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.
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Intelligence Connected
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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.
In this role, 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 industry-leading research, data, and analytics to make informed investment, strategy, and risk management decisions.
This is an exciting opportunity for a customer-focused professional who thrives in a fast-paced environment, enjoys building relationships, and is passionate about helping customers achieve measurable outcomes.
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
As a Customer Success professional, you will partner with customers throughout their journey with Wood Mackenzie, ensuring they gain maximum value from our research, data, and analytical products.
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…