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Customer Success Manager - Financial Services

Dallas

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences.

We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #16 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.

At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker.

  • Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
  • Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
  • Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward.
  • Talkdesker: YOU!
Responsibilities:
  • Work with Talkdesk’s Financial customers to understand their needs and help them succeed
  • Influence value through product adoption, customer satisfaction and overall health
  • Find opportunities for customers to increase their usage of Talkdesk
  • Assist sales in expanding revenue through cross-sell and up-sell opportunities
  • Develop success plans for customers that outline their critical success factors, metrics for success and potential issues
  • Negotiate and understand complex customer contracts and have the ability to achieve a win-win agreement
  • Assist in onboarding and ongoing support while nurturing long-term partnerships
  • Help customers implement their cloud-based call center to achieve strategic business goals and objectives
  • Ensure that our customers get the most out of their investment in Talkdesk
  • Partner with Marketing to develop case studies outlining KPIs and metrics related to Talkdesk’s ROI
  • Understand why customers use Talkdesk and how they can derive more value from the product
  • Discover and analyze gaps in the customer experience that may lead to customer attrition. Work cross-functionally with others to address such gaps
  • Provide feedback to the product team concerning customers’ requests for product enhancements
Requirements:
  • 5+ years of experience in Customer Success, consulting, technical sales or similar role in a Financial or SaaS business
  • Experience working with top financial companies
  • Proven ability to understand progressive technology
  • A true consulting approach and ability to communicate technical concepts to people of all backgrounds
  • Demonstrated experience in building compelling business cases backed by data to introduce new processes
  • Engaging personality, polished verbal and written communication skills and meticulous attention to detail
  • Exceptional ability to develop relationships
  • Experience in mitigating churn, driving renewals and other revenue producing programs
  • Experience in interpreting data analytics and deriving insights that drive customer value
  • Highly organized self-starter who runs towards opportunities
  • Ability to work cross-functionally in a fast-paced startup environment
  • Strong business acumen
  • 25 - 30% travel expected
  • MBA is a bonus

Work Environment and Physical Requirements:

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

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