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Customer Success Manager Investment Banking
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- Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv’s portfolio of software & desktop solutions!
- This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance.
- The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of Investment Banking (Capital Markets, Advisory & Sell Side Research, etc.)
- By redesigning our client’s business through user adoption of our suite of solutions, the CSM crafts the conditions for optimal renewal and upsell growth.
- Prompt Refinitiv business development partners (Solution sales, proposition sales, solution consultant) when new business opportunities (upsell or cross-sell) are generated through adoption engagements.
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