Customer Success Manager, Wealth and Asset Management

Role OverviewAs a Customer Success Manager (CSM) you connect clients to our products, providing mentorship throughout the customer's lifecycle and crafting conditions for optimal contract renewal and growth.This role is comprised of relationship management, client education, and workflow expertise. As a CSM you will serve as a trusted advisor to your customers, handling a portfolio of Asset and Wealth Managers that subscribe to LSEG solutions, passionate about turning market data into actionable insights.Develop as a subject matter authority across a selection of LSEG's products, specifically LSEG Workspace and LSEG Market Monitor, guiding clients to improve their subscriptions.You'll drive adoption of financial analytics and reporting tools that our clients have purchased for portfolio management and security valuations, risk management and regulatory reporting as well as historical and time series sensitivity analysis.Relationship ManagementMaintain the relationship with your portfolio of LSEG customers, from sale to onboarding and expansion.You will build relationships, proactively contact users and visit their sites in person, with a small amount of travel required (25%). You'll 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. You'll assess depth of product usage, frequency, and quality of interactions, and incorporate your understanding of your customer. You will build a strategy to mitigate any cancellation risk, partnering with different teams at LSEG and bringing customer intel back inclusive of the competitor market in your segment.Education & AdoptionDemonstrate and educate end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions.Drive organic expansion within your book of business, uncovering new opportunities by actively asking questions and proposing new products that can solve their needs.Internal PartnershipsPartner with Account Managers, Implementation Specialists, Product Managers and Customer Support, among other teams, to ensure you're addressing the customers' needs, acting as their voice at LSEG.Your SuccessCustomer engagementProduct AdoptionRevenue attrition and risk mitigation plans implementedContribution to sales and renewalsQualifications & Skills+3 years of relevant work experience in customer success, sales, consulting, or other customer facing roles.Proven expertise with at least some of the following: wealth management, portfolio analytics, valuation, financial modelling.Proficiency in Excel, Excel Add-Ins, and PowerPoint. Prior experience with Market Data applications preferred.Comfortable facilitating customer meetings and building relationships.Problem-solving and collaboration skills.Proactive and positive attitude.Strong attention to detail, taking full ownership and following through.Career StageSenior AssociateCompensation and BenefitsBase salary range: $97,500 – $162,500 (may vary by location). Eligible for a variable incentive compensation plan with target variable compensation commensurate with career stage. Benefits include annual wellness allowance, paid time-off, medical, dental, vision, flex spending & health savings accounts, prescription drug plan, 401(K) savings plan with company match, basic life insurance, disability benefits, emergency backup dependent care, adoption assistance and commuter assistance.Equal Opportunity EmployerWe are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.J-18808-Ljbffr