Manager, Customer Success - Financial Services - Remote

Location: Campbell
Posted on: June 23, 2025

Job Description:

Manager, Customer Success – Financial Services Egnyte Your Career. Spark Your Passion. Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning, and every Egnyter should be respected. With 22,000 customers worldwide and growing, you can make an impact by protecting their valuable data. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters that are doers, thinkers, and collaborators who embrace and live by our values: Invested Relationships Fiscal Prudence Candid Conversations About Egnyte Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 22,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. As the Manager of Customer Success – Financial Services, you will help define, build, and execute a strategy to engage our highest potential financial services customers. This is a unique role where you will be responsible for strategizing, innovating, and building new processes for engaging with and ensuring the success of our financial services customers. You will work with a team and develop processes to help Financial Service customers see how Egnyte can be a strategic part of their organization. Egnyte’s secure content services platform serves several hundred Financial Services companies and tens-of-thousands of users in the financial industry. Investment firms, wealth management companies, banks and brokerage firms rely on us to manage regulated data, collaborate internally and externally, and protect their data. For Egnyte, the financial industry is an area of intense focus given the criticality of compliance and security. What You’ll Do: Engage with Egnyte’s Financial customers Develop relationships with executives at our highest priority accounts Develop new tactics and strategies to solicit mindshare from our customers’ executives Manage select strategic accounts of high priority in Financial Services Collaborate cross-functionally within Egnyte to ensure customer success Lead a team of Financial focused Customer Success Managers Develop processes and playbooks to enable your team to drive adoption of Egnyte’s product Work with your team of CSMs to ensure customer satisfaction and successful use of our software Work with team to identify and mitigate accounts that are at risk to churn Your Qualifications: Industry Knowledge: 8 years demonstrated success managing customer relationships within the financial industry Consultative: 5 years of consulting and/or customer success experience focused on software solutions / SaaS Executive Presence: Can engage with and carry an executive-level conversation with the C-suite of important customers Entrepreneurial: Have a desire to build new processes inside a larger, high-growth organization Leadership: Experience leading a Customer Success team Enterprise Instinct: Can network successfully and handle difficult situations Metrics: Is rigorous about being data driven and make decisions accordingly Communication: Excellent written and verbal communication skills BA degree or equivalent Compensation: Our compensation reflects the cost of labor across multiple U.S. geographic locations, and pay varies based on defined markets. The standard base pay range for this position across the U.S. is $90k - $140k annually. Pay varies by work location and may also be dependent on job-related skills, knowledge, and/or experience. During the interview and/or hiring process, your recruiter can share more information about the compensation package specific to the role and job location. Benefits: Competitive salaries and comprehensive benefits Company equity depending on role and level Flexible hours and generous time off (RTO, Responsible Time Off) to help support your work-life balance. Paid holidays and sick time 401(k) Retirement Plan (Traditional and Roth) Health Savings Account (HSA) and Employee Assistance Program (EAP) Paid Maternal, Paternal, and Adoption Leave to help you grow your family Modern and collaborative offices located in Spokane, WA; Draper, UT; Raleigh, NC; Mountain View, CA; Reading, England, and Poznan, Poland Gym, cell phone, and internet reimbursement Free well-being apps such as Calm, Ginger, and Spring Health for Guardian are offered. Perks include discounted pet insurance, electronics, theme park tickets, travel, plus more. Your own Egnyte account with lifetime access Equal Employment Opportunity Egnyte, Inc. is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Egnyte, Inc.s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment. Commitment To Diversity, Equity, and Inclusion: At Egnyte, we celebrate our differences and thrive on our diversity for our employees, our products, our customers, our investors, and our communities. Our recently launched global Egnyte Employee Communities (EECs) support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be

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