Job details

Customer Success Manager Investment Banking

Job Description

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.) accounts. In a role that is comprised of relationship management, education and deep functional expertise, CSMs will manage successful adoption and expansion of our services within assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in accounts. 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.

Role Responsibilities:

Clearly define business outcomes and craft a comprehensive success plan to include customer objectives, partners, achievements, risks and metrics needed to achieve them.
Demonstrate and educate new customers on content and technology in a manner that is tailored to their specific use-case.
Monitor usage data, health gauges and growth opportunities in order to build relevant insights and strategically pivot when necessary.
Prompt Refinitiv business development partners (Solution sales, proposition sales, solution consultant) when new business opportunities (upsell or cross-sell) are generated through adoption engagements.
Ensure customers derive maximum value from their investment, utilize all licenses and collaborate with other Refinitiv partner teams to ensure retention and growth.
Build, maintain and demonstrate positive relationships with business decision makers and users within each account to influence adoption

Your Success: A CSMs success will be measured by:

Breadth & depth of customer relationships
Issue and risk mitigation management
Contributions to role and process improvement
Portfolio attrition
Adoption

What You Bring:

3 + years of commercial experience in B2B consultative selling, or Account Mgnt preferably in a SaaS company.
Must have experience in the Investment Banking space.
Ability to map a customer’s business process to product capability.
Strong ability to collaborate with internal operational and account management teams.
Experience facilitating customer meetings and addressing an audience in a concise, inspirational and convincing manner.
Strong project management, technical and problem-solving skills.
Self Starter
Desire to learn

Ability to travel onsite when required.

BA/BS degree.

Compensation/Benefits Information (for all California based roles):

LSEG is committed to offering competitive Compensation and benefits. The anticipated base salary for this position is $71,600 - $133,000.

Please be aware base salary ranges may vary by geographic location, including city and state. In addition to our offered base salary, this role is eligible for our variable incentive compensation plan. Individual salary will be reflective of job related knowledge, skills and commensurate experience. All roles are typically eligible for inclusion in our LSEG benefits program, more information & details will be provided at time of offer.

At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise of creating essential partnerships and open opportunities. Our open culture is central to how we deliver our purpose – driving financial stability, empowering economies and enabling customers to create sustainable growth – in everything we do.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 70 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 any mental health or physical disability needs.

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By LSEG (London Stock Exchange Group)

LSEG LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a commitment to excellence in delivering the services our customers expect f...

FUNDING

INDUSTRY

TEAM SIZE

LOCATION

Hybrid, based in London, United Kingdom

DATE POSTED

July 22, 2023