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Customer Success Manager

Come join the LSEG team!

Customer Success Managers (CSMs) connect our most strategic clients to LSEG’s portfolio of quant and feed solutions. This specialist plays a vital role in ensuring our customer’s unleash the full power of LSEG by discovering and implementing workflow solutions while continuously providing scalable yet adaptable guidance throughout the customer’s journey. In a role that is comprised of relationship management, education, data science and deep functional expertise, CSMs are responsible for successful adoption and expansion of our content within their assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM collaboratively designs and implements activities with end users and key business decision makers to assist in reducing competitive risk and identifying opportunities for expansion. By transforming our client’s business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth!

 

The Quant & Feeds business at Refinitiv combines our industry leading content (including our Datastream, Starmine, IBES Fundamentals, and ESG franchises) with our industry partners to bring to market an outstanding offering for the Quant community. LSEG offers customers unparalleled flexibility via our datafeed and cloud tools including Microsoft Azure and Quantitative Analytics Direct.

 

Role Overview

• Clearly define business outcomes and orchestrate a comprehensive success plan inclusive of customer objectives, partners, milestones, 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 create actionable insights and strategically pivot when necessary.

• Prompt LSEG 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, use all licenses and collaborate with other LSEG stakeholder teams to ensure retention and growth.

• Build, maintain and maximise positive relationships with business decision makers and users within each account to influence adoption.

 

How You'll be Successful

• Breadth & depth of customer relationships

• Critical issue and risk mitigation management

• Contributions to role and process improvement

• Lead generation

Proactive client engagements

• Portfolio churn

• Solution Adoption

 

Who You Are

• 2-5 years of commercial experience in B2B consultative selling or customer success preferably in a SaaS company.

• Ability to map a customer’s business process to product capability.

• Strong ability to collaborate with internal operational and account management teams.

• Executive engagement skills with an ability to establish trusted advisor relationships with business decision makers.

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

• Strong project management, technical and problem solving skills.

• Ability to travel onsite when required.

• Knowledge & experience in Quantitative Asset Management.

• Strong passion for the financial markets.

Knowledge of a programming language a plus

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
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$96300K
$160700K

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What You Should Know About Customer Success Manager, LSEG

Are you ready to make a significant impact in the world of finance? LSEG is on the lookout for a passionate Customer Success Manager to join our team right at our New York location in 28 Liberty Street! As a Customer Success Manager (CSM), you will play an essential role in helping our most strategic clients unlock the full potential of LSEG's innovative quant and feed solutions. This isn’t just a job; it’s an opportunity to connect with premier clients and guide them through their success journey, making sure they leverage our powerful offerings to achieve their business goals. You’ll engage directly with end-users and key decision-makers, helping them discover tailored solutions and paving the way for growth and retention. Your days will be filled with strategic discussions, hands-on education, and insightful data analysis as you monitor client progress and identify upsell opportunities. Plus, the breadth of your customer relationships will empower you to cultivate a proactive approach, influencing adoption and creating conditions for optimal outcomes. With 2-5 years of relevant experience, especially in SaaS, you bring not only your strong technical skills but also your passion for financial markets. Ready to join a dynamic team committed to transformative growth? Let’s harness the power of collaboration together at LSEG!

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

A Customer Success Manager at LSEG is responsible for establishing strong relationships with clients, ensuring the successful adoption of our quant and feed solutions. This includes developing comprehensive success plans, providing tailored education to clients, and monitoring usage data for actionable insights. Additionally, CSMs identify upsell or cross-sell opportunities, engage with key decision-makers, and collaborate with internal teams to enhance client experiences.

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

To succeed as a Customer Success Manager at LSEG, candidates should have 2-5 years of commercial experience in B2B consultative selling or customer success, preferably within a SaaS environment. Strong project management and problem-solving skills, along with an ability to build executive engagement relationships, are crucial. Familiarity with quantitative asset management and a passion for financial markets will set candidates apart.

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How does LSEG support the professional growth of Customer Success Managers?

LSEG is deeply committed to employee development, offering a range of training programs designed to equip Customer Success Managers with essential skills and expertise. Additionally, CSMs are encouraged to take part in various projects that enhance their capabilities and promote career advancement. The dynamic work environment fosters collaboration, allowing employees to share knowledge and learn from experienced colleagues.

