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Customer Success Manager, Trading

Role Overview:

As a Customer Success Manager (CSM) you connect clients to our products providing guidance throughout the customer’s journey and creating the conditions for optimal contract renewal and growth.

In a role that is comprised of relationship management, education and deep workflow expertise, the CSM is responsible for successful adoption, retention and expansion of our Trading solutions within their assigned portfolio of accounts. You will serve as a trusted advisor to customers across our Data & Analytics division, supporting large financial institutions to help unlock value and solve complex challenges.

What you'll do:

  • Develop as a subject matter expert across a selection of LSEG’s Data & Analytics Solutions including our flagship desktop LSEG Workspace and our FX Trade and Post-Trade product suite LSEG FX working at the intersection of technology and financial markets.

  • Relationship Management: Manage the relationship with a portfolio of LSEG customers for your specialism, from sale to onboarding and expansion. You will contact users via digital channels, phone and in person, build relationships, provide thought leadership and ultimately executive different strategies to drive adoption of our solutions.

  • Monitor customer health, to ensure retention of LSEG subscriptions, leveraging internal dashboards and your understanding of your customer business goals and any changes in their needs.

  • Client Education: Demonstrate and educate end-users on how to use our products, content, and technologies in a manner that is tailored to their specific workflow and use-case, both in person and remotely, in 1:1s and in groups.

  • Business Reviews: Co-create and review success/value plans with your key contacts at the client, sharing product roadmaps and ensuring our products align with their needs.

  • Drive organic expansion within your book of business. Uncover new opportunities by actively asking questions and proposing new products that can meet client needs, sharing and collaborating with Sales to upsell and cross-sell.

  • Partner with Account Managers, Implementation Specialists, Product and Customer Support, among other teams, to ensure we're addressing your customers’ needs, acting as their voice at LSEG.

  • Proactively identify risks and develop action plans to mitigate, bringing customer insight back and your understanding of the competitor market in your segment.

Your Success: A CSM will be measured on:

  • Breadth & depth of customer engagement

  • Product Adoption

  • Portfolio attrition and implementation of risk mitigation plans

  • Contribution to growth and renewals

  • Customer Satisfaction

Qualifications/Skills:

  • +3 years of relevant work experience in customer success, sales, consulting, or other customer facing roles.

  • Financial Services knowledge. Deep understanding of Foreign Exchange / Money Markets, structure of a Trading desk, venues and technologies used.

  • Genuine curiosity about emerging technologies and analytics. Interested in SaaS tools, APIs, Python a plus.

  • Ability to build rapport with a broad range of stakeholders: C-Suite, senior executives and end users (developers, traders, analysts, risk managers).

  • Ability to use data to make decisions, analyze trends, simplify complex problems. Strong problem solving skills.

  • Experience facilitating customer meetings and presenting to an audience in a concise, inspirational and convincing manner.

  • Proactive and positive attitude. You value quality and pay close attention to detail, taking full ownership and pride in your work with a high level of service, responsiveness, and follow-through.

What we offer:

  • Competitive salary package: base + quarterly bonus

  • 401(k) with matching contribution

  • Comprehensive medical, vision, and dental coverage

  • Flexible vacation and PTO policies

  • Hybrid environment with a mix of days in the office/visiting clients and home office

  • Learning and development opportunities for career growth, both from structured programs and from working with all type of colleagues in different regions.

  • Strong, fun culture of team collaboration, passionate about driving success for our clients together

  • A front seat into how technology powers financial markets in a role where you can customize your day-today

Compensation/Benefits Information:

LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $96,300 - $160,700.

Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.

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 purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We 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.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

Average salary estimate

$128500 / YEARLY (est.)
min
max
$96300K
$160700K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Success Manager, Trading, LSEG

At LSEG, we're on the lookout for a dynamic Customer Success Manager for Trading based in New York! In this pivotal role, you'll be the bridge between our innovative trading solutions and our valued clients, primarily focusing on large financial institutions. Your day-to-day will revolve around developing deep relationships, ensuring these clients get the most out of our Data & Analytics products like LSEG Workspace and LSEG FX. As a trusted advisor, you will guide our clients through their journey, making sure they adopt, retain, and even expand their use of our solutions. You'll monitor customer health closely to preemptively address any issues, and you'll hold engaging business reviews that align our offerings with their evolving needs. Furthermore, you’ll harness your expertise in financial services and trading markets, combined with a love for technology, to unlock new opportunities and drive customer satisfaction. If you’re passionate about helping clients succeed and can communicate effectively with a range of stakeholders, then LSEG is the perfect place for you. We provide a roadmap for your career growth and offer a supportive, fun culture where innovation thrives. Join us, and let’s drive the future of financial markets together!

