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Senior Customer Success Manager - Financial Services

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.

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.

  • 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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CEO of Sinch
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Laurinda Pang
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What You Should Know About Senior Customer Success Manager - Financial Services, Sinch

Sinch is looking for a dynamic Senior Customer Success Manager in Financial Services to join our innovative team! As a leader in Communication Platforms as a Service (CPaaS), we empower businesses around the globe to engage customers through mobile messaging, email, voice, and video. In this role, you'll dive deep into a portfolio of high-profile existing accounts, utilizing your expertise in large enterprise financial sales to discover exciting cross-sell and upsell opportunities. Your main goal? Building strong relationships and ensuring our clients see the immense value of our cutting-edge solutions. Collaborating with Technical and Customer Success teams, you'll actively drive service adoption while addressing any client concerns swiftly. Think of yourself as the go-to trusted advisor for clients, guiding them through the intricate landscape of our offerings to unlock their full potential. You'll need to stay ahead of industry trends, using your analytical thinking to maintain and forecast performance metrics effectively. Perhaps the best part? You get to work remotely, enjoying the flexibility that comes with it while contributing to our mission of connecting people across 15 billion phones worldwide. So, if you’re a proactive relationship-builder with a strong track record in enterprise sales, come and join Sinch where you'll make a real impact every day!

Frequently Asked Questions (FAQs) for Senior Customer Success Manager - Financial Services Role at Sinch
What are the responsibilities of a Senior Customer Success Manager at Sinch?

As a Senior Customer Success Manager at Sinch, you'll be responsible for managing high-profile existing accounts, identifying upsell and cross-sell opportunities, and ensuring customer satisfaction and retention. You'll track customer health metrics, provide insights for service adoption, and maintain strong relationships, acting as a trusted advisor for your clients.

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What qualifications are required for the Senior Customer Success Manager position at Sinch?

To qualify for the Senior Customer Success Manager role at Sinch, candidates should possess at least 5-10 years of enterprise sales or account management experience, specifically working with large enterprise customers in the financial services sector. A background in CPaaS, telecom, or enterprise software is highly preferred.

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How does Sinch support the professional development of Senior Customer Success Managers?

At Sinch, professional development is a priority. As a Senior Customer Success Manager, you'll have opportunities for ongoing learning and networking to maintain your professional and technical knowledge. This includes access to various resources and training that empower you to excel in your role.

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What is the expected salary range for a Senior Customer Success Manager at Sinch?

The starting annual salary for the Senior Customer Success Manager position at Sinch typically ranges from $120,000 to $140,000. However, compensation can vary based on factors such as geography, skills, and experience, and this role is also eligible for commissions under the company's plan.

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What kind of work environment can a Senior Customer Success Manager expect at Sinch?

Sinch fosters a flexible and remote work environment, valuing results over location. As a Senior Customer Success Manager, you'll enjoy the autonomy to work where you're most productive while being part of a diverse and innovative team driving real change in customer engagement.

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Common Interview Questions for Senior Customer Success Manager - Financial Services
Can you describe your experience with managing large enterprise accounts in the financial services sector?

When answering this question, focus on specific accounts you've managed, the strategies you've employed to foster client relationships, and how you’ve successfully driven growth within these accounts. Highlight any measurable outcomes or successes you've achieved.

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How do you approach upselling and cross-selling to existing clients?

Discuss your methodology for recognizing upsell opportunities, such as conducting regular account reviews or engaging in open dialogue with clients about their evolving needs. Be sure to incorporate examples of successful upselling outcomes you've achieved in your previous roles.

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What strategies do you use to track customer health metrics?

Explain the tools and metrics you use to monitor customer engagement and satisfaction, discussing any CRM software you've utilized in the past, like Salesforce. Illustrate how you apply these metrics to proactively address potential issues and enhance service delivery.

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Can you give an example of a significant challenge you've faced in this role and how you overcame it?

Provide a concise example of a challenging situation, focusing on the actions you took to resolve it and the positive outcomes that resulted. Emphasize your problem-solving skills and ability to collaborate with teams to support client needs.

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How would you maintain professional knowledge in the fast-evolving CPaaS industry?

Discuss your commitment to continuous learning through attending industry conferences, participating in webinars, and reading literature on market trends. This demonstrates your proactive approach to staying informed and adaptable in a rapidly changing field.

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How do you prioritize your tasks when managing multiple accounts?

Talk about your time management skills and methodologies, such as using project management tools or prioritization frameworks. Mention how you ensure that each client receives the attention they need while still meeting corporate objectives.

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What role do you see customer feedback playing in the development of Sinch's products?

Express your understanding of the importance of gathering customer feedback to inform product development decisions. Share examples of how you've successfully relayed client insights to internal teams to enhance service offerings.

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Describe your ideal approach to collaborating with Technical teams.

Outline how you ensure seamless communication between customer success and technical teams, emphasizing the importance of aligning client needs with technical capabilities to drive higher service adoption rates.

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What do you believe are the core values necessary for success at Sinch?

Reflect on Sinch's values—Make it Happen, Dream Big, Keep it Simple, and Win Together. Explain how incorporating these values into your work justifies your track record of success and alignment with the company culture.

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What motivates you to excel in a customer success role?

Discuss your passion for helping clients achieve their goals, driving sustainable growth for their businesses, and the satisfaction derived from seeing your efforts positively impact both clients and the organization as a whole.

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DATE POSTED
March 17, 2025

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