Source Job

$102,042–$154,350/yr
US

  • Own complex customer finance escalations end-to-end, coordinating cross-functional teams and executive communications.
  • Drive systemic improvements by analyzing escalation themes, leading process improvements, and coaching frontline teams.
  • Champion Samsara's cultural principles and measure success through reduced resolution time, improved CSAT, and SLA adherence.

Customer Success Escalation Management Project Management Cross-functional Collaboration Data Analysis

20 jobs similar to Sr Customer Experience Specialist - Finance

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$65,599–$88,200/yr
US

  • Manage a portfolio of 100-200 named accounts, using AI tooling to prioritize and drive outcomes.
  • Conduct workshops and create success plans to maximize customer value and ensure adoption.
  • Collaborate cross-functionally with Sales, Support, and Product to resolve technical issues.

Samsara is the pioneer of the Connected Operations Cloud, enabling organizations that depend on physical operations to harness IoT data for actionable insights. We are a public company with a diverse workforce, committed to improving the safety, efficiency, and sustainability of the operations that power the global economy.

Pakistan

  • Manage the escalation lifecycle from intake to closure as the single point of contact.
  • Collaborate with Sales, Customer Success, Product, and Engineering to drive resolution excellence.
  • Lead post-escalation reviews and trend analyses to improve future outcomes.

Motive empowers physical operations with tools to make work safer, more productive, and profitable through an AI-driven platform. Serving nearly 100,000 customers, the company values creating a diverse and inclusive workplace.

$141,520–$176,900/yr
US

  • Lead North American escalation management function, handling high-visibility customer situations and complex business-critical incidents.
  • Transform escalation management from reactive issue resolution into a proactive driver of customer experience and operational excellence.
  • Mentor and develop a team while strengthening strategic thinking, proactive risk management, and executive-level communication.

$141,520–$176,900/yr
US

  • Act as the primary interface for customers during high-visibility incidents, translating technical hurdles into clear business communications.
  • Lead cross-functional escalation initiatives, managing project timelines, dependencies, and deliverables to high-quality standards.
  • Mentor your team on advanced strategic thinking, moving them from tactical troubleshooting to proactive risk assessment and executive-level reporting.

Twilio is shaping the future of communications by delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers worldwide. They are a remote-first company with a strong culture of connection, global inclusion, and diverse experiences.

  • Help strategic customers realize quantifiable value and ensure renewals and expansions.
  • Identify risks of churn and develop mitigation strategies while identifying expansion opportunities.
  • Proactively drive value conversations and manage customer escalations across technical and business domains.

Flexera provides data-oriented SaaS solutions for technology value optimization, helping IT, finance, and cloud teams gain insights into cost optimization and compliance. With over 50,000 customers globally, Flexera is recognized as a category leader by Gartner, Forrester, and IDC, and fosters a culture built on candor, passion, and accountability.

US

  • Act as senior technical escalation resource for high-value SaaS customers, managing critical incidents and complex workflows with speed and precision.
  • Collaborate with Engineering, DevOps, and Product teams to prioritize bugs, coordinate incident responses, and drive timely resolutions for enterprise clients.
  • Help build and refine operational playbooks, workflows, and standard operating procedures for the business-critical support organization.

Our partner is a SaaS technology company that delivers critical support services to high-value enterprise customers. They are building a new premium support function and value a collaborative, high-performance culture with a focus on integrity and accountability.

India 7w PTO

  • Build strategic relationships with enterprise customers to drive adoption, retention, and growth.
  • Facilitate quarterly Executive Business Reviews to track goals, progress, and opportunities.
  • Identify and develop upsell opportunities while advocating for customer needs cross-departmentally.

FourKites is the leader in AI-driven supply chain transformation for global enterprises, turning supply chain data into automated action. They process over 3.2 million supply chain events daily and help 1,600+ global brands prevent disruptions and optimize performance.

US Unlimited PTO 12w maternity 12w paternity

  • Own the post-sales experience from adoption to renewal, driving retention and growth across a portfolio of high-impact clients.
  • Lead onboarding, implementation, and relationship management while partnering with Sales, Product, and Engineering.
  • Build and refine CS processes, playbooks, and tooling to scale as the fourth member of a growing team.

Kodex revolutionizes how organizations handle sensitive subpoenas and data requests from law enforcement and government agencies. Backed by investors including Andreessen Horowitz and Y Combinator, the company supports over 15,000 agencies in 190 countries and is trusted by industry leaders like Coinbase and Stripe.

$51,569–$66,317/yr
Canada Unlimited PTO

  • Own customer business outcomes and value realization by managing a portfolio and translating solutions into measurable value.
  • Protect retention through proactive risk management and drive growth by identifying expansion opportunities with Account Management.
  • Lead strategic conversations, QBRs, and renewals, turning data into executive-ready recommendations.

Cardata provides automated software and services for vehicle reimbursement, replacing outdated programs for businesses. They are a small but mighty team focused on impact, growth, and customer success.

Europe

  • Manage a book of global, complex customers to drive adoption and value realization through detailed analysis and joint planning.
  • Facilitate cross-functional collaboration to resolve technical issues and drive customer advocacy.
  • Act as a consultant and coach, continuously asking questions to deeply understand customer needs and ensure successful renewals.

