高级CRM客户经理 - 金融服务
Sr CRM Account Executive - Financial Services
#### 公司简介
一切始于2004年阳光明媚的加利福尼亚州圣地亚哥，一位有远见的工程师 Fred Luddy 看到了改变我们工作方式的潜力。如今，ServiceNow 已成为全球市场领导者，为超过8100家客户提供创新的 AI 增强技术，其中包括85%的财富500强®企业。我们基于云的智能平台无缝连接人员、系统和流程，使组织能够找到更聪明、更快、更好的工作方式。但这只是我们旅程的开始。加入我们，共同实现让世界更好地为所有人服务的使命。
#### 职位描述
**你是否拥有7年以上在金融服务业高风险领域销售前台转型解决方案的经验？你是否准备好推动尖端 CRM 和 AI 驱动的工作流解决方案在全球金融机构中的采用？**
ServiceNow 正在寻找一位经验丰富的**CRM 客户经理**，利用你在主要金融机构中的深厚行业知识和成功的销售记录。你将负责监督 ServiceNow 下一代 CRM 和 AI 产品的市场成功与扩展，将其定位为企业级数字化转型的关键支柱。
我们的 CRM 产品不仅仅是独立工具；它们建立在我们领先的 Service Management 平台上，形成一个**单一、智能的真相来源**。这种统一的方法使关键任务、企业规模的流程——从客户开户、投诉、欺诈和争议管理到遗属、交易例外、经纪商/交易商服务等——能够执行**统一的信息、预测性 AI 和无与伦比的运营效率**。
**你将推动：CRM 与 AI 助力战略成功**
**你的重点是将行业复杂性转化为可衡量的业务价值：**
- **金融服务垂直领域策略与执行：**
- **客户管理：** 制定并执行专注于银行、保险和财富管理领域的高价值用例（例如，增强的客户体验、智能服务运营等）的区域策略。在客户规划过程中提供关键的行业特定输入，确保目标客户和用例与我们 AI 驱动的 CRM 解决方案的高回报潜力保持一致
- **目标与验证 AI/CRM 机会：** 在 CRM 新客户中进行潜在客户开发并扩大管道，扩大现有的 CRM 合作伙伴关系，以实现持续增长
查看英文原文
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Do you have 7+ years of expertise selling front office transformation solutions into the high-stakes world of Financial Services? Are you ready to drive the adoption of cutting-edge CRM and AI-powered workflow solutions across Global Finance Institutions?
ServiceNow is looking for a seasoned CRM Account Executive to capitalize on your deep industry knowledge and proven sales record within major financial institutions. You will be instrumental in overseeing the market success and expansion of ServiceNow's next-generation CRM and AI products, positioning them as the essential backbone for enterprise-wide digital transformation.
Our CRM products are not just stand-alone tools; they are built upon our market-leading Service Management platform, creating a single, intelligent source of truth. This unified approach allows mission-critical, enterprise-scale processes—from customer onboarding, complaints, fraud and disputes management to decedent, trade exceptions, broker/dealer servicing, etc —to execute uniform information, predictive AI, and unmatched operational efficiency.
What You Will Drive: CRM & AI for Strategic Success
Your focus will be on converting industry complexity into measurable business value:
· Financial Services Vertical Strategy & Execution:· Account Management: Develop and execute a territory strategy focused on high-value use cases specific to banking, insurance, and wealth management (e.g., enhanced customer experience, intelligent service operations, etc). Provide critical, industry-specific input during account planning, ensuring target accounts and use cases are aligned with the high-ROI potential of our AI-driven CRM solutions
· Target & Validate AI/CRM Opportunities: Prospect and grow pipeline in CRM greenfield accounts and grow existing CRM partnerships through consultative selling, including, but not limited to Executive Briefings (EBCs), Discovery Workshops and Use Case Pilots.
· Champion Transformational Value: Partner with account teams and Solutions Implementation partners and resellers to close net new sales opportunities to help financial services leaders drive operational efficiency and a superior customer experience.
- Sales & Team Enablement:· Act as the Financial Services CRM Authority: In your role as the primary expert for Financial Services Industry (FSI) CRM within your territory, you and your Solution Consultants (SCs) will spearhead net new sales initiatives and collaborate closely with core account teams to drive front office transformation, effectively extending these efforts throughout an extensive territory.
- Accelerate Sales Cycles: Act as both Player and Coach by both leading net new opportunities, as well as enabling Account Executives (AEs) and Sales Development teams with foundational and advanced specialty knowledge to identify, qualify, and accelerate CRM opportunities within global accounts.
To be successful in this role you have:
· Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
· 7+ years knowledge enterprise software and/or specialty solutions area to lead solution win
· Experience as a new logo hunter, Sr AE or Sr Solutions sales executive.
· Understanding of business sales processes
· Travel required: 30-50%
For positions in this location, we offer a base pay of $137,000 - $185,050, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location.
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact globaltalentss@servicenow.com for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
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