Persefoni AI Inc Hiring for Enterprise Customer Success Manager- Financial Services Job at Remote Full Time

Company Introduction:

Our mission is the enablement of every organization and person with the technology to positively impact the health of planet Earth. Persefoni is creating an all-in-one platform that allows organizations to measure, analyze, and reduce their Enterprise Carbon Footprint. Our goal is to provide our customers unprecedented visibility and insights into the impact their organization has on the environment. Leveraging the latest breakthroughs in data science and software, our technology will empower teams and leaders to mobilize their organizations to continuously improve their greenhouse gas emissions metrics.

Our Core Values

Sustainability – We are committed to sustainable business practices across our entire operation and culture. We go beyond achieving balance. We are a net-positive contributor to the environment, our employee’s lives, and the global community.

Impact – We are focused on and passionate about tackling the biggest and hardest problems that will have the greatest impact. We create significant, not incremental, solutions.

Collaboration – We are always aligned in our goals and efforts to create the most impactful technologies possible. Constant cooperation across our company, customers, and partners is our standard mode of operating.

Equality – We value and respect people and organizations of all backgrounds. Ours is a culture of innovation, creativity, diversity of thought, and inclusion.

About The Role

Our Financial Services Customer Success Managers guide customers through a digital transformation for their sustainability initiatives. The objective will be to drive business and technical value for customers in varying maturity stages of their environmental sustainability journey. You will also partner with various levels of the organization ranging from C-suite leaders, data analysts, operational leaders and investment managers to ensure widespread platform expertise.

Experience in a Financial Services environment, sustainability consulting, customer success, and/or in-house sustainability management is required.

Responsibilities

• Have an in depth understanding of the Persefoni Finance product to foster customer engagement and user adoption

• Immediate value creation & solution-based problem solving with customers to ensure quick onboarding

• Lead project management and defining successful customer journeys for various objectives (reporting to TCFD, CDP, SASB, or SBTi, goal setting, audit/assurance, etc.)

• Help organizations create specific strategies to improve applicable data sources, connect data to Persefoni, and understand the calculated outcomes in the platform

• Define the strategic direction for customers with expertise in sustainability frameworks (PCAF and/or GHGP)

• Build and maintain strong customer relationships resulting in best-in-industry customer retention

• Collaborate with key internal stakeholders from product, climate analytics, data, marketing, sales, and engineering teams to create a continuous communication channel representing the voice of the customer

• Provide coaching and best practices to customers to increase adoption of a rapidly evolving SaaS platform

• Interface with third party auditors, assurance providers, key partners and consultants on an as-needed basis

• Build upon processes, talent density and communal knowledge of the sustainability landscape internally

Qualifications (What you bring to the role):

• 3+ years in a customer facing consulting, enablement or sustainability leadership role (preferably in SaaS; education is considered in addition to experience)

• 3+ years of relevant work experience within a financial institution (Bank, Private Equity, Asset Management, etc.) or industry service provider is highly valued

• Preferred experience applying recognized ESG/sustainability frameworks and standards (PCAF, GHGP, TCFD or similar) in a Financial Services environment

• Knowledge of sustainable finance topics including ESG investing; net-zero financed emissions; ESG reporting, analytics and modeling; ESG impact assessment; sustainable growth and portfolio strategy

• Four-year degree from an accredited institution – MSc, or additional designations (CPA, CFA, etc.) a plus

• Preferred certifications and/or knowledge on standard setters like WRI, ISO, GHGP, SBTi, TCFD, VRF, etc. are highly valued

• Strong business acumen with the ability to present and explain technical information to various customer stakeholders – To include PCAF, GHGP, carbon accounting, sustainability disclosure and software as a service

• Ability to work across multi-functional teams with competing priorities while still delivering key objectives within given time constraints

• Prior experience creating GHG inventories and working knowledge of creating specific GHG disclosures, including financed emissions is a plus

• Excellent communication, relationship management, and decision-making skills

How You’ll Know You’re on the Right Track:

• Become a trusted source of technical knowledge both internally and externally

• Drive a high quality customer experience which leads to retention and growth

• Constantly identify product improvements and opportunities

• Articulate how Persefoni incorporates carbon accounting standards and sustainability reporting frameworks within our platform in your first 3 months.

• You will demonstrate proficiency in the Persefoni platform and deliver an amazing customer onboarding experience in the first 3 months.

• You will be capable of using Persefoni systems (including Salesforce, ChurnZero, Zendesk, and others) to appropriately track and report on relevant customer activities and information within your first 3 months

• You will ensure customer health is high for renewal purposes and mitigate any risk on the account that could result in churn within your first 3 months.

Our Hiring Process

• Step 1: Initial candidate screening call

• Step 2: Interview with Director – Customer Success

• Step 3: Interview with Customer Success – Financial Services team lead

• Step 4: Interview with business leader

• Step 5: Offer extended

• Step 6: Background check and onboarding

Benefit Offerings:

• Generous PTO policy

• 401k with company match

• Medical, dental, and vision insurance

• Disability, life insurance

• Equity incentive plan

Persefoni is an Equal Opportunity employer

One of our company Core Values is ‘Equality’ which emphasizes our commitment to value and respect people and organizations of all backgrounds. We proudly bring this to life by fostering a culture of innovation, creativity, diversity of thought, and inclusion.

We strive for each of our team members to be able to show up for work every day as their genuine selves. Similar to the reverence given to Earth’s biodiversity, we recognize the vast potential that exists when all of the facets of diversity within our team are appreciated and illuminated. This policy extends to all aspects of our employment practices.

As you are considering us as a potential employer, it’s important to ensure you are aware we currently have a COVID-19 vaccination policy in place for all U.S. employees.

The key tenets of our policy are:

• Fully remote employees, those who are not doing any travel and do not have any in-person interactions related to their work, are not required to be vaccinated.

• Employees who travel on behalf of Persefoni and/or have in-person interactions related to their work, are required to be fully vaccinated and boosted.

• All employees, regardless of vaccination status, are required to inform us of whether they are fully vaccinated or not.

• We provide the opportunity for employees to request special exceptions to the policy for medical, religious, and other reasons