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VP, Customer Success

San Francisco, CA, USA | Early Warning

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    General Management
    Customer Experience & Support
  • Experience:
Job Description:
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The VP, Customer Success is responsible for driving customer product and purchasing objectives, meeting with and establishing C-suite relationships and aligning Early Warning solutions to meet customer needs. Cultivate and protect existing revenue streams, while identifying and selling new products to an assigned portfolio of high-value customers. Partner closely with the the VP of Sales Enablement to ensure a results-focused approach to customer success. 

Essential Functions

Act as the primary promoter of all Early Warning products and solutions across customer executive teams and business units. Assists customers in maximizing the effectiveness of existing products.

Hold primary responsibility for new product sales and protection of the overall revenue stream for assigned portfolioincluding identifying revenue risk within the portfolio.

Provide customer executives with Early Warning value summaries, product usage reviews, upcoming product enhancements and overall Early Warning product roadmap.As appropriate, develop and provide account reviews and other relationship meetings.

Act as a conduit of communication between senior executives at Early Warning and the customer.

Serve as primary business liaison for customers, providing connections to resources such as: billing, customer service, issue escalation and vendor management requests.

Utilize strong understanding of customer strategy and organizational structure to develop and articulate value proposition around using Early Warning products, ensure continued product usage and identify additional opportunities for growth.

Ensure that is kept updated and current for all opportunities, contacts, projects and legal efforts within the assigned portfolio.

Communicate status of accounts regularly with EWS executive management.

Support the company’s commitment to protect the integrity and confidentiality of systems and data.

Minimum Qualifications

Experience selling to financial institutions (top 20)

Education and experience typically obtained through completion of a Bachelor’s degree in business, finance or other related field

Strong demonstrated sales experience with technology solutions focused on payments, fraud and risk-based, with a primary focus on revenue delivery in the financial services sector

Strong consultative, conceptual and strategic selling skills

Ability to work as a key member of a team-based selling organization, providing leadership and mentoring to less-experienced members of the team

Ability to use a structured sales methodology

Excellent active listening skills

Aptitude in reading financial statements and quarterly reports to understand the dynamics of a business

High degree of professionalism and proven ability to interact with C-level executives at top-tier banks

Excellent verbal and written communication skills

Must be able to travel up to 50%

Preferred Qualifications

Recognized industry influencer, with proven experience in speaking engagements and industry forum participation

Proficient use of

Additional related education and/or experience preferred


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