Kpler

2 weeks ago

Senior Customer Success Manager (Financials)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 minutes agoStatus: Live

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

Website LinkedIn

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Kpler

2 weeks ago

Senior Customer Success Manager (Financials)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 minutes agoStatus: Live

Job Summary

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

Industry: Data Infrastructure

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Headquarters: Paris, France

Founded: 2014

Website LinkedIn