First seen by our source: 2 hours ago
Customer Success Manager
@ Verint
Canada
SIGNALS
Overview
Verint is hiring a Customer Success Manager for its Branch Workforce Solutions team to manage large North American banking accounts and serve as the customer's main advocate. The role covers renewals, upsell, executive relationships, program reviews and measurable business outcomes. Conditions stated include a full-time employment type and travel for on-site customer meetings at least quarterly.
Responsibilities:
- Manage a book of business and meet renewal and upsell targets
- Engage senior executives at banks
- Lead joint planning and program reviews
- Track solution financial health and impact
- Produce regular management reports
Requirements summary:
- Bachelor's degree or equivalent experience
- 5+ years in customer success roles
- Strong negotiation and communication skills
- Knowledge of North American banking systems
- Ability to travel at least quarterly
Tools & skills
CSMProgram managementCommunication skillsComputer scienceCustomer serviceInterpersonal skillsNegotiationMeet deadlines
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Customer service |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Travel | air: moderate · ground: minimal |
| Work setting | Office, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Background checks | criminal record, credit |
| Education | Bachelor’s degree (required) |
| Fields of study | Business, Engineering, Computer Science, Information Technology |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Verint
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
The CX Automation Company
Full company description
Verint helps you deliver AI outcomes now to solve your most pressing CX automation challenges in the contact center and beyond. With data and AI at the core, you can go well beyond incremental benefits to dramatically lower costs and elevate CX. See outcomes in weeks, not months or years. To learn more, visit: www.verint.com
- LinkedIn followers
- 201,527
- People associated on LinkedIn
- 4,330
- Reported office locations
- 175 Broadhollow Rd., Suite 100, Melville, New York 11747, US
- Level 1, 452 Flinders Street, Melbourne, Victoria 3000, AU
- Level 5, 76 Berry Street, North Sydney, New South Wales 2060, AU
- 300 Colonial Center Parkway, Suite 600, Roswell, GA 30076, US
- 43 Church Street, Woking, Surrey GU21 6HT, GB
- 5 Arieh Shenkar, Herzliya, Tel-Aviv District 46, IL
- 30 S Wacker Dr, Chicago, IL 60606, US
- Business categories
- Information Technology
- Cyber Security
- Communities
- Software
- Enterprise Software
- Security
- Network Security
- Call Center
- Travel
- Other recorded names
- Verint
- Specialties
- Customer Engagement Optimization
- Customer Analytics
- Engagement Management
- Workforce Optimization
- Contact Center
- Branch and Back-office Operations
- Video & Situation Intelligence
- Artificial Intelligence
- Chatbots
- Automation
- Compliance
- Call Center
- Workforce Engagement
- Voice Of The Customer
- Fraud
- and Intelligent Self-Service
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Verint helps you deliver AI outcomes now to solve your most pressing CX automation challenges in the contact center and beyond. With data and AI at the core, you can go well beyond incremental benefits to dramatically lower costs and elevate CX. See outcomes in weeks, not months or years. To learn more, visit: www.verint.com
| Field | Value |
|---|---|
| Industry | Software Development |
| Company size | 5,001-10,000 employees |
| Headquarters | Melville, New York |
| Organization type | Privately Held |
| Year founded | 1994 |
| Specialties | Customer Engagement OptimizationCustomer AnalyticsEngagement ManagementWorkforce OptimizationContact CenterBranch and Back-office OperationsVideo & Situation IntelligenceArtificial IntelligenceChatbotsAutomation |
| Open jobs on Jobsy | 4 |
| View page |
Job description
Job Description
Overview of Job Function:
The Customer Success Manager (CSM) on the Branch Workforce Solutions team will manage some of the largest banking accounts in North America. This is a strategic role that serves as our number one customer and company advocate. The role displays superior customer management and consultancy skills. The CSM is passionate about the product, engaging customers, ensuring their happiness, and showing the value of the overall solution. The role has impeccable relationship skills and can create win/win environments for all parties with which they work. The CSM will be responsible for having a solid knowledge of Verint’s branch workforce and customer engagement solutions and applying the knowledge in all aspects of the job.
The role engages with senior leadership and stakeholders at all organizational levels ensuring customers are receiving value from Verint’s solutions on an ongoing basis, and the solutions are being used to achieve measurable business outcomes.
