Customer Success Manager - FSI

    • New York, NY

The Role We are hiring a Sr. Customer Success Manager, Financial Services, to join our Experience Cloud team. You will have full CSM account responsibility and act as a partner to our customers, build positive relationships, drive use of our products/solutions, and ultimately ensure they realize value from their investment.

Key Responsibilities

  • Accountable for Customer's overall success with Adobe, including renewals, adoption of our solutions, customer health, and happiness
  • Act as the main Customer point of contact throughout the Customer's lifecycle, define success plan with clear deliverables, and ensure clear communication across the Customer operational areas
  • Effectively network within accounts in order to achieve successful execution of the customer's strategy and roadmap
  • Deliver on an exceptional customer experience with proactive communication, orchestrating the right internal resources, and effectively using the customer engagement model to align, track and evolve customer business goals
  • Drive adoption of Adobe Experience Cloud products - using data to provide insights and share standard methodologies and progress from baseline through the maturity curve
  • Foster innovation sharing standard methodologies and new ways your customers can use Adobe solutions to advance their digital maturity
  • Identify Customer risk, and work with extended Adobe team to create and execute on "get well" plans Be the voice of the customer internally at Adobe - sharing process improvements and asks back into the internal ecosystem
  • Contribute to the ongoing initiatives to continuously improve our approach to efficiently and effectively secure our customer's success

Minimum Qualifications

  • Bachelor's Degree
  • 7+ years in a customer-facing/account management role
  • Passion for customer success
  • Strong communication and interpersonal skills, with the ability to optimally navigate and mediate conflict and develop joint partnerships
  • Strong consulting skills, and proven results working as a trusted advisor to drive business value for clients or partners
  • Self-motivated, very responsible, and focused on exceeding client expectations
  • Ability to prioritize, multi-task, and perform effectively under pressure
  • Exceptional organizational, presentation, and communication skills, both verbal and written
  • Flexibility to travel (approx. 30-40%)

Preferred Qualifications

  • Strong eye for business
  • Skilled at Program Management within large organizations, helping to optimally inspire change across groups by engaging key partners
  • Shown effectiveness at leading and facilitating executive meetings and workshops
  • Shown experience with account planning & customer success plans
  • Effective at leading customer presentations


At Adobe, you will be immersed in an outstanding work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow through our outstanding Check-In approach where ongoing feedback flows freely.

If you're looking to make an impact, Adobe's the place for you. Discover what our employees are saying about their career experiences on the Adobe Life blogand explore the meaningful benefits we offer.

Adobe is an equal opportunity employer. We welcome and encourage diversity in the workplace regardless of race, gender, religion, age, sexual orientation, gender identity, disability or veteran status.

At Adobe, you will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow through our unique Check-In approach where ongoing feedback flows freely.

If you're looking to make an impact, Adobe's the place for you. Discover what our employees are saying about their career experiences on the Adobe Life blog and explore the meaningful benefits we offer.

Adobe is an equal opportunity employer. We welcome and encourage diversity in the workplace regardless of race, gender, religion, age, sexual orientation, gender identity, disability or veteran status.

Marketo is a marketing automation platform that provides a wide variety of industries with data-based insights to inform successful customer interactions.

Marketo Company Image


Back to top