Customer Success Manager (or Director) - Banking-Fintech

at  Milestone Internet Marketing Inc

Experience Range 8 - 12 Years
Open
Skills Customer Success, Banking, Fintech, SEO, Digital Maketing
Job Description
About Us
For over 25 years, Milestone has been a leading provider of digital marketing software and services for location-based businesses. Milestone helps businesses create, organize, and amplify their digital information by enhancing their digital presence to make information more accurate, consistent, and visible. We do this with an omnichannel digital presence platform and add to it as much or as little design and service as businesses need to help them engage everywhere their customers are. Over 2,000 companies in Hospitality, Retail, Financial Services and Automotive industries rely on Milestone to power their digital marketing strategies. Milestone has garnered over 500 awards, has been short listed 3 consecutive years for the US Search awards and won Search Engine Land’s prestigious “Best overall SEO-SEM campaign” in 2018, “Best use of search” in 2019. Milestone has gained a reputation for blending outstanding digital marketing expertise with advanced technological capabilities and is one of Silicon Valley Business Journal’s fastest growing companies and an Inc. 5,000 company.
Roles and Responsibility
Job Title: Customer Success Manager (or Director) - Banking-Fintech
Location: United States (Fulltime – 100% remote)
Department: Promotion Customer Success – Enterprise CS
Job description:
Do you like Digital Marketing? Are you passionate about delivering excellent value to your customers? Do you get joy in helping customers achieve their goals? Then come join our mission to make our client’s success, Our Success! As a Customer Success Manager, you will work with a portfolio of Milestone’s prestigious customers within the Banking and Financial Services industry.
In this role, you are responsible for ensuring that assigned customers achieve their expected business outcomes with Milestone solutions resulting in customer retention and account growth. You will build long-term trusting relationships with these customers and ensure that they realize full value from their investment with Milestone. Your focus will be to make every customer in your portfolio wildly successful, resulting in referenceable customers who maintain long-term loyalty to Milestone.
In addition to acting as a trusted advisor to customers, you will be a customer advocate, often functioning as a liaison between our customers and internal Milestone teams. You will ensure that needs and/or requirements considered critical to the success of these customers are communicated and driven throughout the Milestone organization.
If you are a combination of creative and logical, this role is for you!

What are requirements?

• 8 to 12 years of proven experience in the banking and fintech sectors, with a strong understanding of the challenges and opportunities within these industries.
• Demonstrated ability to manage and grow strategic accounts through a consultative and strategic approach.
• Exceptional leadership skills, with the ability to drive cross-functional collaboration and be a trusted advisor to both customers and internal teams.
• Solid grasp of the competitive landscape, with the capability to position our solutions effectively against competitors.
• Digital background a must, with strong understanding of SEO and content marketing
• Strong communication and interpersonal skills, capable of articulating complex solutions and strategies to a diverse range of stakeholders.
• Proven track record of meeting and exceeding revenue targets and other KPIs.
• Bachelor’s degree in Business, Marketing, Finance, or a related field; a Master’s degree is a plus

• Develop and implement strategies that align with our customers’ business goals, ensuring our value proposition and offerings are effectively integrated into their operations.
• Manage and nurture major, strategic accounts within the banking and fintech sectors, achieving retention, growth, and key performance indicators (KPIs).
• Utilize your consultative selling experience to identify and address business challenges, creating tailored solutions that drive customer performance.
• Set clear objectives and forecast accurately, focusing on growth opportunities and strategic account planning.
• Serve as a credible leader, fostering cross-functional collaboration across various business functions to ensure a cohesive approach to customer management.
• Understand the competitive landscape and customer needs to effectively position our products and solutions, providing unique value to our clients.
• Maintain up-to-date industry knowledge, staying informed on news and trends that could impact our customers and adjusting strategies accordingly.

What are requirements?

• 8 to 12 years of proven experience in the banking and fintech sectors, with a strong understanding of the challenges and opportunities within these industries.
• Demonstrated ability to manage and grow strategic accounts through a consultative and strategic approach.
• Exceptional leadership skills, with the ability to drive cross-functional collaboration and be a trusted advisor to both customers and internal teams.
• Solid grasp of the competitive landscape, with the capability to position our solutions effectively against competitors.
• Digital background a must, with strong understanding of SEO and content marketing
• Strong communication and interpersonal skills, capable of articulating complex solutions and strategies to a diverse range of stakeholders.
• Proven track record of meeting and exceeding revenue targets and other KPIs.
• Bachelor’s degree in Business, Marketing, Finance, or a related field; a Master’s degree is a plus.