• Customer Success Manager

    Job ID
    Professional Services - Other
  • Overview

    CallidusCloud is now SAP Sales Cloud, part of the SAP Customer Experience division of SAP. We help sales teams sell faster and perform better, using AI-driven software that transforms your company’s lead-to-cash process. Our full suite of sales process tools includes sales automation, incentive management, Configure Price, Quote (CPQ), coaching and sales enablement.


    CallidusCloud is seeking a Customer Success Manager to act as the primary contact for our Insurance and Financial industry customers throughout their customer experience journey. This timeline runs from signing their first agreement with CallidusCloud through Implementation and their ongoing use and expansion of our Lead to Money Suite solutions. This role is both challenging and exciting, as you engage with our customers as their primary advocate and advisor to ensure they have an optimal Callidus customer experience.

    The ideal candidate will be a highly motivated self-starter and have a deep understanding of the life and health insurance, annuities, and wealth management space.  This position is based Remote in the United States.



    • Own the entire customer lifecycle journey for your assigned strategic customers.
    • Develop strong relationships with customer executives and technical leadership through your deep knowledge of their business operations and how our solutions improve their ROI.
    • Understand and guide your customers on how their solution components seamlessly support their business.
    • Take ownership to anticipate and proactively resolve any issues that impact their use of our solutions.
    • Lead Quarterly Business Reviews and ensure action plan timelines are met.
    • Identify opportunities for your customers to increase the value realized via Callidus solutions.
    • Proactively report on customer adoption, sentiment and overall health.
    • Maximize all solution renewals and identify and pursue additional product/services opportunities and upsell.

    Travel Expectation: up to 50% 



    • 3+ years’ demonstrated proficiency in a Technical Account Management or Customer Success role in a SaaS environment for large enterprise customers with complex application solutions.
    • Strong communication and interpersonal skills with the ability to develop strong relationships with both executive and technical customer management.
    • Ability to communicate in both technical and non-technical terms as appropriate for the given audience.
    • Ability to work effectively as a team player with internal and external team members.
    • Ability to set priorities and meet deadlines in a dynamic, autonomous environment.
    • Proven experience working in or with insurance companies, preferably in a compensation administrative and sales team environment.

    Callidus Software (dba CallidusCloud) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, or status as a qualified individual with disability.


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