Principal Customer Success Manager, Financial Services
$79.2k - $112kBraze
Principal Customer Success Manager
At Braze, we have found our people. We're a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-life harmony as we collectively navigate rapid growth on a global scale while striving for greater equity and opportunity inside and outside our organization.
To flourish here, you must be prepared to set a high bar for yourself and those around you. There is always a way to contribute: Acting with autonomy, having accountability and being open to new perspectives are essential to our continued success.
Our deep curiosity to learn and our eagerness to share diverse passions with others gives us balance and injects a one-of-a-kind vibrancy into our culture.
If you are driven to solve exhilarating challenges and have a bias toward action in the face of change, you will be empowered to make a real impact here, with a sharp and passionate team at your back. If Braze sounds like a place where you can thrive, we can't wait to meet you.
As a Principal Customer Success Manager you will be a senior individual contributor owning some of our most significant customers. Acting as a trusted SME within the wider Customer Success Department you will also be temporarily assigned to assist junior colleagues with at-risk or high opportunity accounts within their book. As a member of the Enterprise Team you will work closely with established, big-name brands to help them realise value from their investment in Braze.
What You'll Do
- Partner with Account Executives to ensure commercial alignment & drive client renewals, retention & net retention targets for your customers
- Be your customers' main point of contact and trusted advisor at Braze
- Drive feature adoption by building a shared Success Plan with your customers, providing strategic guidance, enablement, and day-to-day advice to help them hit their objectives with Braze
- Drive customer advocacy by building strong customer relationships and creating mutual value for your customers and Braze
- Be a strategic thought leader for your customers, analyzing use-cases and recommending market/vertical best practices to enhance client marketing programs.
- Advocate for your customers, soliciting and synthesizing customer product feedback to contribute to product development
- In addition to being a dedicated contact for strategy, product training inquiries, and non-technical support for your direct accounts coordinate with other Braze teams including Technical Support, Industry Solutions, and Deliverability Services to ensure your customers receive the support they need simply and seamlessly
- Work with Onboarding Managers and other Customer Success Partners to seamlessly transition clients from onboarding to ongoing activity.
- Act as a point of escalation for customers
- Provide mentorship to colleagues, acting as a subject matter expert you will take the initiative to help them improve processes, execution, and outcomes
- You will assist junior colleagues by taking temporary assignments to help them rescue at-risk accounts and capitalise on high opportunity accounts through mentoring and engaging directly with the customer
- You will likely spend time onsite with customers and may travel internationally
Who You Are
You are a proven customer success professional, with an excellent track record, who finds satisfaction in helping your customers achieve great things and in helping your colleagues grow. You have an excellent track record in customer success or a related role and are excited to work with big name brands with over 1,000 staff. You want to lead by example as a senior individual contributor.
- You have significant project management experience and/or formal certifications (PMP, Agile, etc).
- You have exemplary written and verbal communication skills coupled with unparalleled follow up skills. Clients have the impression that you listen and understand their problems.
- You're known for being a "team player." We just can't emphasize this enough.
- High level of intellectual curiosity. You see opportunity and growth in learning more about what you do and how it impacts others.
- You have strong technical domain knowledge of two or more of the following: SaaS, Mobile, APIs, Marketing Automation, Direct Marketing, Analytics or Programming (HTML etc).
- 6 years+ experience managing complex international enterprise accounts (Fortune 100, FTSE, DAX, etc. - ACV of $500K or more) across multiple senior client stakeholders at a SaaS company
- You have a proven track record as a Success Manager, renewing and growing customers
- West Coast location is preferred (but not required)
For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $79,200 and $112,000/year, with an expected On Target Earnings (OTE) between $99,000 and $140,000/year (including bonus or commission). Your exact offer may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. In addition to cash compensation, this role qualifies for a comprehensive Total Rewards package that includes equity grants of restricted stock (RSUs) so that you will own a piece of our company.
What We Offer
Braze benefits vary by location, and we encourage you to review our specific benefits offerings for each country at here. More details on benefits plans will be provided if you receive an offer of employment.
From offering comprehensive benefits to fostering hybrid ways of working, we've got you covered so you can prioritize work-life harmony. Braze offers benefits such as:
- Competitive compensation that may include equity
- Retirement and Employee Stock Purchase Plans
- Flexible paid time off
- Comprehensive benefit plans covering medical, dental, vision, life, and disability
- Family services that include fertility benefits and equal paid parental leave
- Professional development supported by formal career pathing, learning platforms, and a yearly learning stipend
- A curated in-office employee experience, designed to foster community, team connections, and innovation
- Opportunities to give back to your community, including an annual company-wide Volunteer Week and donation matching
- Employee Resource Groups that provide supportive communities within Braze
- Collaborative, transparent, and fun culture recognized as a Great Place to Work
About Braze
Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences.
