Lead Specialist, Customer Success - Energy Trading
Core
Primary advocate and strategist for clients in the short-term, real-time energy trading arena, helping traders and risk managers unlock value from data and tools.
Role type
Senior Customer Success Manager (Energy Trading)
Builds
Customer success plans, playbooks, and training programs for real-time trading workflows
Domain
Energy & Natural Resources (Oil, Gas, Power markets)
Deliverable
client delivery
Required skills
Deep experience with trading community (oil, gas, power), knowledge of real-time/short-term energy markets, QBR execution, playbook development, cross-functional collaboration, proactive churn risk management
Preferred skills
Experience with APIs/data feeds/analytics platforms, ability to translate technical concepts to business stakeholders, internal educator capabilities
Technologies
APIs, data feeds, analytics platforms
Responsibilities
Build strategic relationships with short-term focused clients; Plan and execute Quarterly Business Reviews (QBRs); Create customer playbooks for real-time trading workflows; Facilitate client onboarding and live training; Monitor customer health metrics and usage data; Identify expansion opportunities
Seniority
Senior, hands-on IC