Senior Specialist, Customer Success - Financials
$90k - $110kWoodmac
- # Senior Specialist, Customer Success - FinancialsApply: US-NY-New York-Office: Full time: Posted Yesterday: JR3290Wood Mackenzie is the global leader in analytics, insights and proprietary data across the entire energy and natural resources landscape.For over 50 years our work has guided the decisions of the world’s most influential energy producers, utilities companies, financial institutions and governments.Now, with the world’s energy system more complex and interconnected than ever before, sector-specific views are no longer enough. That’s why we’ve redefined what’s possible with Intelligence Connected.By fusing our unparalleled proprietary data with the sharpest analytical minds, all supercharged by Synoptic AI, we deliver a clear, interconnected view of the entire value chain. Our trusted team of 2,700 experts across 30 countries breaks siloes and connects industries, markets and regions across the globe.This empowers our customers to identify risk sooner, spot opportunities faster and recalibrate strategy with confidence – whether planning days, weeks, months or decades ahead.Wood Mackenzie Intelligence Connected**WoodMac.com** **Wood Mackenzie Brand Video****Wood Mackenzie Values*** Inclusive – we succeed together* Trusting – we choose to trust each other* Customer committed – we put customers at the heart of our decisions* Future Focused – we accelerate change* Curious – we turn knowledge into action**Make an Impact Where Energy Meets Technology**Wood Mackenzie is seeking a Senior Specialist, Customer Success to support a portfolio of Financial & Professional Services customers, including investment banks, asset managers, private equity firms, hedge funds, sovereign wealth funds, consultancies, and advisory organizations.In this role, you will help customers maximize the value of their Wood Mackenzie subscriptions by driving onboarding, adoption, engagement, and retention. You will build trusted relationships with key users and stakeholders, helping them leverage our industry-leading research, data, and analytics to make informed investment, strategy, and risk management decisions.This is an exciting opportunity for a customer-focused professional who thrives in a fast-paced environment, enjoys building relationships, and is passionate about helping customers achieve measurable outcomes.**Why This Role Matters Now**Financial institutions operate in increasingly complex and volatile markets. Investment professionals are expected to make faster, more informed decisions while navigating:* Evolving energy transition dynamics* Commodity and power market volatility* Shifting regulatory landscapes* Geopolitical and macroeconomic uncertainty* Growing demands for data-driven investment strategiesAs a Customer Success professional, you will partner with customers throughout their journey with Wood Mackenzie, ensuring they gain maximum value from our research, data, and analytical products.**Portfolio Scope*** Portfolio of Financial & Professional Services customers* Key user groups including: + Investment analysts + Portfolio managers + Research teams + Strategy professionals + Consultants and advisors* Stakeholders ranging from day-to-day users through commercial decision makers**What You’ll Do****Drive Customer Success & Adoption*** Create and execute customer success plans aligned to customer objectives and business priorities* Deliver onboarding experiences that accelerate time-to-value for new users* Proactively engage users to encourage adoption of Wood Mackenzie products and services* Build strong relationships with key users and commercial stakeholders* Conduct regular account reviews to assess customer health, engagement, and progress toward objectives**Support Retention & Growth*** Monitor account health and identify risks to customer adoption and retention* Develop and execute action plans to address customer challenges and drive positive outcomes* Partner with Sales colleagues to support renewal discussions through usage insights and customer intelligence* Identify opportunities to expand engagement through increased adoption of existing solutions**Deliver Customer Insights*** Analyze customer usage trends and engagement data to identify opportunities and risks* Conduct Quarterly Business Reviews focused on customer objectives, outcomes, and value realization* Translate customer feedback into actionable recommendations for internal teams* Maintain accurate customer records and engagement history within Salesforce**Collaborate Across Wood Mackenzie*** Partner closely with Product Specialists, Sales, Research, and other internal teams to support customer outcomes* Share customer insights and market trends that improve the customer experience* Contribute ideas, best practices, and success stories across the Customer Organization* Support team initiatives and projects that drive operational excellence and customer impact**What Great Looks Like*** Strong onboarding and adoption across assigned accounts* High levels of customer engagement and satisfaction* Retention and active user growth within the