Overview
Role Overview: As a Customer Success Manager (CSM) you connect clients to our solution offering by providing value driven strategies throughout the customer’s lifecycle and crafting conditions for optimal contract renewal and growth. This role comprises relationship management, stakeholders’ management, customer value plan, execution and reviews, client advisory, and financial markets workflow expertise. You will serve as a trusted advisor to your customers, handling a portfolio of Asset Managers, Research and Wealth/Financial Analysis that subscribe to LSEG solutions.
What you'll do
* Develop as a subject matter authority across a selection of LSEG’s products, specifically LSEG Workspace, guiding clients to improve their realised value from subscriptions. Drive adoption of financial analytics and tools that our clients have purchased for portfolio management, security valuations, risk management and regulatory reporting.
* Relationship Management: Maintain the relationship with your portfolio of LSEG customers, from sale to onboarding and expansion. Build relationships, proactively contact end-users and visit sites. Interact with a broad range of partners at financial institutions: C-Suite, heads of desks and end users (portfolio and fund managers, wealth managers, sales, traders).
* Monitor customer health and proactively identify risks. Assess depth of product usage, frequency, and quality of interactions, and incorporate understanding of the customer. Develop strategies to mitigate cancellation risk, partnering with different teams and providing customer insights including competitor market information.
* Value: Demonstrate products and work with end-users on how to use solutions and models tailored to their workflow and use-case, promote new features, and review product roadmaps to incorporate feedback into investment decisions.
* Drive organic expansion within your book of business by uncovering new opportunities and proposing products that address customer needs.
* Voice of the Customer: Partner with Account Managers, Implementation Specialists, Product Managers and Customer Support to ensure customer needs are addressed and represented within LSEG.
Your Success
* Customer adoption: productive engagement, high-value initiatives, and active usage of Workspace
* Sales leads
* Customer health assessments, Voice of the Customer, revenue attrition and risk mitigation
* Contribution to LSEG Academy, digital engagement channels and customer self-learning
* Strategic initiatives: contribute to content and product enhancements, CX and competitive displacement
Qualifications/Skills
* 3+ years of experience in portfolio management, portfolio analysis, or portfolio research workflows in financial markets. Proven front-office relationship management expertise.
* Proficiency in MS Outlook, Teams, Excel and PowerPoint. Prior experience and interest in Power BI and Python preferred.
* Strong problem-solving skills and proactive collaboration in matrix organisations.
* Proficient in French and English, with German as a plus.
This role provides hybrid working with 3 days in the office or at client sites, and 2 days from home.
Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our values are Integrity, Partnership, Excellence and Change. They underpin our purpose and guide our decision making and everyday actions.
Working with us means you will be part of a dynamic organisation of 25,000 people across 65 countries. We value individuality and aim to create an inclusive environment where you can bring your true self to work.
We are proud to be an equal opportunities employer. We do not discriminate on race, religion, colour, national origin, gender, sexual orientation, gender identity, age, marital status, veteran status, pregnancy or disability, or any other basis protected by law. We can reasonably accommodate applicants’ and employees’ religious practices, beliefs, and health needs where applicable.
You will be part of a collaborative and creative culture that encourages new ideas. We are committed to sustainability across our global business and to helping customers meet sustainability objectives. Our charity, the LSEG Foundation, provides charitable grants to community groups that help people access economic opportunities. Colleagues can get involved through fundraising and volunteering.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. Please read our privacy notice to understand what personal information we may hold about you and how it is used during the recruitment process.
If you are submitting as a Recruitment Agency Partner, please ensure that candidates applying to LSEG are aware of this privacy notice.
#J-18808-Ljbffr