Entersekt

Customer Success Manager

• Manage direct relationships with financial institutions and fintech clients across the Americas
• Maximize adoption, retention, and client growth through Entersekt’s solutions
• Develop tailored client success plans

Manager

• Support Account Executives, Customer Success Managers, and Partner Managers throughout the full lifecycle of pricing, quoting, and approvals
• Review all non standard terms across pricing, commercial structure, payment schedules, and contract frameworks
• Partner with Finance and Legal to ensure that all deals meet internal policy, margin, and compliance requirements
• Maintain and enforce a structured approvals matrix across discounts, payment terms, packaging, and exceptions
• Provide guidance on pricing strategy, packaging combinations, required validations, and competitive positioning
• Ensure that renewals, upsells, and large enterprise opportunities progress smoothly with proper documentation
• Improve CRM data quality for stages, forecast categories, close dates, opportunity hygiene, and account structures
• Partner with Sales Leadership to support accurate forecast calls, pipeline reviews, and stage movement governance
• Identify and solve process gaps across lead management, opportunity progression, handoffs, and account assignments
• Support comp plan administration and validation of attainment for commissions and reporting
• Help maintain GTM tech stack tools including Salesforce, CPQ, Clari, Gong, and related systems
• Assist in the design and rollout of new GTM processes including pricing reviews, QBR templates, and deal approval workflows
• Build and maintain reports and dashboards for pipeline health, deal velocity, discount trends, and forecast accuracy
• Analyze deal patterns to identify operational bottlenecks and propose improvements
• Provide insights to leadership on product profitability, customer trends, win and loss data
• Partner with Product Marketing on pricing strategy, packaging, and competitive feedback
• Work with Finance to align revenue policy, margin guidelines, and forecast quality
• Collaborate with Legal on contract templates, fallbacks, and risk frameworks
• Support Customer Success on renewals, expansions, and account level deal strategy

Customer Success Manager

Deal Desk Manager