Frequently Asked Questions (FAQs) for Customer Success Manager, Trading Role at LSEG
What are the main responsibilities of a Customer Success Manager at LSEG?

As a Customer Success Manager at LSEG, your primary responsibilities include building relationships with clients, ensuring successful product adoption, monitoring customer health to prevent attrition, and identifying opportunities for account growth. You will collaborate with various teams to provide tailored support and insights for your clients' unique needs, while also managing their experience from onboarding to renewal.

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What qualifications are required for the Customer Success Manager position at LSEG?

To thrive as a Customer Success Manager at LSEG, candidates should possess over three years of experience in customer-facing roles such as sales, consulting, or customer success. Additionally, a solid understanding of financial services, particularly Foreign Exchange and Trading desks, is essential. Familiarity with SaaS tools, data analytics, and strong interpersonal skills to build rapport with clients are preferable.

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How does LSEG support Customer Success Managers in their roles?

LSEG supports Customer Success Managers through comprehensive training on its Data & Analytics products, collaborative teamwork across departments, and a culture that emphasizes continuous learning. You'll also have access to a variety of resources and strategies aimed at enhancing client relationships and driving satisfaction, along with regular feedback and performance reviews to support your growth.

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What is the work environment like for LSEG's Customer Success Managers?

The work environment for Customer Success Managers at LSEG is hybrid, combining in-office days with remote work. This approach provides flexibility while facilitating strong collaborations with clients and internal teams. LSEG fosters a dynamic and inclusive cultural atmosphere that encourages innovation, professional development, and active engagement in shaping client success.

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What kind of growth opportunities are available for Customer Success Managers at LSEG?

Customer Success Managers at LSEG enjoy various opportunities for career advancement, thanks to the company’s commitment to professional development. With structured programs and the chance to work alongside seasoned colleagues across diverse regions, you can expect to enhance your skill set, take on more significant challenges, and potentially transition into higher-level roles as you grow within the organization.

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Common Interview Questions for Customer Success Manager, Trading
Can you describe your experience with relationship management in customer success?

When answering this question, be specific about your previous roles, highlighting instances where you've built lasting relationships with clients. Discuss your strategies for maintaining client engagement and how you measured success in those relationships.

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How do you approach client onboarding and training?

Explain your methodology for onboarding clients effectively, which may include tailored training sessions and hands-on demonstrations. Emphasize the importance of adapting your approach to meet each client's unique needs and promoting product adoption.

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How do you monitor and assess customer health?

Discuss the tools and metrics you utilize to track customer engagement and satisfaction. Provide examples of how you've proactively identified and addressed potential issues, showing your commitment to customer success at LSEG.

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What strategies would you implement to drive adoption of LSEG products?

Outline actionable strategies, such as personalized follow-ups, customized training sessions, or regular check-ins. Highlight how understanding client needs allows for tailored recommendations that resonate and enhance product usage.

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How do you handle a situation where a client is dissatisfied?

Emphasize the importance of active listening and understanding the root cause of the dissatisfaction. Share examples of how you've successfully turned around a situation by addressing client concerns and offering solutions.

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Can you provide an example of how you've upsold or cross-sold to a client?

Share a specific scenario where you identified an additional need within a client and successfully proposed enhancements or new products that paved the way for growth in their portfolio.

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Describe a time when you had to collaborate with cross-functional teams.

Highlight your teamwork orientation and illustrate with an example of a successful collaboration with teams such as sales, support, or product management to deliver exceptional service to clients.

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What tools and technologies are you familiar with that could apply to this role?

Discuss the CRM systems and analytical tools you’ve used in the past, as well as any relevant experience with SaaS platforms. This highlights your readiness to leverage technology effectively within the CSM role at LSEG.

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What impact do you believe a Customer Success Manager can have on a client's business?

Articulate the value of a CSM in positioning themselves as a trusted advisor, thereby enabling clients to maximize the value they derive from products. Discuss the long-term benefits that resonate with retention and customer loyalty.

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How do you keep yourself updated on industry trends and emerging technologies?

Share the resources you utilize, including workshops, webinars, and industry publications that help you stay informed. Show how your curiosity aligns with LSEG’s culture of innovation and excellence.

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Full-time, hybrid
DATE POSTED
April 10, 2025

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