The company has repeatedly been recognized as a Leader in marketing technology by industry analysts, and was voted a G2 "Best of Marketing and Digital Advertising Software Product" in 2025.
Braze was also named a 2025 Best Companies To Work For by U.S. News and World Report, a 2025 America's Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology by Great Place To Work, among other accolades. Braze is also proudly certified as a Great Place to Work in the U.S., the UK, Australia, and Singapore.
The company is headquartered in New York with offices in Austin, Berlin, Bucharest, Chicago, Dubai, Jakarta, London, Paris, San Francisco, So Paulo, Singapore, Seoul, Sydney and Tokyo.
Braze Is An Equal Opportunity Employer
At Braze, we strive to create equitable growth and opportunities inside and outside the organization.
Building meaningful connections is at the heart of everything we do, and that includes our recruiting practices. We're committed to offering all candidates a fair, accessible, and inclusive experience regardless of age, color, disability, gender identity, marital status, maternity, national origin, pregnancy, race, religion, sex, sexual orientation, or status as a protected veteran. When applying and interviewing with Braze, we want you to feel comfortable showcasing what makes you you.
We know that sometimes different circumstances can lead talented people to hesitate to apply for a role unless they meet 100% of the criteria. If
Braze- Principal Customer Success ManagerRemote US WHO WE ARECertinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services... ...and delivery to customer success management and financial planning and accounting. The...PrincipalFull time
- ...you get to do in this role: The role of the Senior Success Advocate is to act as an advocate for our customers. You will oversee a portfolio of customers to help... ...the closest ServiceNow office using a third-party service. Equal Opportunity Employer ServiceNow is an equal...PrincipalWork experience placementWork at officeImmediate startRemote workFlexible hours
- ...technology to over 8,100 customers, including 85% of the Fortune... ...ServiceNow offerings, the Principal Customer Success Executive (PCSE) owns the... ...and ServiceNow teams managing complex, multi-workstream... ...Proactively identify professional services pipeline opportunities...PrincipalWork at officeRemote workFlexible hours
- ...technology to over 8,100 customers, including 85% of the Fortune... ...ServiceNow offerings, the Principal Customer Success Executive (PCSE) owns the... ...and ServiceNow teams managing complex, multi‑workstream... ...Proactively identify professional services pipeline opportunities...PrincipalWork at officeRemote workFlexible hours
- ...teammates to join us. The Opportunity We’re hiring a Principal, Client Partner t o expand Autonomize’s footprint... ...internal teams, ensuring execution rigor. Coordinate with Customer Success, Engagement Managers, Growth, Product, Clinical, AI/ML and Ops teams to...Principal
- ...deliver secure, reliable managed and advisory services across private, public, and... ...of Spectrum. The Principal Client Partner is responsible... ...retention, and long-term customer success. This role owns the... ...industries such as Healthcare, Financial Services, Professional...PrincipalLocal areaRemote workVisa sponsorship
- ...workers in emerging markets the financial tools and global access... ...of Record, contractor management, direct employment, and corporate... ...for a passionate Senior Customer Success Manager to join our growing... ...maximize the value of our services. With your expertise, you will...For contractorsRemote work
$151k - $207.9k
...an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk.About the role:The Sr. Customer Success Manager role will play a critical part in the exciting growth and retention trajectory of the strategic account sector at Okta....Local areaWorldwideFlexible hoursShift work- ...communities through innovative financial technology—and we do that... ...our people to help create success for our customers.What Makes Q2 Special?Being... ...learning, community service, and culture-building experiences... ...a Senior Customer Success Manager to build and maintain relationships...Full timeContract workWork visa
$97k - $190k
Our Customer Success team is the linchpin of the post-sales customer relationship. By combining... ...ManagerThe RoleAs a Senior Customer Success Manager, you are a highly experienced advisor... ...and coordinate across Sales, Product, Services, and Support to drive long-term health...Local areaWorldwideFlexible hours$110k - $190k
Senior Customer Success ManagerRemote in the US WHO WE ARECertinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of... ...and delivery to customer success management and financial planning and accounting. The company...Full timeRemote workFlexible hours- ...communities through innovative financial technology—and we do that... ...our people to help create success for our customers.What Makes Q2 Special?Being... ...learning, community service, and culture-building experiences... ...a Senior Customer Success Manager dedicated to stewarding the...Full timeWork visa
- You Are:You are a customer-focused, relationship-driven professional... ...organized, and comfortable managing multiple priorities in a fast... ...mitigate risk, and drive customer success. A collaborative team player,... ...Sales, Product, Professional Services, and Support to deliver an...Full timeLive inWork at officeLocal area
$87k - $159k
...people.Job DescriptionWe are looking for a Senior Technical Customer Success Manager (T.CSM) to join our growing Customer Success Team, who are... ...engineering, architecture, support, or design.6+ years experience in service delivery or technical account management in post- and/or...Work at officeImmediate startRemote workFlexible hours$123.1k - $227k
