Senior Specialist, Customer Success - Financials

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 Brand Video

Wood Mackenzie is the global leader in analytics, insights and proprietary data across the entire energy and natural resources landscape.
For over 50 years our work has guided the decisions of the world’s most influential energy producers, utilities companies, financial institutions and governments.
Now, with the world’s energy system more complex and interconnected than ever before, sector-specific views are no longer enough. That’s why we’ve redefined what’s possible with Intelligence Connected.
By fusing our unparalleled proprietary data with the sharpest analytical minds, all supercharged by Synoptic AI, we deliver a clear, interconnected view of the entire value chain. Our trusted team of 2,700 experts across 30 countries breaks siloes and connects industries, markets and regions across the globe.
This empowers our customers to identify risk sooner, spot opportunities faster and recalibrate strategy with confidence – whether planning days, weeks, months or decades ahead.
Wood Mackenzie
Intelligence Connected

WoodMac.com

Wood Mackenzie Brand Video

Wood Mackenzie Values

• Inclusive – we succeed together


• Trusting – we choose to trust each other


• Customer committed – we put customers at the heart of our decisions


• Future Focused – we accelerate change


• Curious – we turn knowledge into action

Make an Impact Where Energy Meets Technology

Wood Mackenzie is seeking a Senior Specialist, Customer Success to support a portfolio of Financial & Professional Services customers, including investment banks, asset managers, private equity firms, hedge funds, sovereign wealth funds, consultancies, and advisory organizations.

Why This Role Matters Now

Financial Institutions Operate In Increasingly Complex And Volatile Markets. Investment Professionals Are Expected To Make Faster, More Informed Decisions While Navigating

• Evolving energy transition dynamics


• Commodity and power market volatility


• Shifting regulatory landscapes


• Geopolitical and macroeconomic uncertainty


• Growing demands for data-driven investment strategies

Portfolio Scope

• Portfolio of Financial & Professional Services customers


• Key user groups including:
  
  
  • Investment analysts
  
  
  • Portfolio managers
  
  
  • Research teams
  
  
  • Strategy professionals
  
  
  • Consultants and advisors
  
  
  
  


• Stakeholders ranging from day-to-day users through commercial decision makers

What You’ll Do

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 regular account reviews to assess customer health, engagement, and progress toward objectives

Support Retention & Growth

• Monitor account health and identify risks to customer adoption and retention


• Develop and execute action plans to address customer challenges and drive positive outcomes


• Partner with Sales colleagues to support renewal discussions through usage insights and customer intelligence


• Identify opportunities to expand engagement through increased adoption of existing solutions

Deliver Customer Insights

• Analyze customer usage trends and engagement data to identify opportunities and risks


• 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 within Salesforce

Collaborate Across Wood Mackenzie

• Partner closely with Product Specialists, Sales, Research, and other internal teams to support customer outcomes


• Share customer insights and market trends that improve the customer experience


• Contribute ideas, best practices, and success stories across the Customer Organization


• Support team initiatives and projects that drive operational excellence and customer impact

What Great Looks Like

• Strong onboarding and adoption across assigned accounts


• High levels of customer engagement and satisfaction


• Retention and active user growth within the portfolio


• Accurate identification and proactive mitigation of customer risks


• Meaningful contribution to successful renewals through customer intelligence and usage insights


• Increased customer advocacy and positive customer references


• Active participation in team initiatives, projects, and knowledge sharing

What Makes This Role Unique

• Partner directly with some of the world's leading financial institutions and advisory firms


• Support decision makers who influence billions of dollars in investment and capital allocation decisions


• Work with market-leading research, analytics, and data solutions covering energy, metals, mining, and the energy transition


• Collaborate across commercial, research, and product teams globally


• Build expertise at the intersection of financial markets, commodities, and energy intelligence

About You

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


• 3+ years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role


• Experience supporting financial services, professional services, consulting, research, data, or SaaS customers is preferred


• Experience managing a portfolio of B2B customer relationships

Industry Knowledge

• Interest in financial markets, investment research, commodities, energy, or related sectors


• Understanding of how financial institutions utilize research, data, and analytics to inform decision making


• Ability to connect customer objectives with Wood Mackenzie solutions

Skills

• Strong relationship-building and stakeholder management skills


• Excellent verbal and written communication abilities


• Analytical mindset with the ability to interpret customer usage data and identify trends


• Strong planning, organizational, and coordination skillsAbility to manage multiple priorities in a fast-paced environment


• Experience using CRM platforms such as Salesforce

Attributes

• Customer-centric and outcome-oriented


• Curious, proactive, and eager to learn
  
• Collaborative team player


• Adaptable and comfortable working through change


• Demonstrates empathy, professionalism, and a growth mindset

Working Style

• Based in New York City


• Hybrid working model


• Flexibility to collaborate across global teams and time zones


• Occasional travel for customer meetings, events, and internal collaboration

The salary range for this position is $90,000- $105,000, which represents base pay only and does not include short-term incentive compensation. When determining base pay, as part of a final compensation package, we consider several factors such as location, experience, qualifications, and training. This base salary maps to the New York City Location.

Equal Opportunities

We are an equal opportunities employer. This means we are committed to recruiting the best people regardless of their race, colour, religion, age, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability or protected veteran status. You can find out more about your rights under the law at www.eeoc.gov