Senior Customer Success Manager - Financial Services

1 Month ago • 5-10 Years • Business Development • $120,000 PA - $140,000 PA

Job Summary

Job Description

Sinch seeks a Senior Customer Success Manager with large enterprise financial sales expertise to focus on cross-sell and upsell within a portfolio of high-profile accounts. Responsibilities include identifying and pursuing business opportunities, building strong client relationships, promoting deeper product usage, tracking customer health metrics, providing ongoing support, collecting customer feedback, forecasting performance, and maintaining CRM data. The ideal candidate is analytical, consultative, and skilled in business development and client relationship management, with experience managing the entire sales cycle from qualification to implementation. This role requires collaboration with technical and customer success teams and involves cross-sell/up-sell targets, reporting to the Director of Finance, North America.
Must have:
  • Enterprise Sales experience in Financial Services
  • CPaaS or related Enterprise Sales experience preferred
  • Experience with VP level and above in Fortune 500 companies
  • Strong relationship building and strategic leadership
  • Proven track record of success in Sales/Account Management
Good to have:
  • Knowledge of Messaging, Telecom, and/or Enterprise Software
Perks:
  • Comprehensive medical, dental, and vision plans
  • Virtual counseling resources
  • 401(k) options with employer match
  • Paid time off
  • Paid parental leave
  • Flexible remote work
  • Paid time off for volunteering

Job Details

Description

Sinch is a global leader in the growing market for Communication Platforms as a Service (CPaaS) and mobile customer engagement. We are specialists in allowing businesses to reach everyone on the planet, in seconds or less, through mobile messaging, email, voice, and video.

We reach every phone on earth. From the lifechanging to the time-saving, we're helping our customers to interact with people like never before. For you, that means working in an environment that offers an incredible variety of exciting challenges, and the chance to impact how billions of people engage with their favorite brands. The dream of personalizing content to all 15 billion phones on the planet.

More than 150,000 businesses, including many of the world’s largest companies and mobile operators, use Sinch’s advanced technology platform to engage with their customers. Moreover, Sinch has been profitable and fast-growing since its foundation. Sinch's core values are Make it Happen, Dream Big, Keep it Simple and Win Together. These values describe how our global organization works and inspire every of our more than 5,000 employees across 60 different countries.

Requirements

The essence of the role:

We are seeking a Senior Customer Success Manager with Large Enterprise Financial Sales expertise and a strong track record of success. This role focuses on cross-sell and upsell opportunities within a portfolio of high-profile existing accounts.

As an Individual Contributor, the Senior CSM must be a proactive, customer-first professional who excels at identifying opportunities, expanding key executive relationships, and driving revenue growth. This role requires close collaboration with Technical and Customer Success teams to enhance customer engagement and maximize service adoption.

The ideal candidate is an analytical thinker with a consultative approach, skilled in business development and client relationship management.

Responsibilities include maintaining strong client relationships, ensuring value delivery, and identifying new opportunities for growth within existing accounts.

Key Responsibility Areas:

  • Identify and pursue business opportunities by analyzing sales options and industry trends.
  • Develop and maintain strong relationships with existing clients, acting as their primary touchpoint and trusted advisor.
  • Promote deeper product usage by creating clear, value-driven use cases
  • Track customer health metrics, proactively addressing issues to ensure satisfaction and retention.
  • Provide ongoing support, insights, and recommendations to improve service adoption and profitability.
  • Collect and relay customer feedback to Engineering and Product teams to inform future development.
  • Accurately forecast business performance and maintain CRM data in Salesforce.
  • Stay current on industry trends, competitive activity, and best practices.
  • Maintain professional and technical knowledge through ongoing learning and networking.

This role carries cross-sell and up-sell targets and is based in the U.S., reporting to the Director of Finance, North America.

Skill Sets Required:

  • Bachelor’s or master’s degree preferred.
  • At least five (preferably 7-10) years of industry Enterprise Sales and/or Account Experience working with Large Enterprise Customers or Customers in the Financial Services Sector.
  • Background in CPaaS or other related Enterprise Sales experience preferred.
  • Knowledge of Messaging, Telecom and/or Enterprise Software.
  • Able to manage the entire upsell/cross-sell sales cycle from qualification to presentation, closing and implementation.
  • Experience with VP level and above within Fortune 500 companies.
  • Strategic leadership ability and relationship building skills are critical.
  • High energy and motivated personality who can drive revenue growth.
  • Demonstrated track record of success in previous Sales / Account Management roles.
  • High degree of initiative, dependability, autonomy, and ambitious drive.
  • Must have excellent work ethic.
  • Fluency in English is required.
  • Some travel (15%) may be required.

Benefits

  • STAY HEALTHY: We offer comprehensive market competitive medical, dental, and vision plans. A variety of supplemental plans are also provided to meet your individual needs including access to telehealth for all participants.
  • CARE FOR YOURSELF: Take advantage of our free virtual counseling resources through our global Employee Assistance Program. Your mental health is as important as your physical health.
  • SECURE YOUR FUTURE: Plan for your future with our Roth and Pre-tax 401(k) options including an employer match for all participants.
  • TAKE A BREAK: Enjoy a generous paid time off program. We value balance and understand that performance at work requires time to rest at home and/or rejuvenate on vacation.
  • PUT FAMILY FIRST: We know that families can be built in a variety of ways; therefore, we offer paid parental leave and family planning support.
  • WORK WHEREVER: Our flexible remote work offerings allow you to work wherever you’re the most productive and successful. It’s what you do, not where you work, that matters.
  • MAKE AN IMPACT: Support betterment in your community and beyond by taking paid time off to support a volunteer program of your choice.

Our expert teams are built from some of the most experienced in the industry. We employ people from all over the world, from all walks of life and from all backgrounds. We work together, feeding on our diversity to make us stronger, and we encourage each other to be the best we can be. Innovation drives us, and we challenge ourselves every day. Get in touch and join us on our journey!

The annual starting salary for this position ranges $120,000.00 - $140,000.00 USD. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications. This position is eligible for commissions in accordance with the terms of the Company’s plan. This role will be accepting applications until April 1st, 2025 at a minimum. Please note that the application timeline may be flexible to accommodate a comprehensive candidate evaluation.

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