Financial Planning and Analysis

• To always 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;
• You’ll be in touch with clients every day, either by email, phone, video calls and face to face to help them in a myriad of topics (product usage, new features, support, etc) while always taking into account their individual needs.
• To enable the client to use the solution to its maximum potential, you’ll need to liaise with different teams at Kpler, such as Sales, Product, or Engineering.

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