Lead Customer Success Manager (Financials)

TL;DR

Lead Customer Success Manager (Financials): Serve as strategic partner to high-value financial clients in natural resources, driving adoption of data, tools, and insights with an accent on ROI realization, strategic alignment, and expansion opportunities. Focus on leading QBRs, developing success playbooks, onboarding strategies, and cross-functional collaboration to ensure sustained business impact.

Location: Hybrid in Sydney, Australia with regular travel (10-20%) within Australia and APAC region

Company

Global leader in analytics, insights, and data for energy and natural resources, with 2,700 experts across 30 countries delivering Intelligence Connected powered by Synoptic AI.

What you will do

• Build and nurture relationships with financial institutions, investment firms, and corporate finance teams across Australia and APAC
• Lead outcome-focused Quarterly Business Reviews (QBRs) centered on ROI and strategic alignment
• Develop scalable customer success playbooks, oversee onboarding, and drive adoption of solutions
• Monitor customer health in Salesforce, mitigate risks, identify expansions, and act as voice of customer
• Provide strategic insights on Australia's natural resources industry (oil & gas, metals & mining, power & renewables)
• Mentor team members and contribute to best practices

Requirements

• Knowledge of Australia’s natural resources industry, including commodities, market dynamics, and investment trends
• Experience in financial services, investment banking, private equity, or asset management
• Proven success leading complex accounts, QBRs, and strategic plans in client-facing roles
• Proficiency with Salesforce CRM for account management and reporting
• Willingness to travel regularly (10-20%) within Australia and APAC, working across time zones
• Strong analytical, problem-solving, and cross-functional collaboration skills

Nice to have

• Bachelor’s degree in Business, Finance, Economics, or related field
• 2+ years in customer success, account management, or client-facing roles
• Background with financial institutions in natural resources sector

Culture & Benefits

• Inclusive, trusting environment focused on customer commitment, future focus, and curiosity
• Equal opportunities employer committed to diversity
• Support for disabilities in application and hiring process