portfolio* Accurate identification and proactive mitigation of customer risks* Meaningful contribution to successful renewals through customer intelligence and usage insights* Increased customer advocacy and positive customer references* Active participation in team initiatives, projects, and knowledge sharing**What Makes This Role Unique*** Partner directly with some of the world's leading financial institutions and advisory firms* Support decision makers who influence billions of dollars in investment and capital allocation decisions* Work with market-leading research, analytics, and data solutions covering energy, metals, mining, and the energy transition* Collaborate across commercial, research, and product teams globally* Build expertise at the intersection of financial markets, commodities, and energy intelligence**About You****Experience*** Bachelor's degree in Business, Finance, Economics, Energy Studies, or a related field* 3+ years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role* Experience supporting financial services, professional services, consulting, research, data, or SaaS customers is preferred* Experience managing a portfolio of B2B customer relationships**Industry Knowledge*** Interest in financial markets, investment research, commodities, energy, or related sectors* Understanding of how financial institutions utilize research, data, and analytics to inform decision making* Ability to connect customer objectives with Wood Mackenzie solutions**Skills*** Strong relationship-building and stakeholder management skills* Excellent verbal and written communication abilities* Analytical mindset with the ability to interpret customer usage data and identify trends* Strong planning, organizational, and coordination skills* Ability to manage multiple priorities in a fast-paced environment* Experience using CRM platforms such as Salesforce**Attributes*** Customer-centric and outcome-oriented* Curious, proactive, and eager to learn* Collaborative team player* Adaptable and comfortable working through change* Demonstrates empathy, professionalism, and a growth mindset**Working Style*** Based in New York City* Hybrid working model* Flexibility to collaborate across global teams and time zones* Occasional travel for customer meetings, events, and internal collaboration*The salary range for this position is $90,000- $110,000, which represents base pay only and does not include short-term incentive compensation. When determining base pay, as part of a final compensation package, we consider several factors such as location, experience, qualifications, and training. This base salary maps to the New York City Location.*
- J-18808-Ljbffr Woodmac
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Specialist, Customer Success - Financials in Eastern, KY vacancy
- ## Senior Specialist, MarketingApply: Greer, SC: Full time: Posted Today: R8308Take your career to the next level! In the last few... ...growth, but we are also serious about helping our customers during hard financial times.We take pride in providing solutions and offering...FinancialSeniorFull timeWork at officeHome office
Regional Management Corp.
Eastern, KY2 days ago - ...integrated space solutions for customers operating in the world’s... ...performance solutions when mission success is critical. At SES Space... ...Position Summary The Senior Specialist, Contracts is responsible... ...Government contract requirements and financial deliverables. This position...FinancialSeniorContract workWork at officeLocal areaWorldwideFlexible hours
SES Space & DEFENSE
Eastern, KY2 days ago - ...a future team member for the role of Senior Specialist to join our Recovery and Resolution Forecasting... ...that quantify, review, and explain financial and risk insights across products and... ...ensure accuracy and compliance To be successful in this role, we’re seeking the...FinancialSeniorWork experience placementWork at office
$110k - $120k
## Senior HRIS SpecialistApply: Herndon Area, VA: Grand... ...for a **Senior HRIS Specialist** to join our team... ...How We Care for You:*** Financial Rewards: Competitive base... ..., module rollouts, custom integrations, and biannual... ...for the Company’s success, reputation and sustainable...FinancialSeniorFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursAirbus
Eastern, KY2 days ago- Description The Senior Specialist, Pharmacy Revenue Recovery serves as an experienced pharmacy revenue cycle professional responsible for... ..., and revenue recovery issues. The role independently works financial discrepancies through resolution, reconciles claim activity...FinancialSenior
- ...to the volume of applicants. Join a financial services firm where your contributions... ..., not obtaining, the rating. The Senior Firm Planning Specialist plays a critical role in shaping and... ...forecasting, and strategic recommendations. Success in this role requires strong...FinancialSeniorTemporary workWork at officeHome officeFlexible hours
