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Customer Success Manager – Financial Services

Why YOU want this position

Enverus is the leading energy SaaS company delivering highly technical insights and predictive/prescriptive analytics that empower customers to make decisions that increase profit. Enverus’ innovative technologies drive production and investment strategies, enable best practices for energy and commodity trading and risk management, and reduce costs through automated processes across critical business functions. Enverus is a strategic partner to more than 6,000 customers in 50 countries.

The Customer Success Manager will serve as a dedicated advocate for our Financial Services clients throughout the entire customer lifecycle, focusing on enhancing customer engagement, adoption, and awareness of our comprehensive solution portfolio. This pivotal role is instrumental in driving customer retention and elevating our Net Promoter Score to world-class standards. By leveraging advanced technological solutions, the Customer Success Manager will ensure that Account Managers concentrate their efforts on high-impact activities that maximize the value proposition of our offerings. This strategic approach will not only optimize customer satisfaction but also contribute significantly to the company's long-term growth and success.

Role Overview

The CSM will be a catalyst for Enverus' success by ensuring customer health, driving adoption, and maximizing value realization. This role requires a blend of strategic thinking, relationship building, and analytical skills to deliver measurable Gross Retention results.

Key Responsibilities:

• Develop and maintain strong relationships with key stakeholders across customer organizations and internal teams

• Manage and execute Customer Success programs to improve key metrics.

• Communicate customer needs and value requirements to leadership for current and future offerings.

• Proactively identify and address customer challenges, escalating issues when necessary

• Drive product adoption and usage through tailored strategies and value-added consultations

• Collaborate with sales teams to identify upsell and cross-sell opportunities

• Provide regular forecasts of account portfolio to sales leadership.

  Qualifications

• 5+ years of experience in customer-facing technical roles, preferably in SaaS or energy industry

• Bachelor's degree required; Master's degree in a business-related field beneficial

• Proven track record of managing complex client relationships and delivering results

• Strong project management and change management skills

• Excellent communication and presentation abilities

• Analytical mindset with the ability to translate data into actionable strategies

  Ideal Candidate

  We're looking for a goal-driven professional who can thrive in a fast-paced environment.

  The ideal candidate will demonstrate:

• A customer-first mindset with a passion for solving complex problems

• Curiosity to understand the customer business problems and align with your Account Manager to explore potential growth opportunities

• Strong collaboration skills to keep the pursuit team and organization aware of opportunities and challenges within an account

• The ability to influence and negotiate at all levels of an organization

• Adaptability and calm under pressure

Enverus is proud to be an Equal Employment Opportunity and Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran, or any other characteristic protected by law.

The Company provides equal employment and affirmative action opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability