Vice President, Customer Success Manager - Confidential : Job Details

Vice President, Customer Success Manager

About the Company

Diverse financial services firm & investment bank

Industry Financial Services

Type Public Company

Founded 2000

Employees 10,001+

Categories

• Financial Services
• Finance
• Banking
• Wealth Management
• Banking & Mortgages
• Asset Management
• Investment Banking
• Investment Management
• Venture Capital
• Consulting & Professional Services
• B2B
• Business
• Corporations
• JPMorgan Chase
• Currencies
• New York City
• Economics
• Insurance
• Credit

Specialties

• consumer & community banking
• corporate and investment bank
• asset management
• private banking
• and commercial banking

Business Classifications

• B2B

About the Role

The Company is seeking a Vice President - Customer Success Manager to join their Home Lending Transformation Team. This role is pivotal in the strategic focus on lead generation, defining and managing a multi-year program and roadmap to enhance the business's ability to generate high-quality leads. The successful candidate will be responsible for supporting the development of a customer acquisition strategy, partnering with business stakeholders, and ensuring the translation of that strategy into tangible deliverables. Key responsibilities include understanding and reinforcing customer acquisition strategies, analyzing performance, collaborating with stakeholders to address challenges, and proactively solving issues to meet goals. Applicants must have a minimum of 5 years' of experience in customer success, internal strategy, or management consulting within the financial services sector. The role requires a demonstrated ability to influence strategy adoption, excellent communication and interpersonal skills, and a proven track record of learning and teaching new technologies. Preferred qualifications include experience in home lending, marketing, digital channels, P&I, CAMP, or sales, as well as experience with strategic structuring and frameworks. The ideal candidate will be adept at building relationships with diverse stakeholders and will be adept at leveraging analytics to advocate for and develop solutions.

Hiring Manager Title Customer Acquisition Strategy Lead

Travel Percent Less than 10%

Functions

• Finance
• Operations