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What tools and technologies are utilized by Customer Success Managers at LSEG?

Customer Success Managers at LSEG utilize a variety of tools to enhance client engagement and support. This includes Microsoft Azure for cloud solutions, advanced data analytics software to monitor client progress, and CRM systems for managing client relationships. Having the technical ability to leverage these tools will allow CSMs to deliver exceptional service to our clients.

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Can you explain the compensation structure for the Customer Success Manager position at LSEG?

The compensation for the Customer Success Manager at LSEG is competitive, with a base salary range of $96,300 - $160,700, dependent on factors such as experience and geographic location. In addition to base salary, the role is eligible for a Variable Incentive Compensation plan that aligns performance with financial incentives. Comprehensive benefits, including health plans and retirement savings options, are also part of the compensation package.

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Common Interview Questions for Customer Success Manager
How do you ensure successful customer onboarding as a Customer Success Manager?

To ensure successful onboarding, I prioritize clear communication with the client to understand their specific needs. I implement a detailed onboarding plan that includes scheduled training sessions, regular check-ins, and tailored resources to help clients start using our solutions effectively and derive immediate value from their investment.

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Can you describe a time you turned a dissatisfied customer into a satisfied one?

In a previous role, I encountered a situation where a client expressed frustration over a product issue. I took immediate action by directly communicating with them to understand their concerns, providing them with a step-by-step resolution process, and following up regularly until the issue was fully resolved. This personal attention not only rectified the issue but also strengthened our relationship, leading to additional business.

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What metrics do you monitor to assess customer success?

I focus on several key metrics such as customer satisfaction scores (CSAT), Net Promoter Score (NPS), product usage data, and renewal rates. These metrics help me gauge how clients are engaging with our products and whether we are meeting their expectations, allowing me to proactively address any concerns.

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How do you collaborate with other teams at LSEG to support customer needs?

Collaboration is vital at LSEG. I regularly communicate with sales and technical support teams to share customer feedback and insights. This ensures we can tailor our solutions effectively and address any challenges clients might be facing. Additionally, by collaborating on customer meetings and presentations, we maximize our impact and provide a well-rounded service.

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What strategies do you use to engage clients and foster strong relationships?

I employ a proactive engagement strategy that includes regular check-ins, personalized follow-ups, and timely sharing of relevant insights or updates. By being consistently available and demonstrating a genuine interest in their success, I build trust and rapport, which are crucial for long-term relationships.

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Describe a situation in which you had to manage competing priorities.

In a previous position, I managed multiple accounts simultaneously, each with its own unique challenges. To effectively handle this, I prioritized tasks based on urgency and importance, leveraging project management tools to organize my workload. I communicated with clients about timelines and adjusted expectations where necessary, which helped me manage competing priorities without compromising service quality.

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How do you handle customer feedback, especially if it's negative?

I view negative feedback as an invaluable opportunity for improvement. When I receive it, I listen carefully to the client's concerns, acknowledge their feelings, and reassure them that their feedback is taken seriously. After addressing their issues, I implement changes wherever feasible and follow up to ensure they feel valued and heard.

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What role does data play in your approach to customer success?

Data is foundational in my approach to customer success. I analyze usage statistics and conduct regular reviews to assess how clients interact with our solutions. This data-driven insight enables me to proactively identify potential risks, recommend enhancements, and ensure clients are maximizing their benefits, leading to better retention.

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Why do you want to work as a Customer Success Manager at LSEG?

I am excited about the opportunity to work at LSEG because of its commitment to innovation in the financial sector. My passion for technology and finance aligns well with LSEG's objectives. I believe my skills in relationship-building and strategic thinking would allow me to contribute significantly to ensuring clients meet their goals using LSEG's offerings.

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How do you stay informed about industry trends to support your clients effectively?

I dedicate time to follow industry news and participate in relevant webinars and conferences. Networking with other professionals and subscribing to financial publications are also essential practices. This continuous learning ensures I can provide informed insights to my clients, enhancing their experience and success.

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DATE POSTED
April 10, 2025

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