Financial Services SME https://www.hearsaysystems.com/
201 - 500 Employees
See more Hearsay Systems offers

Job description

At Hearsay Systems, we are passionate about our customers. Customer success is more than an aspiration – it’s one of our core values. An unwavering focus on delivering great customer outcomes is the hallmark of our global Customer Success team.

About Hearsay Systems

Founded in 2009, Hearsay Systems is the global leader in digital client engagement for financial services, trusted by leading financial firms including BlackRock, Charles Schwab, and New York Life. Our platform empowers over 260,000 advisors and agents to compliantly scale personalized customer engagements across social media (Facebook, LinkedIn, X, Instagram), websites, text, and voice. 

In August 2024, Yext (NYSE: YEXT) completed its acquisition of Hearsay Systems--combining its industry-leading digital presence management platform with Hearsay Systems’ compliant engagement solutions across social media, websites, text, and voice. Now, brands will be empowered to manage all digital channels and touchpoints throughout the customer journey—from one single platform.

With globally distributed teams in North America, Europe and Asia, we are a tight-knit, dedicated team that passionately believes in our products, people, and culture.

We are currently looking to hire a Customer Success Manager to join our team. In this role, you will drive customer adoption and success within a defined set of Fortune 500 customers. You are comfortable at both consulting with and negotiating with C-level executives, backed by a strong understanding of their business objectives. Key to this role is being able to articulate value, inspire, and sell the future of Hearsay and Yext to encourage adoption and expansion.

As a trusted advisor and coach, the Customer Success Manager determines how our products can be effectively applied to support achievement of a company's strategic business goals. You should possess strong application functional expertise, expertise in business application deployment cycles, as well as strong account management expertise.

About the role:
  • 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

  • About you:
  • 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 mediaUnderstanding 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

  • Your typical day may include:
  • Meeting with key project owners at our key accounts
  • Performing KYC activities
  • Being the driving force behind several concurrent implementations
  • Leading social media consulting and best practices sessions
  • Defining and documenting adoption and expansion strategies for your customer portfolio
  • Providing input to the Hearsay and Yext product roadmap based on feedback from customers
  • Interaction with just about all teams -- sales, ENG, marketing, product, data
  • Updating Salesforce Customer Success data for reporting, dashboards and Yext leadership on a regular cadence
  • Travel to customer premises required from time to time
  • The full-time annual salary ranges for this role at the time of hire are listed below, by location, in accordance with state and local requirements. Within the ranges, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Salary levels are expected to change to reflect an employee's job performance (results and impact) over time. The ranges below reflect the base salary only, and do not include bonus, equity, or benefits.

    California: $110,000 - $135,000
    Colorado: $105,000 - $120,000
    NYC: $110,000 - $135,000
    Washington: $110,000 - $135,000

    The compensation package for a hired applicant for this role will include company stock options and a semi-annual bonus in accordance with the company's bonus plan.

    All regular, full-time employees are eligible to participate in the following benefits:
    - Medical, dental, vision, and voluntary life insurance plans (along with eligible dependents)
    - Medical and dependent care FSA (or medical HSA with a company contribution if enrolled in a HDHP)
    - Group term life and AD&D insurance
    - 401k plan
    - Flexible vacation time, twelve paid company holidays, nine sick days



    Our commitment to diversity and inclusion: Hearsay values and welcomes diversity in all forms. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We encourage all qualified individuals to apply. If you need assistance, or a reasonable accommodation during the application and interview process, please contact us at: accommodations@hearsaycorp.com. 

    For California Applicants:
    For more information on the information we collect about our applicants and how we use it, please see our California Personnel Privacy Policy.

    Required profile

    Experience

    Level of experience: Senior (5-10 years)
    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Training And Development
    • Verbal Communication Skills
    • Analytical Thinking
    • Consulting

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