Customer Success Consultant
About The Position
Customer Success Consultant – LSEG The Customer Success Consultant Role empowers clients to unlock measurable outcomes through LSEG’s industry-leading workflow tools, including financial desktop applications and APIs, ensuring adoption, retention, and growth of LSEG’s business. The CSC role will also include special projects such as driving competitive displacements and aligning with product teams on future development of LSEG solutions. Each consultant supports pre-sales and post-sales initiatives through direct partnership with Proposition Sales as well as Customer Success Managers. The team works across capital markets, wealth, and advisory clients to ensure they derive the maximum value from LSEG solutions.
Requirements
- Bachelor’s Degree or equivalent experience in relevant subjects (Business or Finance)
- Experience with constructing Excel models (including financial modelling, analytical reasoning, and problem‑solving abilities)
- Strong customer relationship and consultative focus for both internal and external customers, with a track record of acting as a proactive and trusted advisor
- 2+ years Investment Banking, Trading, or Investment Management Industry knowledge; specific experience in trading, portfolio management, equity research or investment banking
- Excellent face-to-face presentation, written communication, and interpersonal skills
- Ability to work well within and influence team
- Great teammate with the ability to drive business operational improvement and focus on sustainability
- Intermediate skills with Excel modelling and data skills, gained from work within the financial services industry
Nice To Haves
- Completion of CFA Charter preferred / (Sitting for the exam is strongly encouraged)
- Preference for post-graduate qualifications and/or professional certifications (CFA,CAIA, CPA) are considered a plus
- Portfolio management or banking experience using LSEG and/or competitor products or other relevant work experience is a plus
Responsibilities
- Provide high quality, consistent, end-to-end customer experience in the use and interpretation of our products and data to maximize revenue growth, strengthen strategic client relationships, and improve customer experience.
- Activities include product demonstrations and customer education conducted both on-site and remotely
- Construction of detailed spreadsheets and Excel models that support client research and analysis activities
- Ensure a high level of customer satisfaction, with a focus on delivering outcomes and impact
- Consistently upgrade knowledge base and product expertise to improve overall client experience for demos, education, and support
- Partnership with sales on new business including driving displacement efforts
- Liaise with and maintain consistent dialogue with Account and Sales teams to ensure a coordinated approach to valuable support services, with a particular emphasis on global investment banks and investment management firms
- Consolidate customer feedback on data and products to Business and Product owners to influence product evolution toward best meeting client needs
- Working with technical teams to test and validate product installations
- Coordinate with the other Consultants and internal teams to maintain a global structure during large scale projects.
Benefits
- Annual Wellness Allowance
- Paid time-off
- Medical, Dental, Vision, Flex Spending & Health Savings Options
- Prescription Drug plan
- 401(K) Savings Plan and Company match
- basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
