Senior Customer Success Strategist - Financial Services

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

Job summary

Wood Mackenzie is seeking a Senior Specialist, Customer Success to support a portfolio of Financial & Professional Services customers. You will help customers maximize the value of their Wood Mackenzie subscriptions by driving onboarding, adoption, engagement, and retention.

You will build trusted relationships with key users and stakeholders, helping them leverage our research, data, and analytics to inform investment, strategy, and risk decisions in a fast-paced environment.

Qualifications

• 3+ years in Customer Success, Account Management, Client Services, Relationship Management, or similar role
• Experience supporting financial services, professional services, consulting, data, or SaaS customers is preferred
• Experience managing a portfolio of B2B customer relationships

Responsibilities

• Drive Customer Success & Adoption: Create and execute customer success plans aligned to customer objectives and business priorities
• Deliver onboarding experiences that accelerate time-to-value for new users
• Proactively engage users to encourage adoption of Wood Mackenzie products and services
• Build strong relationships with key users and commercial stakeholders
• Conduct quarterly business reviews focused on customer objectives, outcomes, and value realization
• Translate customer feedback into actionable recommendations for internal teams
• Maintain accurate customer records and engagement history in Salesforce

Skills

Relationship building

Communication

Analytical thinking

Planning & organization

Time management

Cross-functional collaboration

Education

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

Tools

Salesforce

Job description

Wood Mackenzie is seeking a Senior Specialist, Customer Success to support a portfolio of Financial & Professional Services customers. You will help customers maximize the value of their Wood Mackenzie subscriptions by driving onboarding, adoption, engagement, and retention.

You will build trusted relationships with key users and stakeholders, helping them leverage our research, data, and analytics to inform investment, strategy, and risk decisions in a fast-paced environment.