Senior Customer Success Manager (Financials)

Kpler

$102K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience as a customer success manager in energy or commodities sectors.
  • Comfortable with data management and its significance.
  • Ideally experienced in programming languages such as Python or R.
  • Strong client-focused communication skills with adaptability to customer needs.
  • Self-disciplined and capable of working autonomously in a fast-paced setting.
  • Attention to detail with strong critical thinking and problem-solving abilities.

Responsibilities

  • Maintain strong engagement with clients as their primary contact.
  • Coach clients on Kpler solutions like the terminal and APIs.
  • Identify upsell and cross-sell opportunities for the commercial team.
  • Align client goals with Kpler’s offerings proactively.
  • Improve Customer Success processes, including FAQs and internal tools.
  • Keep client documentation and Salesforce records up to date.
  • Engage with clients daily across various communication channels.

Benefits

  • Target bonus opportunity of up to 20% based on individual performance.
Full Job Description
What you'll do:

You will help our financial customers achieve their goals, and this is only possible by understanding the users' needs and by having an outstanding knowledge of the Kpler offering. Every day is different for a Kplerian CSM!

Responsibilities

  • 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.


Skills and Experience

  • 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.


$102,500 - $120,600 a year

Target bonus opportunity: up to 20% of base salary, based on individual performance.

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