Senior Customer Success Manager (Financials)

Kpler
New York
Workplace: HybridFull timeUSD 102,500 - 120,600 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Communication","Problem-solving","Critical thinking","Attention to detail","Prioritization"]

Own day-to-day relationships with financial clients, serving as the key point of contact for inquiries and coaching them to become experts in Kpler’s terminal, Excel add-in, APIs, and data integrations. Identify upsell/cross-sell opportunities by understanding client needs, align client goals with Kpler’s, keep client documentation and projects current in Salesforce, and collaborate with Sales, Product, and Engineering to improve the customer success experience.

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Kpler
Kpler
2 months ago

Senior Customer Success Manager (Financials)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 53 minutes agoStatus: Live
Reposted: similar role first listed 11 months ago

Job Summary

Own day-to-day relationships with financial clients, serving as the key point of contact for inquiries and coaching them to become experts in Kpler’s terminal, Excel add-in, APIs, and data integrations. Identify upsell/cross-sell opportunities by understanding client needs, align client goals with Kpler’s, keep client documentation and projects current in Salesforce, and collaborate with Sales, Product, and Engineering to improve the customer success experience.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Maintain meaningful client engagement and act as the key point of contact for client inquiries.
  • •Coach users to become experts in the terminal, Excel add-in, API, and data integration.
  • •Identify and support upsell/cross-sell opportunities with commercial teams based on client needs.
  • •Align client goals with Kpler’s and ensure client contacts, documentation, reviews, and projects are kept up to date in Salesforce.
  • •Continuously improve the customer success process and coordinate with Sales, Product, and Engineering; communicate with clients daily via email, phone, video calls, and face-to-face.

Pay and Benefits

Salary: USD 102,500 - 120,600 annually

Key Requirements

  • •5+ years of experience as a customer success manager, preferably in energy or commodity markets, managing a portfolio of financial clients.
  • •Comfortable with data and understanding its relevance to customer outcomes.
  • •Ideally experience with programming languages such as Python or R.
  • •Client-focused with strong communication skills and the ability to adapt to customers’ needs.
  • •Driven, self-disciplined, able to work autonomously in a fast-paced environment while producing and curating support content.
Experience:5+ yearsEnergyCommodity marketsFinancial clients
Skills:CommunicationProblem-solvingCritical thinkingAttention to detailPrioritization
Tech Stack:SalesforceExcelExcel add-inAPIData integrationPythonRTerminal

Company Brief

Kpler
Provides real-time commodity, shipping and trade intelligence combining satellite, AIS, customs and market data to deliver analytics for energy, dry bulk, petrochemicals, metals and agricultural markets, enabling trading, risk management and market transparency.
Industry: Data Infrastructure
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Headquarters: Paris, France
Founded: 2014
WebsiteLinkedIn