Client Success Manager - Financial Services

Pegasystems - Orlando, FL

Hiring: Client Success Manager - Financial Services Company: Pegasystems Location: Orlando, FL Job Posted Time: 2026-09-16 13:18:57 Target Skills & Keywords : Agile About the job Experience: •10+ years relevant work experience, 5+ years in a FS/Banking Client Success management or consulting role Required Skills: •Our Client Success team is an integral part of our rapid growth trajectory, as you will partner with internal and external stakeholders to drive our client’s success. •A Senior Customer Success Manager is responsible for maintaining and expanding relationships and provide technical expertise, where applicable, within a set of defined accounts that are of critical importance to Pega based on reference engagement, and ongoing revenue stream. Qualifications: •BA/BS Degree or equivalent business experience •Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog •Strong consulting skills and proven results working as a trusted advisor to drive business value for clients or stakeholders •Demonstrated capacity to prioritize, multi-task, and perform effectively under pressure •Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation •A proven customer satisfaction and revenue driver. The Senior Customer Success Manager leverages data and relationships to help our customers achieve their business objectives after the initial sale and continuing through the customer lifecycle •Comfortably engages with front-line teams and C-suite leaders, employing the Challenger model to drive business insights. They understand Pega best practices and how to adapt them within each customer’s environment to achieve faster time to value. •Has an analytics orientation. Customer Success requires analysis of available data to determine customer health and identification of new data - to drive proactive outreach, which in turn increases customer satisfaction and lowers sales and delivery risks. •Drives for results. Contribute to account plans, and organize resources required to execute the plans and achieve desired outcomes. They measure progress against KPIs, successfully balancing the customer’s needs and value to Pega. •Is a thought leader. They leverage their deep domain experience, product knowledge, and industry trends to home in on quantifiable benefits and focus intently on realizing them. Compensation: •Competitive global benefits program inclusive of pay + bonus incentive Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!