Senior Customer Success Manager (Financials)
Core
Help financial customers in commodities, energy, and maritime sectors achieve their goals by understanding user needs and leveraging Kpler's data intelligence platform.
Role type
Senior Customer Success Manager (Financials)
Builds
Kpler's terminal, Excel add-in, API, and data integration solutions for global trade intelligence
Domain
Commodities, Energy, Maritime, Financial Services
Deliverable
product features
Required skills
Customer success management, data analysis, client relationship management, upsell/cross-sell strategy, Salesforce management, knowledge base creation, stakeholder liaison
Preferred skills
Python or R programming, experience in energy or commodity markets
Responsibilities
Maintain meaningful engagement as the key point of contact for clients, coach users on platform usage (terminal, Excel add-in, API), identify upsell/cross-sell opportunities, align client goals with Kpler's, improve customer success processes and support content, manage Salesforce records, liaise with Sales, Product, and Engineering teams
Seniority
Senior, hands-on IC