...where humans with agents drive customer success together. Here, ambition... ...and organizational change management. For companies on their Agentic... ...Executives, Professional Services, and Third-Party Consulting... ...Chain/Manufacturing or Financial Services.Governance Support...Full timeWork experience placementRemote workShift work$123.1k - $273k
...AI CRM, where humans with agents drive customer success together. Here, ambition meets action.... ...tools to stay agile.As a Customer Success Manager, Senior Manager (CSM, Senior Manager),... ...of the Signature Success catalog of services as required for your customer.Providing...Full timeWork experience placementWork at officeFlexible hoursWeekend work3 days per week- ...Alight, we believe a company’s success starts with its people.... ...build a healthier and more financially secure workforce by unifying... ...wellbeing, navigation, and absence management.Our BenefitsWith a... ...Qualified Defined Contribution Customer Success Manager defines solutions...Work at officeLocal areaRemote workWork from homeWorldwideFlexible hours
$76k - $119k
...perspectives are essential to our continued success.Our deep curiosity to learn and our... ...we can’t wait to meet you.As a Senior Customer Success Manager, you will work closely with high-... ...Industry Solutions, and Deliverability Services to ensure your customers receive the support...Work at officeLocal area$131k - $150k
...industries to transform employee engagement, drive performance management, and develop high-performing teams. Powered by people... ...us in creating a better world of work.We’re seeking a Senior Customer Success Manager to support our Enterprise customers (1,000+ users) through...Work at officeLocal area2 days per week- ...The Role As a Senior Customer Success Manager, you'll be the trusted partner for our clients-guiding them through onboarding, driving product adoption, and ensuring they achieve their goals with us. You'll work closely with cross-functional teams (Sales, Product,...Remote workFlexible hours
$150k - $160k
...Senior Customer Success Manager Play a key role by joining an exceptionally high-functioning Customer Success team at Sitetracker, where you'll directly impact customer retention and growth by demonstrating tangible value and ROI. You will own and drive strategic change...Contract workWork at office- ...collaboration and connection. Why this Role Matters As our Customer Success Manager, you'll play a key role in making sure small and mid-sized... ..., empathize, and understand the needs of professional services clients Highly adaptable with quick, inquisitive...Work at officeWorldwide3 days per week
- ...and Sleep Number are not only successfully onboarded onto the platform... ...HSA and FSA dollars from customers, ensuring a smooth and efficient... ..., providing white-glove service to our most impactful customers... ...portfolio. It involves managing multiple high-priority accounts...Shift work
- ...Senior Customer Success Manager We're not here to add to the noise. We're here to cut through it- with AI that actually works for marketers... ...collaboration with Product, Engineering, Sales, Professional Services, and others to be the voice of the customer within our...
$123.1k - $186.3k
...where humans with agents drive customer success together. Here, ambition... ...Salesforce.The Customer Success Manager (CSM) is a versatile expert... .... Consumer Business Services (CBS) - Supports companies in... ...Media Cloud strongly preferred).Financial Services (FINS) -Partners with...Full timeWork at officeLocal areaFlexible hours3 days per week- DescriptionAbout the Role As a NinjaOne Customer Success Manager, you are an outgoing, self-motivated... ...and offering additional products and services to help the customer recognize the... ...insurance. We help you prepare for your financial future with our 401(k) plan. We...Full timeWork at officeRemote work
$123.1k - $186.3k
...where humans with agents drive customer success together. Here, ambition... ...and Consumption: Proactively manage and maintain the roadmap for... ...with Product, Engineering, and Services to represent customer... ...complex integration strategies (Financial Services, Healthcare, Retail...Full timeContract workWork at officeFlexible hours3 days per week- ...DescriptionAbout the Role As a Federal Customer Success Manager at NinjaOne, you will play a pivotal... ...of Defense contractors, and Managed Service Providers (MSPs) serving .gov clients... ...insurance.We help you prepare for your financial future with our 401(k) plan.We...Full timeFor contractorsWork at officeRemote work
- ...ICON is looking for a customer service oriented, and operationally driven Senior Customer Success Manager to join our growing Titan Customer Success team. As the first company to commercially scale 3D construction printing, we deploy a complex, multi-stage customer journey...For contractors
- ...join us. The Opportunity We’re hiring an Engagement Manager who thrives at the intersection of customer value, workflow clarity, and internal coordination.... ...Client Advocacy & Account Health Own the end-to-end success of key enterprise customers - adoption, value...Principal
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Principal Customer Success Manager, Financial Services. Be the first to apply!
- customer success executive Austin, TX
- client success manager Austin, TX
- technical customer success manager Austin, TX
- customer success manager Austin, TX
- educational customer success manager Austin, TX
- enterprise customer success manager Austin, TX
- sr. customer success manager Austin, TX
- senior customer success manager Austin, TX
- strategic customer success manager Austin, TX
- success manager Austin, TX



