Support financial services customers through Salesforce adoption, platform guidance, and strategic advisory as a Customer Success Manager. The office-flexible schedule includes at least three in-office days weekly.

This individual contributor role serves high-value Signature Success Plan customers across banking, insurance, wealth management, and related organizations. You will connect Salesforce capabilities with regulatory, transformation, and customer outcome priorities. Success requires business consulting, technical communication, and trusted executive relationships.

Key Responsibilities:

- Advise financial services customers on Salesforce platform priorities
- Build relationships with business, technical, and executive stakeholders
- Conduct enablement sessions for prospect and case management




- Review feature usage and recommend adoption improvements
- Identify underused entitlements and align features with priorities

Requirements:

- Customer Success, Salesforce, SaaS, or related experience
- Three-plus years of relevant industry expertise preferred
- Financial services industry knowledge; Financial Services Cloud preferred
- Ability to translate technical concepts into business terms
- Working knowledge of Sales Cloud and Service Cloud features

Bring financial services insight, consulting skills, and Salesforce expertise to strengthen adoption and customer outcomes through Signature Success.

📌 Financial Services Salesforce Success Manager (Toronto)
🏢 Salesforce
📍 Toronto