Senior Customer Success Specialist, Financials
Woodmac
Wood Mackenzie in New York City seeks a Senior Specialist, Customer Success to drive onboarding, adoption, and retention for Financial & Professional Services clients. You will build trusted relationships with analysts, portfolio managers, and researchers to maximize value from subscriptions and analytics products. The role emphasizes customer health reviews, strategic guidance, and collaboration with Sales, Product Specialists, and Research teams to support renewals and growth. #J-18808-Ljbffr Woodmac
$34k - $57.5k
Position Summary The Senior Customer Service Representative plays a critical role in ensuring... ...(Sales, Finance, Operations, Customer Success) regarding contract status, order entry... ...to interpret contracts and understand financial implications Strong written and verbal...FinancialSeniorContract workWorldwide- Octus in New York is seeking a Customer Success Specialist to support investment banking and advisory clients. You will manage a small book of accounts... ...communication, initiative, and a genuine interest in financial services and markets. Competitive benefits accompany the...FinancialWork at office
$75k - $85k
...solutions connect finance teams, customers, and business systems in... ...We are seeking a Senior Technical Support Specialist to join the Versapay Customer... ..., Engineering, Customer Success, and Implementation teams... ...General Ledger Financial Reporting Demonstrated...FinancialSenior$150k - $170k
...Senior Enterprise Account ExecutiveUSAThe OpportunityWe are looking... ..., contract signature and successful handover.The right person will... ...Delivery, Marketing, Product and Customer Success to shape compelling... ...salary and benefits: Your financial well-being is important to us...FinancialSeniorContract workLocal areaRemote workWorldwide- ...solutions, serving over 5,000 financial institutions... ...to sales, marketing, customer support, and beyond. Join... ...The Customer Enablement Specialist is a content creator... ...partnership with the Senior Customer Enablement Specialist... ...creation, or customer success environment within a...FinancialFull timeTemporary workPart timeFor contractorsLocal areaFlexible hours
- ...opportunity that will light a fire within you. Senior Technical Account Manager The Senior Technical Account Manager serves as a Customer Success leader for assigned Strategic accounts,... ...customer experiences,fight financial crimeand ensure public safety.Every day,...FinancialSeniorContract workWork experience placement
$127k - $145k
...Deployment Strategy team sits on the front lines of customer success, turning blockchain intelligence into measurable outcomes for the crypto businesses, financial institutions, and fintechs that rely on TRM. As a Senior Deployment Strategist for the North America...FinancialSeniorRemote workWorldwide- ## Senior ManagerApply: Clearwater, Florida, United States: Full time: Posted Today:... ...with deep engineering expertise, treating customer success as its own while building tomorrow's... ...into systems and supports objectives of financial analysts. Ensures the accurate compilation...FinancialSeniorFull timeFlexible hours
- Job Description: Title: Senior Analyst, Financial Planning & Analysis (FP&A) Location: US or Canada... ...across industries make data-driven, customer-centric decisions. The Product, Technology... .... Our Values We POWER Our Customer's Success We are Innovative, Collaborative and...FinancialSeniorRemote work
- ...for the long run. We empathize with customers to a fault. When our users face a problem... ...across the country, we are seeking a Senior Payor Success Manager to onboard, own, and expand... ...understanding of payor priorities, including financial performance, administrative overhead,...FinancialSeniorWork at office
- ...in three core principles: Employee Success investing in our people and their growth Customer Success delivering reliable, high-quality solutions Financial Strength operating with discipline... ...sustainable success. The Opportunity The Senior Project Executive is a senior...FinancialSeniorFor contractors
$175k - $200k
## Senior Manager, Professional ServicesApplylocations: Atlanta,... ...Drive Efficiency, and Maximize Customer Value**—we’re growing rapidly... ...business units to make you successful as a Professional Services Leader... ...for time entry and project financials management, Salesforce for...FinancialSeniorContract workWork experience placementRemote workFlexible hours- ...Snyk on One Team, Care Deeply, Customer Centric, and Forward Thinking... ...Snyk is looking for a Senior Technical Support Engineer to... ...Support team, part of our Customer Success organization, as the primary... ...prioritize their health, wellness, financial security, and a work/life...FinancialSeniorWork at officeWork from homeFlexible hours
- Senior Accounting Associate, Aerospace, Defense, and Government Work with a Top 20 CPA... ...sheet account reconciliations, GAAP based financial statement packages and supporting... ...MS Teams Desire to provide top quality customer service #J-18808-Ljbffr NextGenEnergyJobsFinancialSeniorFor contractorsRemote workFlexible hours
