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Kpler · 3 hours ago

Senior Customer Success Manager (Financials)

New York, United States

Full-time

Onsite

Mid, Senior Level

$110K/yr - $130K/yr

5+ years exp

Kpler is dedicated to helping clients navigate complex markets by simplifying global trade information. The Senior Customer Success Manager will engage with financial customers, ensuring they achieve their goals through a deep understanding of Kpler's offerings and by providing tailored support and guidance.

AnalyticsBig DataFinanceImage RecognitionInformation TechnologyOil and GasPredictive AnalyticsSoftware

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

Qualification

Customer Success ManagementFinancial Client ManagementPythonData AnalysisAutonomous WorkProcess ImprovementCommunicationProblem SolvingTeam PlayerAttention to Detail