The CSM is focused on goal alignment, program management, establishing success metrics, and account growth, ensuring that Verint maintains an expert, solution-oriented, consultative relationship with customers. This role coordinates with Sales, Professional Services, Support and other Verint teams that direct solution delivery and relationship activities for new and existing customers., Additionally, the CSM maintains and matures the customer relationship through routine measurement, review, reporting and communication. The CSM conducts ongoing status and program reviews with the customer to ensure needs are being met, and customers retain their Verint solutions.
Principal Duties and Essential Responsibilities:
Overview of Job Function:
The Customer Success Manager (CSM) on the Branch Workforce Solutions team will manage some of the largest banking accounts in North America. This is a strategic role that serves as our number one customer and company advocate. The role displays superior customer management and consultancy skills. The CSM is passionate about the product, engaging customers, ensuring their happiness, and showing the value of the overall solution. The role has impeccable relationship skills and can create win/win environments for all parties with which they work. The CSM will be responsible for having a solid knowledge of Verint’s branch workforce and customer engagement solutions and applying the knowledge in all aspects of the job.
The role engages with senior leadership and stakeholders at all organizational levels ensuring customers are receiving value from Verint’s solutions on an ongoing basis, and the solutions are being used to achieve measurable business outcomes.
The CSM is focused on goal alignment, program management, establishing success metrics, and account growth, ensuring that Verint maintains an expert, solution-oriented, consultative relationship with customers. This role coordinates with Sales, Professional Services, Support and other Verint teams that direct solution delivery and relationship activities for new and existing customers., Additionally, the CSM maintains and matures the customer relationship through routine measurement, review, reporting and communication. The CSM conducts ongoing status and program reviews with the customer to ensure needs are being met, and customers retain their Verint solutions.
Principal Duties and Essential Responsibilities:
- Engage with key executive-level stakeholders, including the Head of Branch Banking, Head of Branch Operations, Regional Executives, and other senior leaders.
- Have an deep understanding of banking systems in North America and Canadian territories to deliver meaningful value to customers through Verint's products and solutions.
- Manage an assigned Customer book of business; meet or exceed defined renewal targets.
- Identify and support upsell activity; meet or exceed upsell quota as applicable.
- Establish strategic relationships with key personnel in assigned accounts to ensure alignment with customers’ short-term and long-term goals.
- Ability to understand the customer maturity model and bring value to the accounts
- Coordinate the involvement of senior management, including resources across both organizations, in order to meet customer performance objectives and expectations.
- Proactively lead a joint planning process that develops mutual performance objectives.
- Proactively assess, clarify, and validate customer needs on an ongoing basis.
- Provide strategic solution support to customer engagements to establish the optimal requirements for new customer programs.
- Track and report on the financial health of the implemented solution and the overall impact on both organizations.
- Ensure appropriate resources are applied as necessary to ensure solutions exceed customer expectations and improve attainment of their strategic goals.
- Produce regular reports for management with updates and plans for account activity.
- Provide regular communication to key contacts within assigned accounts to ensure they are aware of Verint’s contribution to their success.
- Bachelor’s degree in business, engineering, computer science or IT or equivalent experience
- Minimum of 5 years of experience in a customer-facing role focused on Customer Success
- Superior customer service and interpersonal skills
- Strong positioning and negotiation skills
- Excellent verbal and written (English) communication skills
- Ability to act independently in customer-facing situations using judgment, tact and discretion
- Ability to demonstrate sound business judgment and ability to take decisive action
- Ability to meet deadlines and carry out assigned relationship activities to their completion
- Ability to establish and maintain effective working relationships with co-workers, customers, prospective customers and vendors
- A strong sense of urgency to perform actions quickly
- Proven ability to drive continuous value of our product(s), with a passion for customers to help them succeed
- Detail oriented and a strategic thinker
- Ability to effectively and successfully handle customer service issues and conflict situations
- Strong team player and a self-starter who can operate independently
- Ability to juggle multiple, very different tasks – e.g., support customer escalation calls in the morning; best practices call mid-day, on-boarding meeting in the afternoon, etc.
- Experience managing customers of various sizes and knowing how/why to manage them differently
- Successful completion of the background check process, including but not limited to employment, education, criminal convictions, OFAC, SS Verification and credit, where available and in accordance with federal and local regulations
- Ability to travel for on-site customer meetings at least quarterly or on an ad hoc basis per customer needs.
- The ability to obtain the necessary credit line required to travel
- Knowledge of current trends and practices in the retail banking industry
- Prior experience in closing renewals and/or professional services opportunities
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