2 months ago
Senior Customer Success Manager (Financials)
102 500 - 120 600$
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Job description
Text:
TL;DR
Senior Customer Success Manager (Financials): Managing a portfolio of financial clients to ensure goal achievement and product adoption within the energy and commodity markets with an accent on technical coaching and strategic alignment. Focus on driving product usage across terminals and APIs, identifying growth opportunities, and optimizing the customer success lifecycle.
Location: Hybrid in New York
Salary: $102,500 - $120,600
Company
provides global trade information and intelligence for commodities, energy, and maritime sectors to empower informed decision-making.
What you will do
- Act as the primary point of contact for financial clients, ensuring high engagement and alignment with their goals.
- Coach users on the terminal, Excel add-in, API, and data integration tools to ensure expert-level usage.
- Collaborate with commercial teams to identify and act on upsell and cross-sell opportunities based on client needs.
- Develop and improve Customer Success processes, including the creation of knowledge base articles and support FAQs.
- Maintain accurate client documentation and project tracking within Salesforce.
- Coordinate with Sales, Product, and Engineering teams to maximize the value clients derive from the solution.
Requirements
- 5+ years of experience as a Customer Success Manager, specifically managing financial clients.
- Must be based in New York (Hybrid workplace).
- Strong expertise and experience in energy or commodity markets.
- Proficiency in handling and analyzing complex data and understanding its relevance.
- Strong communication skills and ability to work autonomously in a fast-paced environment.
- Analytical mindset with a focus on problem-solving and prioritization.
Nice to have
- Experience with programming languages such as Python or R.
Culture & Benefits
- Inclusive and diverse work environment with a global team across 69 countries.
- Supportive corporate culture focused on nurturing connections and collaborative problem-solving.
- Commitment to diversity, equity, and inclusion through the People Pledge.
- Opportunity to work with cutting-edge innovation in global trade intelligence.
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