- ...Energy Revolution Become a Senior Specialist, Cyber Security... ...tools, gather and maintain customer requirements, and support our... ...protection of all its physical, financial and cybersecurity assets, and... ...Prior to being hired, the successful candidate must pass a Personnel...FinancialSeniorRemote workRelocation
- ...Become a Final Inspection Senior Specialist, Senior Specialist at Southern... ..., accountability, and successful project execution across Final... ...reporting. As a key partner to customers, contractors, and internal... ...of all its physical, financial and cybersecurity assets, and...FinancialSeniorFor contractorsRemote work
- ...Revolution Becomea Cybersecurity Senior Specialist at Southern California... ...of all its physical, financial and cybersecurity assets, and... ...accessing and managing private customer data, proprietary... ...Rosemead, CA. However, the successful candidate may also be asked...FinancialSeniorWork at officeRemote workRelocation
$83.1k - $141.3k
...NTRS) is proud to guide the world’s most successful individuals, families, corporations... ...worldwide. With more than 135 years of financial experience and over 24,000 partners,... ...technology and exceptional service. The Senior Specialist, Wealth Management Marketing is...FinancialSeniorWork experience placementH1bLocal areaWorldwideFlexible hours- ...contributing to the growth and success of the firm through... ...engagement. Job Summary The Senior Specialist - Social Media, PR & Reputation... ...new viewpoints, and explore customer-focused solutions. Employees... ...stay healthy and protected. Financial Security : Enjoy peace of mind...FinancialSeniorTemporary workWork at officeWork from homeFlexible hours
$83.59k - $101.51k
...American Academy of Dermatology is seeking a Senior Specialist, Production located in our Rosemont, IL... ...mitigate factors that affect project success, ensuring delivery of a campaign on... ...functions and how business decisions affect financial and non-financial work results,...FinancialSeniorCasual workRemote workWorldwide- ...States Trending About Us At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible...FinancialSeniorWork experience placementWork at officeWorldwideFlexible hours
$66k - $94k
## Regional Partnership Specialist Senior, CaliforniaApply: Off-Campus: Other US Locations: Full... ...passionate about higher education student success? Do you thrive on managing high-level... ...to explore options.* Healthcare* Financial Security* Retirement* Family Resources*...FinancialSeniorFull timePart timeCasual workInternshipLive inWork at officeLocal areaRelocationAfternoon shift- 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...FinancialSenior
$119.7k - $222.3k
## Senior Specialist Legal Editor, Practical LawApply: Remote: United States of America, Eagan... ...content aligned with market practice and customer needs, and business objectives.*... ...and resources for mental, physical, and financial wellbeing.* **Culture:** Globally recognized...FinancialSeniorFull timeLocal areaRemote workFlexible hours- ...and collaborate with Product, Marketing, Sales Enablement, Pricing, and Customer Success to accelerate revenue growth. The role requires 10+ years in GTM/PM/marketing, with experience in financial services or fintech, plus strong communication and #J-18808-Ljbffr FactSetFinancialSenior
$10k
## Senior Specialist - Software EngineerApplylocations: USA - Philadelphia - Pennsylvaniatime type... ...* Advanced degree or specialization in financial markets, finance, or mathematics.*... ...their contribution to Nasdaq’s overall success.In addition to base salary, Nasdaq offers...FinancialSeniorH1bWork at officeHome officeFlexible hours3 days per week- Take a Seat Tech in New York is seeking a senior customer success leader to own enterprise healthcare accounts across onboarding, adoption and... ...business reviews that connect product usage to clinical and financial outcomes. Identify expansion opportunities and partner with...FinancialSenior
- ## Senior Data Platform EngineerApplylocations: Remote GAtime type: Full timeposted on... ...supporting Finance, Accounting, Sales, Customer Success, Product, HR and Executive Analytics.... ...data that supports operational reporting, financial close, executive decision making, AI...FinancialSeniorRemote work
NextGen Healthcare
Eastern, KY1 day ago - # Customer Success Senior ManagerRipple Miami, FL, United States Full-timeFull-timeCustomer Support---## About this roleRipple is hiring a Customer... ...we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we...FinancialSenior
$110k - $135k
This is a senior customer success role owning enterprise healthcare accounts for a US HealthTech platform, measured on adoption, retention and... ...business reviews that connect product usage to clinical and financial outcomes. Identify expansion opportunity and partner with...FinancialSeniorRemote work$108k - $115k
...Senior Account Executive, San Francisco (Startup Banking) About... ...with a track record of success in achieving new business and... ...of sales drive coupled with a customer-first mentality that will help... ...other software products, and/or financial services products. Experience...FinancialSeniorFor contractorsUnder Technologies, Inc.
