Customer Success Manager, Enterprise - Financial Services

Yext is the leading global enterprise agentic marketing platform. For over 15 years, the world's most recognized brands in financial services, healthcare, retail, hospitality, and food have relied on us to keep their brand visible, accurate, and ahead of the competition across every search and AI surface that matters. We drive customer value through our technology, competitive intelligence, and agentic capabilities to win in an AI-first world. Our partners count on us for strategic, proactive guidance and capabilities, and that distinction shapes everything we build. Our team takes ownership, challenges each other's thinking, and turns ideas into results without waiting for a playbook. Those who perform at Yext are rewarded with increased scope, opportunities to tackle complex challenges, broader responsibilities, and meaningful development that enables them to grow alongside a company expanding through both product innovation and strategic acquisitions. The market is racing to adapt to AI, and Yext is at the forefront of that shift. Our ambitions are big, our innovation is accelerating, and the opportunity in front of us is enormous. If you want to do the most important work of your career, come join us! 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 perfor…