Customer Success Manager - wealth workflows

Customer Success Managers connect our most strategic Wealth Management clients to LSEG Workspace. This specialist plays a meaningful role in ensuring our customers extract the full power of LSEG by discovering and implementing workflow solutions while providing guidance throughout the customer’s journey. The role is responsible for successful adoption and expansion of the LSEG Workspace solution within their accounts.

Equal parts trusted adviser and roadmap architect, the CSM collaboratively engages with key business decision makers, assists in reducing competitive risk, and finds opportunities in their accounts. Through increasing customer satisfaction and adoption, create the conditions for optimal renewal and upsell growth potential.

Role Overview:

• Clearly define business outcomes and success plans to gain and track customer objectives, milestones, risks, and success metrics.
• Educate customers on how to use our Workspace solution, content, and technologies tailored to their use-case needs.
• Monitor usage, account health, and growth opportunities to create actionable insights and strategically pivot as necessary.
• Seek out organic business expansion opportunities (up-sell / cross-sell) in collaboration with business development partners.
• Ensure customers derive maximum from our services and solutions, using the full extent of their licenses/contracts.
• Build, maintain and use strong relationships with business decision makers and users within each account to capture customer intelligence and influence adoption.

What do you need to bring:

• Previous experience in customer relationship roles is preferred, engaging at multiple levels in an organization from c-level executives to direct end users.
• Extensive knowledge of the financial markets, specifically in the Wealth Management space.
• The ability and desire to connect and collaborate with people and build relationships.
• Strategic & scalable mindset when designing customer adoption strategies to maximize revenue impact.
• Interest in or experience with Artificial Intelligence and similar technologies.
• Fluent in English and German. Additional languages are a bonus.
• Ability to travel to customer sites in Germany on a weekly basis, and to Switzerland or Liechtenstein on a monthly or quarterly basis.

This role is for a 2-year temporary coverage for a maternity leave, with the possibility to extend based on performance and business need.

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.

LSEG offers a hybrid working environment. Enjoy 40% of the week in our in Frankfurt and the flexibility of remote working 60% of the week.

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.

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.