Eastern, KY2 days ago$68k - $127k
...to help individuals retire successfully. Multiple decision-makers... ...know more about you! As a Senior Retirement Specialist, you'll drive sales, provide... ...activities.* Serves as a financial resource to existing and... ...may relate to marketing, customer service, enrollment and other...FinancialSeniorFull timeTemporary workPart timeCasual workWork from homeHome officeNationwide
Eastern, KY2 days ago- ...Senior Enterprise Account Executive – Microsoft Azure... ...like healthcare, financial services, and SaaS — the... ...relationships, and driving joint success with Microsoft.... ...up in how we treat customers and each other: we respond... ...(PDMs), Technical Specialists, and Marketplace teams...FinancialSeniorFull timeContract workH1bWork at officeRemote workHome officeVisa sponsorship2 days per week3 days per week
Arpio, Inc.
Eastern, KY5 days ago - ## 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
TD SYNNEX
Eastern, KY2 days ago - ...Health has a remote opportunity for a Sr. Worker's Compensation Specialist to join the team. This position manages workers' compensation... .... That includes $410.6 million in charity care and other financial assistance to patients to ensure medical care regardless of their...FinancialSeniorRemote workFlexible hours
BJC HealthCare
Eastern, KY2 days ago - ...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,... ...extraordinary customer experiences,fight financial crimeand ensure public safety.Every day...FinancialSeniorContract workWork experience placement
Greenhouse Software
Eastern, KY4 days ago $106.5k - $197.5k
...a shared dedication to our customers’ mission and quest for professional... ...and promote work-life success. Fundamental to our culture... ...security. Job Title: Sr. Specialist, Project Engineer Job Code... ...ensure the overall program’s financial well-being as well as...FinancialSeniorFor contractorsWork at officeLocal areaFlexible hoursL3Harris Technologies, Inc.
Eastern, KY3 days ago$190k - $238k
## Senior Product Marketing ManagerApplyremote type: Hybridlocations: Pleasanton: New... ...intersection of Product, Sales, Marketing, Customer Success, and Strategic Partnerships. As a... ...value in the market.* Translate complex financial operations, ERP, and AI-driven innovations...FinancialSeniorTemporary workWork at officeShift work3 days per weekBlackLine
Eastern, KY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Specialist, Customer Success - Financials. Be the first to apply!
Related searches
- sewing specialist Eastern, KY
- graduation specialist Eastern, KY
- technology integration specialist Eastern, KY
- drilling fluids specialist Eastern, KY
- vulnerability management specialist Eastern, KY
- evaluation specialist Eastern, KY
- escalation specialist Eastern, KY
- educational technology specialist Eastern, KY
- policy specialist Eastern, KY
- strategic sourcing specialist Eastern, KY