Finance Manager
VideaHealth
Senior Customer Success Manager – Financials
Kpler
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $130,000 per year
Job Level
Senior
Tech Stack
Python
About the role
- 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.
Requirements
- 5+ years of experience as a customer success manager, preferably in energy or commodity markets, managing a portfolio of financial clients.
- You are comfortable with data and understand its relevance.
- Ideally, have experience with programming languages like Python or R;
- You are client-focused, capable of adapting to the customers’ needs, and have strong communication skills.
- You are driven and self-disciplined. You can work autonomously without much guidance and thrive in a fast-paced, ever-changing environment.
- You are a critical thinker with attention to detail and a problem solver capable of constantly producing and curating support content.
- You are also a team player, a quick learner, and able to work with short deadlines across different tasks.
- You are methodical, analytical, and good at prioritizing. The nature of this role involves dealing with multiple stakeholders and projects simultaneously.
- You enjoy finding solutions, improving processes, and are good at knowledge transfer.
- You genuinely care about your clients and take ownership of projects, and keep an eye on long-term goals.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
PythonRdata integrationExcel add-inAPI
Soft skills
client-focusedstrong communicationself-disciplinedcritical thinkerattention to detailproblem solverteam playerquick learnermethodicalanalytical
