Customer Success Manager for Digital Wealth Solutions

9 Minutes ago • All levels • Customer Service

Job Summary

Job Description

CSMs are trusted advisors combining relationship management, education, and functional expertise to drive adoption, retention, and growth. Data and Feed CSMs focus on LSEG Data Platform adoption and expansion, engaging stakeholders, reducing risk, and identifying opportunities. They collaborate with internal teams to ensure successful renewals, define business outcomes, educate customers on platform usage, monitor account health, and build positive relationships with decision-makers and users.
Must have:
  • Experience in the financial services industry
  • Ability to map a customer’s business needs to product solutions
  • Confidence engaging with diverse roles from developers to C-level executives
  • Experience facilitating customer meetings concisely and convincingly
  • Ability to establish trusted relationships and learn new skills
  • Ability to travel onsite when required
  • Solid project management, technical, and problem-solving skills
  • Technical skills in cloud technologies, APIs, and networks
  • Experience with CRM and/or Customer Success/Dashboard platforms (Salesforce, Gainsight, Tableau)
Perks:
  • Healthcare
  • Retirement planning
  • Paid volunteering days
  • Wellbeing initiatives

Job Details

Role summary

CSMs are trusted advisors to their client base and combine relationship management, education, and functional expertise to drive adoption, retention, and growth within assigned account portfolio.

Data and Feed CSMs are responsible for successful adoption and expansion of the LSEG Data Platform (including Real-Time and DataScope feeds) within their accounts.

Equal parts trusted adviser and roadmap architect, the Data and Feed CSMs engages with key stakeholders, assist in reducing competitive risk and find opportunities in their accounts. Through growing customer satisfaction and adoption, create the conditions for successful renewals and upsell growth potential.

To achieve this, Customer Success Managers at LSEG collaborate with internal teams & roles (Account Managers, Sales Specialists, Customer Support of various levels, data teams, administrative functions, Product & Programme management, Developer Advocates, Solutions Consultants & fellow CSMs).

What you'll be doing:

  • Drive successful renewals.
  • Define business outcomes and success plans to gain and supervise customer objectives, achievements, risks, and success metrics.
  • Educate customers on how to use our enterprise platforms, content, and technologies tailored to use-case needs.
  • Monitor usage, account health, and growth opportunities to create practical insights and strategically pivot.
  • Build, maintain and bring to bear positive relationships with business decision makers and users to gain customer intelligence and influence adoption.

What you'll bring to the role:

  • Experience in the financial services industry, with a good understanding of regional financial market trends.
  • Ability to map a customer’s business needs to product solutions.
  • Confidence engaging with a broad variety of roles from developers, application owners, data scientists, data architects, data engineers, market data, to c-level executives.
  • Experience facilitating customer meetings and addressing an audience in a concise, inspirational, and convincing manner.
  • Ability to establish trusted relationships ans natural curiosity to seek out information to learn new skills across business and technology subject areas. Ability to travel onsite when required.
  • Solid project management, technical and problem-solving skills.
  • Technical skills in the areas: cloud technologies, APIs, networks.
  • CRM and/or Customer Success/Dashboard platforms experience (Salesforce, Gainsight, Tableau…).

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

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.

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.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

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

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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About The Company

LSEG (London Stock Exchange Group) isa leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential.

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