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Lead Specialist – Customer Success

June 16, 2025June 16, 2025

Lead Specialist – Customer Success

CompanyWood Mackenzie
LocationHouston, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior, Expert or higher

Requirements

  • Significant experience in a customer-facing role, preferably with senior executives at Fortune 1000 companies
  • Working knowledge of the Power and Renewable sector is highly preferred
  • Proven experience using customer health metrics to drive successful outcomes
  • Excellent communication and interpersonal skills, with the ability to influence and empathize
  • Strong presentation skills and experience delivering insights through QBRs or similar forums
  • High attention to detail and exceptional organizational skills
  • A curious, collaborative mindset and a drive for continuous learning
  • Ability to anticipate customer needs, solve problems proactively, and manage multiple priorities
  • Proficiency with Microsoft Office Suite

Responsibilities

  • Build and maintain strong relationships with assigned customer accounts, providing consistent, proactive support.
  • Collaborate with customers to ensure they realize the full value of their subscriptions, aligning product usage with business goals.
  • Lead effective onboarding experiences, ensuring customers are trained, supported, and equipped with the right tools for success.
  • Partner with internal teams to encourage early adoption and maximize product engagement.
  • Track customer health metrics, identifying risks early and implementing strategies for mitigation.
  • Serve as the voice of the customer, gathering feedback and sharing insights internally to drive continuous improvement.
  • Conduct Quarterly Business Reviews (QBRs), presenting data-driven insights to measure progress and influence future direction.
  • Work closely with Account Managers to identify growth opportunities, support renewals, and expand service adoption.
  • Identify opportunities to refine customer success processes and share best practices across the team.
  • Contribute to a customer-first culture by mentoring others and championing success-driven strategies.

Preferred Qualifications

  • Experience with Salesforce and customer success platforms such as Gainsight is preferred
  • Cultural awareness and appreciation for diverse teams and global business environments
  • Additional language skills are a plus


TaggedCustomer SuccessExpert or higherFinance & Operations & StrategySales & Account ManagementSeniorWood Mackenzie

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