Job Description
Client Success Manager - Financial Services
Job Category: Client Success
Location: US - Florida - Remote | US - New York - Remote | US - Texas - Remote
Meet Our Team:
Pega provides innovative technology to the world’s most innovative organisations. As the recognised industry leader in strategic business applications, according to analysts such as Forrester and Gartner, we challenge companies to rethink the way they do business and empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth trajectory, as you will partner with internal and external stakeholders to drive our client’s success.
Picture Yourself at Pega:
A Senior Customer Success Manager is responsible for maintaining and expanding relationships and provide technical expertise, where applicable, within a set of defined accounts that are of critical importance to Pega based on reference engagement, and ongoing revenue stream. These accounts will also require a high level of vertical expertise (FS/Banking) as well as ongoing program adoption management and leadership.
What You'll Do at Pega:
+ Develop a trusted advisor relationship with multiple people in the account to expand engagement with stakeholders across the customer organization
+ Establish a metrics framework to realize and measure business value through use of Pega software, co-produce a strategic roadmap for transformation, and encourage adoption of best practice through enablement and governance.
+ Serve as the account’s advocate within Pega, managing escalations quickly and effectively and coordinating with other organizations at Pega to take action on behalf of the customer
+ Use discrete and aggregate measures of customer health to drive insights, to identify and mitigate areas of risk, and to take proactive action
+ Leverage industry and product knowledge to share insights about how customer can maximize license to drive business benefits
Who You Are:
+ BA/BS Degree or equivalent business experience
+ 10+ years relevant work experience, 5+ years in a FS/Banking Client Success management or consulting role
+ Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog
+ Strong consulting skills and proven results working as a trusted advisor to drive business value for clients or stakeholders
+ Ability to prioritize, multi-task, and perform effectively under pressure
+ Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation
What You've Accomplished:
A proven customer satisfaction and revenue driver. The Senior Customer Success Manager leverages data and relationships to help our customers achieve their business objectives after the initial sale and continuing through the customer lifecycle
+ Comfortably engages with front-line teams and C-suite leaders , employing the Challenger model to drive business insights. They understand Pega best practices and how to adapt them within each customer’s environment to achieve faster time to value.
+ Has an analytics orientation . Customer Success requires analysis of available data to determine customer health and identification of new data - to drive proactive outreach, which in turn increases customer satisfaction and lowers sales and delivery risks.
+ Drives for results . Contribute to account plans, and organize resources required to execute the plans and achieve desired outcomes. They measure progress against KPIs, successfully balancing the customer’s needs and value to Pega.
+ Is a thought leader . They leverage their deep domain experience, product knowledge, and industry trends to home in on quantifiable benefits and focus intently on realizing them.
+ Is service-oriented . They are the primary post-sale point of contact for the customer. They address root causes of dissatisfaction, and proactively coordinate with specialists in Pega to smooth the customer journey and help ensure that Pega’s applications are best in class.
Pega Offers You:
+ A rapidly growing yet well-established business
+ The world’s most innovative organizations as reference-able clients
+ Gartner Analyst acclaimed technology leadership across our categories of products
+ Continuous learning and development opportunities
+ An innovative, inclusive, agile, flexible, and fun work environment
+ Competitive global benefits program inclusive of pay + bonus incentive
+ Employee equity in the company
+ #LI-DR1
Additional Information
Base salary range for this role is 148,800 - 226,800 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.
The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.
Job ID: 24021
AI in Action – Responsible Use of AI in Recruitment
Pega embraces the responsible use of artificial intelligence (AI) to improve efficiency, consistency, and fairness across our business. We encourage thoughtful and ethical adoption of AI technologies that support people—not replace them. We may use AI‑enabled tools in our recruitment process. These tools are designed to assist us by providing insights and operational support.
All hiring decisions are made based on human review and judgment. You may have the right to request human review, provide additional information, or raise questions about how such tools are used.
Culture
At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.
We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.
As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.
This same mindset shapes how we work, encouraging curiosity, continuous learning, and smarter ways of working with AI. At Pegasystems, we believe the best ideas come from curious people who embrace change, learn continuously, and use AI to work smarter and move faster. Guided by our values, we bring a growth mindset to every challenge and create lasting impact together.
Export Compliance
For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
Accommodations
If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process,or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.
Privacy Notices
Ready to build a Blueprint?
Choose the reinvention engine for your needs.
