Wood Mackenzie

Lead Specialist – Customer Success

Wood Mackenzie

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • Australia

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Job Level

Senior

About the role

  • Build and nurture relationships within financial institution, investment firms, and corporate finance teams across Australia and APAC
  • Lead and elevate Quarterly Business Reviews (QBRs), driving outcome-focused conversations centered on ROI and strategic alignment
  • Develop and refine scalable customer success playbooks aligned to client workflows and evolving priorities in the financials sector
  • Oversee onboarding and adoption strategies to ensure seamless integration of our solutions
  • Act as the voice of the customer, partnering cross-functionally with sales, product, research, and support teams to resolve challenges and identify growth opportunities

Requirements

  • 2+ years of experience in customer success, account management, or client-facing roles
  • Bachelor's degree in Business, Finance, Economics, or a related field
  • Knowledge of Australia’s natural resources industry, including key commodities, market dynamics, major players, and investment trends
  • Comfortable explaining technical capabilities (e.g., data integrations, platforms, APIs) to diverse stakeholder audiences
  • Experience mentoring others or contributing to team-wide process improvements
  • Proficiency with Salesforce CRM for account management, opportunity tracking, health scoring, and reporting
Benefits
  • Equal Opportunities employer
  • Support for application process for disabled individuals
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer successaccount managementdata integrationsplatformsAPIs
Soft Skills
relationship buildingcommunicationmentoringstrategic alignmentproblem solving