Hybrid Customer Success Director – Financial Services

Posted 3 weeks ago

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About the role

  • Accountable for assigned full lifecycle of the Enterprise Client’s overall success with D&B: Driving Adoption & Value Realisation activities, Growth of D&B footprint, Client Satisfaction and Supporting renewals.
  • Work closely with D&B Sales/Client Success Leaders to categorize client engagement opportunities based on risk, spend and growth opportunity. And coordinate Post-Sales Teams to deliver all services covered by the contractual agreement.
  • Mature interpersonal skills and expertise to actively engage and influence CIOs, CTOs, and senior stakeholders, to action and deliver measurable improvements to their organizations, to create/deliver a D&B solution value plan to ensure their business goals are achieved.
  • Independently network and own service relationship with your Client community via Face-to-Face meetings to build intelligence on Technology Infrastructure, Strategic Objectives and further D&B partnership.
  • Design meaningful Metrics and KPIs to evidence value (ROI) from client investment in D&B solutions and accountable for reporting to internal/external stakeholders.
  • Deliver external service reviews (preferably Face-to-Face) to review solution adoption, progress key initiatives and assess client sentiment.
  • Lead Strategic Account Planning by sharing intelligence from service relationship with Sales Peers.
  • Lead development of the future service engagement plan (covering T-Minus Retention planning, Value Initiatives, growth enablement and competitor displacement).
  • Develop specialist industry knowledge relevant to your Client base to advise on industry dynamics/trends, peer best practices and how best to utilize D&B solutions.
  • Work within an account team matrix and lead Senior stakeholders/User Communities towards identifying their vision by evangelizing the capabilities of D&B.
  • Identify risks to clients achieving their stated business goals and work with the virtual team to build a risk mitigation / get well plan.

Requirements

  • 10+ years of experience working with large global enterprise clients dealing with data and analytics delivered via highly technical solutions.
  • Solid customer success or account servicing experience with complex, enterprise solutions into the Financial services industry.
  • Proven track record in delivering retention results through successful Client success engagements
  • Strong collaboration and influencing skills are critical to the success of this role
  • Client-centric approach, with good commercial instincts. The ability to build and maintain relationships with Clients and internal stakeholders
  • Excellent listening, presentation and communication skills at all business levels and displays effective interpersonal skills
  • Innovative thinker who is willing to look at new ways to achieve stated objectives
  • Self-starter who can work independently, enjoys solving problems and executing against plans
  • Strong service management and project management skills
  • Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive, seek ways to collaborate and connect with people and teams in support of driving success.
  • Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs.

Benefits

  • All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com.
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Job title

Customer Success Director – Financial Services

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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