For workflows & app design
Reimagine your processes and turn any workflow into a build-ready
application with confidence.
For marketing & CX strategy design
Visualize customer journeys and engagement strategies across all
touchpoints and activate them.
It is Pega's policy to engage, recruit, hire, promote, train, discipline, and compensate in all job classifications, without regard to race, color, sex, religion, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other category protected by law.
https://www.pega.com/about/careers/equal-employment-opportunity
Job Category: Client Success
Location: US - Florida - Remote | US - New York - Remote | US - Texas - Remote
Meet Our Team:
Pega provides innovative technology to the world’s most innovative organisations. As the recognised industry leader in strategic business applications, according to analysts such as Forrester and Gartner, we challenge companies to rethink the way they do business and empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth trajectory, as you will partner with internal and external stakeholders to drive our client’s success.
Picture Yourself at Pega:
A Senior Customer Success Manager is responsible for maintaining and expanding relationships and provide technical expertise, where applicable, within a set of defined accounts that are of critical importance to Pega based on reference engagement, and ongoing revenue stream. These accounts will also require a high level of vertical expertise (FS/Banking) as well as ongoing program adoption management and leadership.
What You'll Do at Pega:
+ Develop a trusted advisor relationship with multiple people in the account to expand engagement with stakeholders across the customer organization
+ Establish a metrics framework to realize and measure business value through use of Pega software, co-produce a strategic roadmap for transformation, and encourage adoption of best practice through enablement and governance.
+ Serve as the account’s advocate within Pega, managing escalations quickly and effectively and coordinating with other organizations at Pega to take action on behalf of the customer
+ Use discrete and aggregate measures of customer health to drive insights, to identify and mitigate areas of risk, and to take proactive action
+ Leverage industry and product knowledge to share insights about how customer can maximize license to drive business benefits
Who You Are:
+ BA/BS Degree or equivalent business experience
+ 10+ years relevant work experience, 5+ years in a FS/Banking Client Success management or consulting role
+ Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog
+ Strong consulting skills and proven results working as a trusted advisor to drive business value for clients or stakeholders
+ Ability to prioritize, multi-task, and perform effectively under pressure
+ Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation
What You've Accomplished:
A proven customer satisfaction and revenue driver. The Senior Customer Success Manager leverages data and relationships to help our customers achieve their business objectives after the initial sale and continuing through the customer lifecycle
+ Comfortably engages with front-line teams and C-suite leaders , employing the Challenger model to drive business insights. They understand Pega best practices and how to adapt them within each customer’s environment to achieve faster time to value.
+ Has an analytics orientation . Customer Success requires analysis of available data to determine customer health and identification of new data - to drive proactive outreach, which in turn increases customer satisfaction and lowers sales and delivery risks.
+ Drives for results . Contribute to account plans, and organize resources required to execute the plans and achieve desired outcomes. They measure progress against KPIs, successfully balancing the customer’s needs and value to Pega.
+ Is a thought leader . They leverage their deep domain experience, product knowledge, and industry trends to home in on quantifiable benefits and focus intently on realizing them.
+ Is service-oriented . They are the primary post-sale point of contact for the customer. They address root causes of dissatisfaction, and proactively coordinate with specialists in Pega to smooth the customer journey and help ensure that Pega’s applications are best in class.
Pega Offers You:
+ A rapidly growing yet well-established business
+ The world’s most innovative organizations as reference-able clients
+ Gartner Analyst acclaimed technology leadership across our categories of products
+ Continuous learning and development opportunities
+ An innovative, inclusive, agile, flexible, and fun work environment
+ Competitive global benefits program inclusive of pay + bonus incentive
+ Employee equity in the company
+ #LI-DR1
Additional Information
Base salary range for this role is 148,800 - 226,800 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.
The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.
Job ID: 24021
AI in Action – Responsible Use of AI in Recruitment
Pega embraces the responsible use of artificial intelligence (AI) to improve efficiency, consistency, and fairness across our business. We encourage thoughtful and ethical adoption of AI technologies that support people—not replace them. We may use AI‑enabled tools in our recruitment process. These tools are designed to assist us by providing insights and operational support.
All hiring decisions are made based on human review and judgment. You may have the right to request human review, provide additional information, or raise questions about how such tools are used.
Culture
At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.
We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.
As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.
This same mindset shapes how we work, encouraging curiosity, continuous learning, and smarter ways of working with AI. At Pegasystems, we believe the best ideas come from curious people who embrace change, learn continuously, and use AI to work smarter and move faster. Guided by our values, we bring a growth mindset to every challenge and create lasting impact together.
