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.
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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!
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