Senior Customer Success Manager - Energy & Commodities Data
We're supporting a rapidly expanding global analytics firm that equips financial institutions with high‑value insights into commodity flows, energy markets, and maritime activity. The organization has built a strong reputation for transforming complex, real‑world data into intuitive tools used by traders, analysts, risk teams, and investment professionals around the world. With hundreds of employees across multiple continents, the company continues to scale aggressively and remains focused on innovation, technical excellence, and customer partnership.
This position is ideal for someone who loves working directly with sophisticated financial clients and wants to help them unlock the full potential of a market‑data platform. You'll act as a trusted advisor, help users integrate data into their workflows, and ensure they see measurable value from day one through long‑term adoption.
Responsibilities
- Serving as the primary relationship manager for a portfolio of financial‑sector accounts, ensuring clients are fully supported and consistently engaged
- Guiding users through onboarding and helping them build efficient workflows using the platform's desktop interface, Excel tools, APIs, and custom integrations
- Running training sessions, answering product‑related questions, and helping clients stay up to speed on new features and capabilities
- Working closely with Sales to identify where additional products or data sets could benefit the client
- Collaborating with internal Product and Engineering teams to relay customer needs, flag issues, and advocate for enhancements
- Tracking engagement levels, documenting activity, and keeping account information current in Salesforce
- Acting as a problem‑solver for a wide range of day‑to‑day client inquiries, ensuring users can seamlessly incorporate the product into their operations
This is a hands‑on role where no two days look the same - you might be walking a research analyst through a workflow in the morning, coordinating with Product on a client request mid‑day, and advising a portfolio manager on how to get more out of the data in the afternoon.
Required Experience
- At least 5 years of customer‑facing experience, ideally supporting financial‑market clients or working with data‑centric products
- A comfort level with data manipulation and technical workflows; exposure to Python or R is a benefit but not required
- Excellent communication skills and the ability to break down complex concepts for users with varying degrees of technical knowledge
- A proactive, organized mindset - you're the type who sees an issue before it becomes a problem
- Strong ability to multitask, manage competing priorities, and stay composed in a fast‑moving environment
- A genuine interest in energy and commodity markets, and curiosity about how financial institutions use real‑time information to drive decisions
- A team‑oriented approach, with the willingness to collaborate internally to improve processes, documentation, and client outcomes
Why This Role Is Compelling
- Work directly with high‑profile financial clients who rely on data to make time‑sensitive decisions
- Meaningful ownership over your accounts and the freedom to build long‑term strategic relationships
- Hybrid structure based in New York City
- Competitive compensation and growth potential within a global organization
- A culture that emphasizes collaboration, transparency, and continuous learning
- The chance to influence product direction and help shape how customers use data at scale
If you have read through the above and believe your skills match what's outlined, please apply here directly for consideration!
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