Export Compliance
For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
Accommodations
If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process,or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.
Privacy Notices
Ready to build a Blueprint?
Choose the reinvention engine for your needs.
For workflows & app design
Reimagine your processes and turn any workflow into a build-ready
application with confidence.
For marketing & CX strategy design
Visualize customer journeys and engagement strategies across all
touchpoints and activate them.
It is Pega's policy to engage, recruit, hire, promote, train, discipline, and compensate in all job classifications, without regard to race, color, sex, religion, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other category protected by law.
https://www.pega.com/about/careers/equal-employment-opportunity
Numbers & Facts
| Location | New York, NY |
| Industry | Computer/IT Services |
| Salary | $148,800–$226,800 Per Year |
| Company Size | 500 to 999 employees |
| Year Founded | 1971 |
| Website | https://www.pesystems.com/ |
About Company
Since 1971, P E Systems has been providing professional systems engineering and acquisition management services. The firm has CONUS locations in Virginia, Maryland, Massachusetts, Oklahoma and Ohio, and overseas in Japan, Bahrain and Italy. The company provides a range of technical capabilities supporting many different clients. P E Systems practices a full service approach through its use of flexible, mission-oriented teams that bring the right resources together to meet all customer requirements. Our emphasis is on personnel both acquiring and retaining a staff of qualified engineering and technical professionals through selective recruiting and a comprehensive benefits program has contributed to our continued success in supporting a wide range of government organizations.
P E Systems has developed strong core capabilities in systems engineering, specialized acquisition support, and communications interface programs through provision of technical, program management and systems acquisition support as both a prime and subcontractor. We have established strategic relationships with our Partners.
P E Systems has a long history of providing superior technical support services in a cost-effective manner. Our Quality Policy further describes the focus on quality that helps us achieve this level of service.
- 2017 – Summit Research Corporation (SRC) merged into P E Systems on March 1, 2017, assuming all contract obligations
- 2016 – Jack Grady appointed to Vice-President of Operations and Dayton Division Manager
- 2007 – Opened new offices and San Antonio, TX
- 2006 – Graduated from 8(a) program
- 2003 – P E Systems achieves ISO 9001 certification
- 2000 – P E Systems acquired Atlantic Analysis Corporation to enhance IT offerings with Oracle database development capabilities
- 1998 – Acquired Bahan Dennis, Inc. (BDI), which has been integrated into the company operating structure, as the Dayton, OH Division. It provides program management and systems functional support to the Aeronautical Systems Center, AFMC, Material Systems Group (ESC) and the Air Force Reserve Command Detachments at Wright Patterson AFB, OH
- 1997 – Became an 8(a) certified small business and gained approval for a GSA Schedule for Information Technology Services
- 1996 – P E Systems acquired Summit Research Corporation (SRC) as a wholly owned subsidiary specializing in Exercise/Performance/Acoustic Analysis, Training, and Information Technology services, primarily for the U.S. Navy
- 1995 – Wes King acquired P E Systems
- 1971 – P E Systems founded
- 1971 – P E Systems was formed to provide technical, scientific, and programmatic management and systems acquisition support to the Department of Defense as well as other government and commercial organizations
Skills
- Analysis Skillsunmatched
- Artificial Intelligence (AI)unmatched
- Automationunmatched
- Bank Managementunmatched
- Banking Servicesunmatched
- Best Practicesunmatched
- Business Modelunmatched
- Business Processesunmatched
- Business Solutionsunmatched
- Compensation Managementunmatched
- Compensation and Benefitsunmatched
- Consultingunmatched
- Customer Relationsunmatched
- Customer Satisfactionunmatched
- Customer/Client Researchunmatched
- Data Analysisunmatched
- Establish Prioritiesunmatched
- Financial Servicesunmatched
- Governmentunmatched
- Industry/Trade Analysisunmatched
- Interpersonal Skillsunmatched
- Leadershipunmatched
- Management Consultingunmatched
- Marketingunmatched
- Metricsunmatched
- Multitaskingunmatched
- Operational Supportunmatched
- Performance Metricsunmatched
- Post-Salesunmatched
- Regulationsunmatched
- Risk Managementunmatched
- Salesunmatched
- Technical Leadershipunmatched
- Technical Supportunmatched
- Thought Leadershipunmatched
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