Senior Customer Success, Financials & Analytics Leader

Wood Mackenzie; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Wood Mackenzie, based in New York City, seeks a Senior Specialist in Customer Success to support a portfolio of Financial & Professional Services clients. You will drive onboarding, adoption, and renewal efforts while collaborating with sales and product teams to maximize value.

The role requires a strong background in customer success, relationship management, and data-driven analysis, with a hybrid New York City work model.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Energy Studies, or related field.
• 3+ years in Customer Success, Account Management, or similar role.
• Experience supporting financial services, professional services, or SaaS customers preferred.
• Strong relationship-building and stakeholder management skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Create and execute customer success plans aligned to objectives and priorities.
• Deliver onboarding experiences that accelerate time-to-value for new users.
• Proactively engage users to drive adoption of Wood Mackenzie products.
• Build strong relationships with key users and commercial stakeholders.
• Conduct quarterly business reviews focused on objectives, outcomes, and value realization.
• Monitor account health and identify risks to adoption and retention.
• Collaborate with Sales to support renewals through usage insights and customer intelligence.
• Translate customer feedback into actionable recommendations for internal teams.
• Maintain accurate customer records and engagement history within Salesforce.

Skills

Relationship management

Communication

Analytical mindset

Planning & organization

Education

Bachelor's degree in Business, Finance, Economics, Energy Studies, or related field

Tools

Salesforce

Job description

Wood Mackenzie, based in New York City, seeks a Senior Specialist in Customer Success to support a portfolio of Financial & Professional Services clients. You will drive onboarding, adoption, and renewal efforts while collaborating with sales and product teams to maximize value.

The role requires a strong background in customer success, relationship management, and data-driven analysis, with a hybrid New York City work model.