Yext (NYSE: YEXT) is the enterprise agentic marketing platform. AI is changing how customers find brands, and Yext gives enterprises the infrastructure to compete: Scout analyzes 10 billion signals monthly across four AI models to surface where you're losing and why, the Knowledge Graph maintains the verified data AI cites, and content generation and distribution agents syndicate brand content across LLMs, listings, social platforms, and review sites in real time. Thousands of brands in financial services, healthcare, retail, hospitality, and food rely on Yext to win across AI and traditional search.

Join us and experience firsthand why we are consistently recognized as a Best Place to Work globally by Built In, Fortune, and Great Place To Work®. We are looking for a Customer Success Manager, Enterprise - Financial Services, to drive adoption and maximize the value of the Yext platform with a strong commitment to learning. You will be responsible for partnering with Financial Services enterprise-level customers, understanding their priorities and pain points, and ensuring that they optimize their Yext investment.

CSMs play an integral role in our business, working closely with sales, solution engineers, product management, and GTM teams.

What You’Ll Do

Manage a portfolio of assigned Financial Services enterprise-level customers, with a focus on increasing adoption, ensuring retention and growth, and overall customer satisfaction Be a trusted Partner: Build and maintain strong relationships with Yext customers, serving as their primary point of contact for all post-sales activities. Work with Yext Support, Product Management, Services, and GTM teams to share customer feedback and act as an internal advocate for our customers Be an expert on the Yext platform and products Drive Adoption and Optimization: Partner with customers to develop and execute strategic success plans, aligning Yext solutions with their business objectives and goals. Conduct regular reviews, provide progress updates related to reactive issues and proactive customer initiatives, and demonstrate the value of Yext products and services Deliver Industry Insights and Yext Product Expertise: Stay up to date with industry trends and best practices and share insights and recommendations with customers Share product roadmap with customers, provide guidance on how new Yext features and offerings align with customer’s business objectives and help with achieving KPIs Identify Opportunities for Growth: Analyzing customer data to identify upsell cross sell opportunities Collaborate with Sales and Solution Engineering to pursue growth opportunities Renewals Risk Management: Demonstrate keen situational awareness, adept at deciphering subtle cues and anticipating potential risks ahead of time, taking preemptive measures to mitigate them effectively.

Above and beyond attitude to restore and maintain positive sentiment. Collaborate with Sales on renewals strategy and plans, leveraging customer analytics and metrics to maintain outlined retention goals Provide accurate renewals forecast What You Have BA/BS degree in Sales, Business, Marketing, or Computer Science preferred A minimum of 4 years of experience in a strategic CSM role with a proven track record of managing enterprise-level customers within the Financial Services industry.