Segment Lead, CEG - Financial Services

Company Description

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 — Service Now 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.

The Customer Excellence Segment Lead plays a pivotal role in driving customer success and satisfaction across their portfolio of accounts, which may include those served by Impact teams (Guided+, Total, Advanced), as well as those with Guided support or no Impact (this is to ensure that all customer receive the necessary level of service and support). This position requires a strategic leader who can navigate complex customer landscapes, build strong relationships, and foster a culture of collaboration among Customer Success professionals to drive key CEG priorities.

The Customer Excellence Segment Lead is responsible for ensuring that their squads are supporting customers to realize the full potential of the Service Now platform, aligning services (through Expert Services or with Partners) with their business objectives and driving adoption. Across their portfolio, they own success, growth, and retention to drive success and satisfaction.

By acting as a trusted advisor, the Customer Excellence Segment Lead can support interactions with key, strategic accounts to manage escalations, mitigate risks and ensure long‑term customer retention and satisfaction.

In addition to supporting customer relationships, the Customer Excellence Segment Lead manages teams of Customer Success professionals, mentoring them to achieve high performance and career growth. This role involves close collaboration with various internal teams, including Delivery, Partners, Success Centers, Services Sales, and Renewals, to ensure seamless execution of customer success initiatives. The Customer Excellence Segment Lead is accountable for overseeing project outcomes, resolving escalations, and maintaining overall account health, all while staying attuned to market trends and best segments to enhance service delivery.

• Lead, mentor and develop a high‑performing team of Customer Success professionals, ensuring alignment with career progression goals and fostering a culture of excellence
• Drive enablement efforts across the assigned portfolio to ensure teams have the knowledge, tools, and support needed for success.
• Manage team resources & staffing decisions to efficiently deliver success products and optimise customer value
• Participate in and encourage teams to participate in Geo and Global role excellence and community forums to ensure adherence to governance frameworks and consistent best segments.
• Stay up to date with market/industry trends and technologies to uplift delivery excellence e.g. use cases for Agentic AI etc.

• Ensure alignment and collaboration across Customer Success, Delivery, Partners, Success Centers, Services Sales, and Renewals teams to orchestrate seamless customer success and project delivery.
• First point of escalation with assigned portfolio of accounts, overseeing high‑impact escalations arising from within team, and manage customer feedback, ensuring proactive risk mitigation and consistent customer health across accounts.
• Exec sponsor with key customer decision makers and leaders for mid‑tier customers.
• Serve as a customer sponsor and escalation point for Guided and Non‑Impact customers identified as a renewal risk, declining satisfaction, or reduced product usage. Proactively coordinate cross‑functional action plans to address customer concerns, stabilise engagement, and drive retention outcomes.

Conduct regular reviews of customer…