$25 - $32.2 per hour
...and in person to ensure client service level needs. Set client financial review meetings based on client service level agreement &... ...or 7, & 66 (or 63/65 combo) Experience in an administrative or customer service role Strong time management skills Excellent written and...FinancialSeniorHourly payWork at office$140k - $160k
Role Purpose Jumio’s customers do more than renew. They expand, advocacy... ...help win new business. The Senior Manager, Customer Marketing... ...intersection of Marketing, Customer Success and Account Management. You... ...across industries including Financial Services, Travel, Sharing...FinancialSeniorWorldwideFlexible hours$95k - $140k
...better investment experience. Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This Senior Associate role will support Regional Directors in business development and client services activities for...FinancialSenior- ...Product Client Solutioning Specialist Senior Associate in Embedded Payments... ...by better serving their customers, powering new businesses and... ...JPMorganChase, one of the oldest financial institutions, offers... ...are directly linked to our success. We are an equal opportunity...FinancialSenior
$21 - $30 per hour
...Insurance and Financial Services Position - State Farm Agent Team Member Full Time in... ...working insurance and financial services specialist for Alaska State Farm Agent Kristie... ...to our daily business operations and customers’ success. You grow our agency through meaningful...FinancialHourly payFull timeRemote work- ...empower business owners to succeed by simplifying complex financial information. As a Senior Accounting Associate, you'll be a trusted advisor to... ...project management, leadership, and client communication. Success isn't measured simply by completing accounting work—it's...FinancialSeniorCasual workSecond jobWork at officeLocal areaRemote workWork from homeFlexible hours3 days per week
- As a Preferred Senior Client Services Account Manager, you will play a key role in managing... ...pride in celebrating their growth and success through our one‑of‑a‑kind employee... ...and benefit solutions with bottom‑line financial impact. USI ONE represents Omni, Network...FinancialSeniorTemporary workWork at officeLocal areaFlexible hours
$15 - $18.25 per hour
...Your Opportunity Customer Service Representative CheckSmart Cincinnati... ...in your community access the financial solutions they need—right... ...store experiences. Many of our senior leaders launched their... ...we invest in your long‑term success. If you’re looking for an opportunity...FinancialHourly payFull timeTemporary workCasual workWork at officeLocal area$130k - $190k
...solve the identity risk problem for companies that offer financial products by enabling them to outpace fraud and confidently... ...at every stage of the client lifecycle. This role is for a Senior Technical Success Manager focused on Partnerships - someone who can own the...FinancialSeniorWork at officeLocal areaImmediate startWork from homeHome officeMonday to FridayFlexible hours3 days per week$140k - $160k
Jumio’s customers do more than renew. They expand, advocate and become... ...help win new business. The Senior Manager, Customer Marketing will... ...of Marketing, Customer Success and Account Management. You will... ...across industries including Financial Services, Travel, Sharing Economy...FinancialSeniorRemote jobFor contractorsFor subcontractorWorldwideFlexible hours$45k - $67k
...Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations... ...Jersey City, NJ and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife...FinancialFor contractors$99.8k - $138k
...credit, helping millions move forward financially with clarity and confidence. As the leading... ..., fairer decisions for millions of customers. But the numbers only hint at the impact... ..., guide new rooftops through a successful launch, monitor dealer activity, and create...FinancialSeniorRemote jobSummer workCurrently hiringLocal areaWork from home$23 - $28.85 per hour
Senior Account Specialist Regular Full-Time Denver, CO, US TrueNorth is seeking a Senior Account Specialist... ..., employee benefits and personal financial strategies creates a multifaceted... ...insurance industry is preferred One year of customer service experience is preferred...FinancialSeniorHourly payFull timeWork at officeLocal areaFlexible hours$75k - $125k
...have fun while we are doing it! If you want to make an impact, see immediate success, we could be the place for you! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business...FinancialFor contractorsWork at officeImmediate start$35k - $50k
...Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations... ...their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...FinancialFor contractorsWork at office$75k - $125k
...and have fun while we are doing it! If you want to make an impact, see immediate success, we could be the place for you!About Our AgencyWe help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business...FinancialFor contractorsWork at officeImmediate start
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