Head of Customer Engagement

2 weeks ago

Draper, Utah, United States Egnyte Full time


MANAGER, CUSTOMER SUCCESS - FINANCIAL SERVICES

JOIN EGNYTE AND IGNITE YOUR CAREER.

At Egnyte, we are committed to creating opportunities for exceptional talent. We value the significance of every role and ensure that each team member is treated with respect. With over 22,000 clients globally, your contributions will play a vital role in safeguarding their critical data.

ABOUT EGNYTE

Egnyte is a leading secure multi-cloud platform dedicated to content security and governance, empowering organizations to protect and collaborate on their most essential content. Since our inception in 2008, we have transformed cloud content security for more than 22,000 organizations, assisting them in enhancing data security, ensuring compliance, preventing and detecting ransomware threats, and increasing employee productivity across various applications and clouds.

ROLE OVERVIEW

As the Manager of Customer Success for Financial Services, you will be instrumental in defining, developing, and implementing strategies to engage our most promising financial services clients. This pivotal role involves innovating and establishing new processes to enhance engagement and ensure the success of our financial services clientele.

You will collaborate with a dedicated team to create processes that demonstrate how Egnyte can become a strategic asset for financial service organizations. Our secure content services platform is utilized by numerous financial services firms, including investment companies, wealth management firms, banks, and brokerage houses, all of which depend on us to manage regulated data, facilitate collaboration, and protect their information.

KEY RESPONSIBILITIES:
  • Engage with Egnyte's financial clients.
  • Build relationships with executives at priority accounts.
  • Formulate new strategies to gain insights from customer executives.
  • Oversee select high-priority strategic accounts in the financial sector.
  • Collaborate across departments within Egnyte to ensure customer success.
  • Lead a team of Customer Success Managers focused on financial services.
  • Create processes and playbooks to empower your team in driving product adoption.
  • Work with your team to ensure customer satisfaction and effective software utilization.
  • Identify and address accounts at risk of churn.
QUALIFICATIONS:
  • Industry Expertise: Over 8 years of proven success in managing customer relationships within the financial sector.
  • Consultative Experience: At least 5 years in consulting or customer success roles focused on software solutions/SaaS.
  • Executive Communication: Ability to engage in high-level discussions with C-suite executives.
  • Entrepreneurial Spirit: A desire to develop new processes within a dynamic, high-growth environment.
  • Leadership Skills: Experience in leading a Customer Success team.
  • Enterprise Acumen: Strong networking abilities and capacity to navigate challenging situations.
  • Data-Driven: A commitment to making informed decisions based on metrics.
  • Communication Skills: Exceptional written and verbal communication abilities.
  • Educational Background: Bachelor's degree or equivalent experience.
COMPENSATION AND BENEFITS:
  • Competitive salaries and comprehensive benefits package.
  • Equity opportunities based on role and level.
  • Flexible working hours and generous time off to support work-life balance.
  • Paid holidays and sick leave.
  • 401(k) Retirement Plan options.
  • Health Savings Account (HSA) and Employee Assistance Program (EAP).
  • Paid parental and adoption leave.
  • Modern and collaborative workspaces.
  • Reimbursements for gym, cell phone, and internet expenses.
  • Access to well-being apps and various employee perks.
DIVERSITY AND INCLUSION:

Egnyte is an Equal Opportunity Employer committed to diversity, equity, and inclusion. We celebrate our differences and strive to create an inclusive environment for all employees. We encourage our team members to bring their authentic selves to work and appreciate the diverse perspectives that contribute to our success.

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