Senior Customer Success Manager (Financials)

Kpler • New York, NY

91d • $110,000 - $130,000

About The Position

At Kpler, we are dedicated to helping our clients navigate complex markets with ease. By simplifying global trade information and providing valuable insights, we empower organisations to make informed decisions in commodities, energy, and maritime sectors. Since our founding in 2014, we have focused on delivering top-tier intelligence through user-friendly platforms. Our team of over 600 experts from 35+ countries works tirelessly to transform intricate data into actionable strategies, ensuring our clients stay ahead in a dynamic market landscape. Join us to leverage cutting-edge innovation for impactful results and experience unparalleled support on your journey to success.

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 understand its relevance.
• Experience with programming languages like Python or R is ideal.
• Client-focused, capable of adapting to customers’ needs, and possess strong communication skills.
• Driven and self-disciplined, able to work autonomously without much guidance.
• Critical thinker with attention to detail and a problem solver.
• Team player, quick learner, and able to work with short deadlines across different tasks.
• Methodical, analytical, and good at prioritizing.

Nice To Haves

• Experience in knowledge transfer and improving processes.
• Genuine care for clients and ownership of projects.

Responsibilities

• Maintain a meaningful level of engagement with clients and be the key point of contact for inquiries from clients.
• Coach users to be experts on our terminal, Excel add-in, API and data integration.
• Help the commercial teams uncover upsell/cross-sell opportunities based on clients’ needs.
• Proactively align client’s goals with Kpler’s.
• Help to continuously improve the Kpler Customer Success process (knowledge base articles, internal tools, support FAQs, etc.).
• Ensure that appropriate client contacts, documentation, reviews and projects are added to Salesforce and are up-to-date.
• Communicate with clients daily via email, phone, video calls, and face-to-face to assist them with product usage, new features, support, etc.
• Liaise with different teams at Kpler, such as Sales, Product, or Engineering, to enable clients to use the solution to its maximum potential.

Benefits

• $110,000 - $130,000 a year

What This Job Offers

• Number of Employees: 501-1,000 employees