Lead Specialist, Customer Success - Energy Trading at Wood Mackenzie | GB | Rezi

Lead Specialist, Customer Success - Energy Trading at Wood Mackenzie

Lead Specialist, Customer Success - Energy Trading

Wood Mackenzie · GB

1 weeks ago

Lead Specialist, Customer Success - Energy Trading

Wood Mackenzie · GB

11 days ago
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About the Role

Serve as the primary advocate and strategist for clients in the trading arena, particularly those focused on short-term, real-time markets. Partner with cross-functional teams to help energy traders, risk managers, and analysts unlock value from our tools and data. Lead QBRs, success planning, playbook execution and development, training sessions, and coordinate presentations to ensure clients see immediate, impactful results.

Responsibilities

  • Build and nurture strategic relationships with short-term, real-time focused clients.
  • Plan and execute Quarterly Business Reviews (QBRs) and develop customer success plans, emphasizing actionable outcomes and ROI.
  • Create and maintain customer playbooks tailored to real-time trading workflows and responsive data needs.
  • Facilitate client onboarding and live training sessions to ensure users integrate our insights into their workflows.
  • Serve as the voice of the customer, driving cross-functional alignment to resolve issues and capture opportunities.
  • Proactively monitor customer health metrics, usage data, and feature engagement; escalate and mitigate risks to prevent churn.
  • Identify expansion opportunities through deep understanding of clients’ evolving workflows and technology needs.
  • Act as an internal educator, sharing client challenges and feature requests with the broader team to inform product development.

Requirements

  • Deep experience engaging with the trading community, especially within oil, gas, and power markets.
  • Strong knowledge of real-time and short-term energy markets, data use cases, and volatility drivers.
  • Comfortable explaining technical concepts and tools to both technical and business stakeholders.
  • Proven track record with QBRs, success planning, and developing scalable playbooks for complex customer profiles.
  • Highly proactive, with a “self-starter” mindset—capable of working independently, managing priorities, and driving outcomes.
  • Skilled at problem-solving, with the ability to navigate fast-paced, high-stakes customer environments.
  • Exceptional relationship-building skills—able to connect with traders, analysts, and power market stakeholders.
  • Effective communicator, both oral and written; skilled at translating data/technical offerings into business value.
  • Empathetic, patient, and responsive—especially under pressure, adapting to client urgency and real-time demands.
  • Experience working in matrixed environments and have evidence of flourishing in collaborative settings alongside sales, product/research, product specialists, and support.
  • Able to balance SLA-driven expectations and short-response timelines with strategic, long-term engagement.

Skills

  • APIs
  • Data feeds
  • Analytics platforms
  • Customer success planning
  • Playbook development
  • Problem-solving
  • Relationship building
  • Communication
  • Cross-functional collaboration

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • Mid-level

About the Company

  • 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.
  • We have redefined what’s possible with Intelligence Connected by fusing our unparalleled proprietary data with the sharpest analytical minds, all supercharged by Synoptic AI, to 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.
  • We empower our customers to identify risk sooner, spot opportunities faster and recalibrate strategy with confidence.
  • Join an industry-leading team delivering insights that shape global energy markets.
  • Advance your career in a fast-evolving, impactful space—helping clients solve real-time market challenges.
  • Be part of a supportive culture that values autonomy, collaboration, and innovation.

Equal Opportunity

  • We are an equal opportunities employer. This means we are committed to recruiting the best people regardless of their race, colour, religion, age, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability or protected veteran status. You can find out more about your rights under the law at www.eeoc.gov