Customer Success Manager, Enterprise - Financial Services

Yext · New York

Sales & Businessposted 5mo ago

Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com.

We are looking for a Customer Success Manager, Enterprise - Financial Services, to drive adoption and maximize the value of the Yext platform with a strong commitment to learning. You will be responsible for partnering with Financial Services enterprise-level customers, understanding their priorities and pain points, and ensuring that they optimize their Yext investment. CSMs play an integral role in our business, working closely with sales, solution engineers, product management, and GTM teams.

What You’ll Do

Manage a portfolio of assigned Financial Services enterprise-level customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction
Be a trusted Partner:

Build and maintain strong relationships with Yext customers, serving as their primary point of contact for all post-sales activities.
Work with Yext Support, Product Management, Services, and GTM teams to share customer feedback and act as an internal advocate for our customers
Be an expert on the Yext platform and products

Drive Adoption and Optimization:

Partner with customers to develop and execute strategic success plans, aligning Yext solutions with their business objectives and goals.
Conduct regular reviews, provide progress updates related to reactive issues and proactive customer initiatives, and demonstrate the value of Yext products and services

Deliver Industry Insights and Yext Product Expertise:

Stay up to date with industry trends and best practices and share insights and recommendations with customers
Share product roadmap with customers, provide guidance on how new Yext features and offerings align with customer’s business objectives and help with achieving KPIs

Identify Opportunities for Growth:

Analyzing customer data to identify upsell & cross sell opportunities
Collaborate with Sales and Solution Engineering to pursue growth opportunities

Renewals & Risk Management:

Demonstrate keen situational awareness, adept at deciphering subtle cues and anticipating potential risks ahead of time, taking preemptive measures to mitigate them effectively. Above and beyond attitude to restore and maintain positive sentiment.
Collaborate with Sales on renewals strategy and plans, leveraging customer analytics and metrics to maintain outlined retention goals
Provide accurate renewals forecast

What You Have

BA/BS degree in Sales, Business, Marketing, or Computer Science preferred
A minimum of 4 years of experience in a strategic CSM role with a proven track record of managing enterprise-level customers within the Financial Services industry.
Knowledge of digital marketing technologies - social media marketing platforms, digital experience platforms, reputation management, customer experience platforms, marketing performance management
Familiarity with different listings networks such as Google, Apple, and Facebook and experience with marketing strategy for multi-location businesses
Work experience in organic search/ local SEO within digital media preferred
Strong ability to develop insights from performance data and present a value story to key stakeholders
Experience with subscription GTM approaches for customer success management and renewals
Proven ability to manage a book of business with high gross retention & predictability
Customer-centric mindset - put the customer's needs first, actively seek feedback, and continuously strive to improve the customer's experience with the product or service.
Strategic thinker with strong analytical and problem-solving skills, the ability to anticipate customer needs, and the ability to develop tailored solutions to meet them.
Solid project management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
Familiarity with Challenger Sales Methodology is a huge plus.
Strong negotiation, influencing, and closing skills
Adaptability and flexibility mindset
Outstanding interpersonal and communication skills, with the ability to engage and influence customers and partners at all levels

#LI-MF1

Pay ranges at Yext are established based on an analysis of salaries for positions with a similar level of accountability and impact in the relevant labor market. Salary levels are expected to change to reflect an employee’s job performance (results and impact) over time. Salaries at the time of hire are typically offered in the lower to middle of the above-referenced range in order to provide the opportunity to reflect performance-based increases over time. In addition to base salaries, employees at Yext are typically eligible for a comprehensive package of benefits including medical, dental and vision benefits; life insurance; short term and long-term disability; 401(k) retirement plan; and vacation and sick leave. Successful candidates may also be eligible for variable pay programs based on performance relative to goals and targets.

Annual Base Pay Range

$80,100—$157,000 USD

Yext is an equal opportunity employer committed to building a results-driven, engaging culture where every employee has the opportunity to contribute to the success of the Company, perform at the highest possible level, and grow their skills and capabilities. Yext welcomes employees and applicants of all backgrounds and demographics, and does not engage in discrimination on the basis of any protected characteristic recognized under applicable law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. The Company believes a broad variety of life experiences across the Yext team is critical to its mission to help every business in the world be visible everywhere customers search. By seeking out fresh perspectives and fostering a positive interview experience and employee experience, Yext can remain at the forefront of innovation, and better serve its customers.

It is Yext’s policy to provide reasonable accommodations to people with disabilities as required by applicable law. If you have a disability that requires an accommodation in completing this application, interviewing, or participating in the employee selection process, please complete this form.

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