Senior Client Success Manager, Banking & Insurance Vertical (R-18970)
Eyeota
Customer Service
United States · Remote
USD 100,700-169,200 / year
Posted on Mar 26, 2026
Shape the Future with Dun & Bradstreet
At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. For over 180 years, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers.
Responsible for building trusted and strong relationships with the designated client accounts by managing the ongoing client contractual relationships, operational delivery of services, identifying value added solutions to generate revenue growth while retaining and satisfying the client, and overall portfolio management for the respective line of business. Post Sales Support Portfolio size is significant in the Banking & Insurance vertical.
Essential Key Responsibilities/Job Summary
- Single post-sales support point of contact for customers for value & impact conversations.
- Coordinate (quarterback) with appropriate internal teams as needed (i.e. Delivery,
Onboarding & Implementation, Product Teams, Value Adoption & Training needs. Data Advisory,
Global Data Content, Technical Implementation Consultant/Solution Architects, Customer
Service). - Conduct Customer Value Touchpoints (Documentation of Customer Use Cases & KPI’s,
User Adoption/Product Utilization, Solution Optimization.) - Identify/coordinate Customer Training needs. (Entire portfolio of customers – supporting 1-3
Client Directors.) - Ensure delivery of contracted products/services to clients to ensure SLAs (Service Level
Agreements) and KPIs (Key Performance Indicators) as defined in the contracts are met or
exceeded. - Facilitate additional customer support in the areas of Data Advisory, Global Data Content,
Technical Implementation, Consultant/Solution Architects, Customer Service,
Technology, Training, and Escalation resources as needed. - Help promote attendance to Industry Knowledge sessions when available.
- Responsible and available as backup to Sales CD’s and other CSM’s with contract
management, forecasting and negotiation as needed. - Additional skill sets with (Finance Solutions, Sales & Marketing Solutions, and Third-Party Risk & Compliance) product certifications and ability to “demo” products as needed with customers directly.
Education/Experience and Competencies
- Experience with accessing/using a variety of applications and systems: SFDC, KPI, BI Portal, OA/QTC, Sales Spot, Usage Reporting Systems.
- Strong demonstrated knowledge and acumen of enterprise product(s) set associated with business unit solutions.
- Strong written and verbal communication skills. Ability to document at a high level a Process Review and/or Process Map and 3-5 years of project management experience.
- Understands Personas of CFO, CPO, CCO and CMO.
- Bachelor’s degree and 5+ years of sales/sales support/client service/account management experience.
- Master’s Degree, Six Sigma or Project Management Certification(s) preferred.
Benefits We Offer
· Generous paid time off in your first year, increasing with tenure.
· Up to 16 weeks 100% paid parental leave after one year of employment.
· Paid sick time to care for yourself or family members.
· Education assistance and extensive training resources.
· Do Good Program: Paid volunteer days & donation matching.
· Competitive 401k with company matching.
· Health & wellness benefits, including discounted Wellhub membership rates.
· Medical, dental & vision insurance for you, spouse/partner & dependents.
Pay Transparency
Dun & Bradstreet is an equal employment opportunity employer and believes in honesty and transparency in the employment hiring process, including pay transparency. Accordingly, listed on this posting is a good faith reasonable estimate of the salary range and other compensation in the job posting, as of the date of this posting. Actual compensation decisions for base salary and other compensation will be dependent upon a wide range of factors including but not limited to: an individual’s skill sets, experience, qualification, training, education, location, and any other legally permissible factors. Successful applicants will also be eligible for D&B’s generous benefit package, outlined above.
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100700 - 169200 USD a year
This role is commission eligible