Conga unifies commercial operations so companies run as connected, smarter businesses by aligning pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide, including more than 50% of the Fortune 100, Conga fosters a collaborative and celebratory culture where every voice is heard.

  • Manage and resolve escalated customer inquiries and service concerns while maintaining a positive experience.
  • Communicate professionally with customers to understand issues, de-escalate sensitive situations, and provide appropriate solutions.
  • Coordinate with internal teams, maintain accurate case documentation, and identify recurring concerns for management.

Melita Honey is a New Zealand honey company specializing in premium Mānuka honey and other bee products. With decades of industry experience, the company is committed to quality, responsible production, and strong customer relationships.

$115,000–$135,000/yr
US

  • Serve as the primary contact for a portfolio of 50 mid-size customers, fostering trust and long-term relationships.
  • Develop and execute tailored success plans to drive adoption, mitigate churn, and identify expansion opportunities.
  • Track customer health metrics and collaborate cross-functionally to ensure maximum value and retention.

Eltropy provides an AI-powered digital communications platform for community financial institutions, helping credit unions and community banks engage securely with consumers. It is a growing technology company with a start-up culture focused on teamwork and customer trust.

Canada

  • Uncover the biggest opportunities to improve the customer journey by analyzing contacts, churn, and payment data.
  • Diagnose root causes of customer friction and shape priorities across SaaS and payments.
  • Turn data into decisions by testing hypotheses and quantifying impact on retention and cost-to-serve.

Plooto is a payment automation platform that helps accountants, bookkeepers, and their clients manage payables and receivables. With a strong footprint in Canada, we serve busy entrepreneurs, finance teams, and non-profits, and are backed by experienced fintech leaders.

UK

  • Own end-to-end management of critical customer escalations for key accounts in EMEA, establishing action plans and communication cadences.
  • Apply strong judgment in risk management, driving post-mortem analyses and lessons learned to track preventive actions.
  • Identify recurring escalation themes to drive continuous improvements in product, process, and operational readiness.

Zscaler accelerates digital transformation with its SASE-based Zero Trust Exchange platform, protecting thousands of customers from cyberattacks and data loss. As the world's largest in-line cloud security platform, it operates across 160+ public exchanges globally, with a culture driven by deep customer obsession and a commitment to AI-native enterprise solutions.

$55,000–$70,000/yr
3w PTO

  • Serve as a trusted point of contact for clients across phone, email, SMS, HubSpot, webinars, and in-person events, owning customer questions and issues from initial contact through resolution.
  • Lead client onboarding experiences one-on-one and through live virtual webinars, confidently engaging and presenting to groups of clients while guiding them through the coaching programs.
  • Conduct proactive outbound outreach for onboarding, engagement, event attendance, account maintenance, and other customer experience initiatives.

Our client is a fast-growing coaching and personal development company founded in 2016, helping entrepreneurs and individuals achieve their full potential. The company has been ranked in the top 100 on the Inc. 500 list and hosts major live events.

$70,700–$120,300/yr
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  • Develop and execute strategic account plans that drive measurable value for enterprise customers.
  • Build trusted relationships with key stakeholders and lead renewal and expansion efforts.
  • Analyze customer data and collaborate cross-functionally to ensure seamless customer experiences.

RealPage provides software and analytics for real estate management. The company fosters an inclusive environment and offers competitive benefits to its employees.

United States Argentina

  • Manage critical technical escalations for premium SaaS customers.
  • Ensure strict adherence to premium Service Level Agreements (SLAs).
  • Work cross-functionally with Engineering, DevOps, and Product teams to resolve incidents.

ShipHero provides eCommerce logistics solutions including warehouse management software and fulfillment services. They are scaling their operations and have a focus on high-touch support for VIP clients.

$64,953–$75,778/yr
Canada 5w PTO

  • Drive measurable value realization within the first 90 days post-sale and own renewal and expansion strategy for your portfolio.
  • Develop multi-threaded relationships across decision-makers and create structured success plans tied to customer KPIs.
  • Proactively identify churn indicators through behavioral data and develop structured save plans with clear ROI articulation.

Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently. They are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.

UK

  • Investigate, manage, and resolve escalated customer complaints in line with regulatory requirements.
  • Work across onshore and offshore teams to ensure fair outcomes and meet service standards.
  • Support frontline teams to improve first point resolution and identify process improvements.

Block is a technology company that builds products to increase access to the global economy, with brands like Square, Cash App, and Afterpay. It is a large publicly traded company that values inclusion and economic empowerment across all teams.

Global

  • Own the end-to-end customer journey for a portfolio of Mid Market accounts, driving retention and expansion.
  • Build relationships with senior stakeholders, translating product usage into business-impact conversations.
  • Detect and mitigate risk early through health indicators and coordinate internal teams to unblock customer outcomes.

Simetrik is a leading financial operations control platform in Latin America that combines AI and No-Code technology to automate complex financial reconciliations and provide full control over payment operations. Backed by Goldman Sachs, Tiger Global, and Mastercard, the company serves over 160 clients in 50+ countries and fosters an entrepreneurial culture with small, dynamic teams.