Sr. Client Success Manager - FS / Banking

Sr. Client Success Manager - FS / Banking

Pega provides innovative technology to the world's most innovative organizations. As the recognized industry leader in strategic business applications, we challenge companies to rethink the way they do business and empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth trajectory, as you will partner with internal and external stakeholders to drive our client's success.

A Senior Customer Success Manager is responsible for maintaining and expanding relationships and provide technical expertise, where applicable, within a set of defined accounts that are of critical importance to Pega based on reference engagement, and ongoing revenue stream. These accounts will also require a high level of vertical expertise (FS / Banking) as well as ongoing program adoption management and leadership.

Develop a trusted advisor relationship with multiple people in the account to expand engagement with stakeholders across the customer organization

Establish a metrics framework to realize and measure business value through use of Pega software, co-produce a strategic roadmap for transformation, and encourage adoption of best practice through enablement and governance.

Serve as the account's advocate within Pega, managing escalations quickly and effectively and coordinating with other organizations at Pega to take action on behalf of the customer

Use discrete and aggregate measures of customer health to drive insights, to identify and mitigate areas of risk, and to take proactive action

Leverage FS / Banking industry and product knowledge to share insights about how customer can maximize license to drive business benefits

BA / BS Degree or equivalent business experience

10+ years relevant work experience, 5+ years in a Client Success management or consulting role

Prior experience working with global banks / FS clients is required

Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog

Strong consulting skills and proven results working as a trusted advisor to drive business value for clients or stakeholders

Ability to prioritize, multi-task, and perform effectively under pressure

Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation

A proven customer satisfaction and revenue driver. The Senior Customer Success Manager leverages data and relationships to help our customers achieve their business objectives after the initial sale and continuing through the customer lifecycle

Comfortably engages with front-line teams and C-suite leaders, employing the Challenger model to drive business insights. They understand Pega best practices and how to adapt them within each customer's environment to achieve faster time to value.

Has an analytics orientation. Customer Success requires analysis of available data to determine customer health and identification of new data - to drive proactive outreach, which in turn increases customer satisfaction and lowers sales and delivery risks.

Drives for results. Contribute to account plans, and organize resources required to execute the plans and achieve desired outcomes. They measure progress against KPIs, successfully balancing the customer's needs and value to Pega.

Is a thought leader. They leverage their deep domain experience, product knowledge, and industry trends to home in on quantifiable benefits and focus intently on realizing them.

Is service-oriented. They are the primary post-sale point of contact for the customer. They address root causes of dissatisfaction, and proactively coordinate with specialists in Pega to smooth the customer journey and help ensure that Pega's applications are best in class.

A rapidly growing yet well-established business

The world's most innovative organizations as reference-able clients

Gartner Analyst acclaimed technology leadership across our categories of products

Continuous learning and development opportunities

An innovative, inclusive, agile, flexible, and fun work environment

Competitive global benefits program inclusive of pay + bonus incentive

Employee equity in the company