Offer summary

Qualifications:

BA/BS Degree or equivalent business experience, preferably in financial services., 5+ years of relevant work experience, including 2+ years in client success or account management roles., Strong executive-level communication and interpersonal skills to navigate complex stakeholder environments., In-depth knowledge of financial services business processes, regulatory requirements, and automation opportunities..

Key responsabilities:

Cultivate trusted advisor relationships with stakeholders across complex financial services customers.

Establish metrics frameworks to measure business value and co-create strategic roadmaps for transformation.

Advocate for accounts and manage escalations effectively while coordinating cross-functionally.

Analyze customer health metrics to identify risks and implement proactive measures tailored to financial institutions.

Job description

Meet Our Team

Pega provides transformative technology to the world's leading financial services organizations. As recognized by analysts such as Forrester and Gartner for our leadership in strategic business applications, we empower financial institutions to reimagine their operations and become more efficient, agile, and customer-centric. Our Client Success team plays a pivotal role in our growth trajectory, partnering with internal and external stakeholders to drive measurable success for financial institutions navigating complex regulatory environments and digital transformation initiatives.

Picture Yourself At Pega

The Customer Success Manager drives and expands relationships while providing technical expertise within a portfolio of high-value financial services accounts that are strategically important to Pega. This role requires expertise in reference engagement, revenue optimization, and exceptional program adoption management tailored to the unique challenges of banking, insurance, and financial markets.

What You'll Do At Pega

Cultivate trusted advisor relationships with multiple stakeholders across our largest and most complex customers in the financial services world. You’ll be key in expanding engagement throughout the customer organization
Establish comprehensive metrics frameworks to measure business value through Pega software implementation, co-create strategic roadmaps for financial services transformation, and champion best practices through enablement and governance
Advocate for accounts within Pega, managing US based financial services-specific escalations effectively and coordinating cross-functionally to deliver exceptional outcomes
Analyze customer health metrics to generate insights, identify regulatory and operational risks, and implement proactive measures tailored to financial institutions
Apply industry-specific knowledge to provide insights on how financial services clients can leverage Pega solutions to maximize regulatory compliance, customer experience, and operational efficiency
Collaborate with sales and services to secure renewals and identify expansion opportunities within complex financial organizations

Who You Are

BA/BS Degree or equivalent business experience, financial services domain knowledge highly valued
5+ years relevant work experience, 2+ years in client success or account management role with financial services clients. Your client portfolio would be large US based financial services clients
Executive-level communication and interpersonal skills with the ability to effectively navigate complex stakeholder environments and foster productive dialogue
Exceptional consulting capabilities with demonstrated results as a trusted advisor driving business value for financial institutions
Ability to prioritize competing demands, multi-task effectively, and perform at peak levels under pressure
Strong knowledge of financial services business processes, regulatory requirements, and automation opportunities specific to banking, insurance, and capital markets

What You've Accomplished

Proven track record driving customer satisfaction and revenue growth by leveraging data and relationships to help financial services organizations achieve strategic business objectives throughout the customer lifecycle
Successfully engaged with front-line teams and C-suite leaders in financial institutions, employing the Challenger model to drive business insights and transformation initiatives
Demonstrated analytics orientation with experience analyzing available data to assess customer health and identify new metrics - driving proactive outreach that increases satisfaction and reduces risks in financial services implementations
Results-driven approach to contributing to account plans and orchestrating resources to execute strategic initiatives and achieve measurable outcomes in highly regulated environments
Thought leadership that leverages deep domain expertise in financial services, product knowledge, and industry trends to identify quantifiable benefits and ensure their realization
Service excellence as the primary point of contact for financial services clients, addressing root causes of challenges and coordinating proactively with specialists to optimize the customer journey

Pega Offers You

A rapidly growing yet well-established business
The world’s most innovative organizations as reference-able clients
Gartner Analyst acclaimed technology leadership across our categories of products
Continuous learning and development opportunities
An innovative, inclusive, agile, flexible, and fun work environment
Competitive global benefits program inclusive of pay + bonus incentive
Employee equity in the company

Job ID: 21828

Required profile