Customer Success Manager, Wealth and Asset Management

LSEG•New York, NY

6d•$97,500 - $162,500•Hybrid

About The Position

As a Customer Success Manager (CSM), you will connect clients to our products, providing mentorship throughout the customer’s lifecycle and crafting conditions for optimal contract renewal and growth. This role is comprised of relationship management, client education, and workflow expertise. As a CSM, you will serve as a trusted advisor to your customers, handling a portfolio of Asset and Wealth Managers that subscribe to LSEG solutions, passionate about turning market data into actionable insights. Develop as a subject matter authority across a selection of LSEG’s products, specifically LSEG Workspace and LSEG Market Monitor, guiding clients to improve their subscriptions. You’ll drive adoption of financial analytics and reporting tools that our clients have purchased for portfolio management and security valuations, risk management and regulatory reporting as well as historical and time series sensitivity analysis.

Requirements

+3 years of relevant work experience in customer success, sales, consulting, or other customer facing roles.
Proven expertise with at least some of the following: wealth management, portfolio analytics, valuation, financial modelling.
Proficiency in Excel, Excel Add-Ins, and PowerPoint.
Comfortable facilitating customer meetings and building relationships.
Problem-solving and collaboration skills.
Proactive and positive attitude.
Value quality and pay close attention to detail, taking full ownership and following-through.

Nice To Haves

Prior experience with Market Data applications preferred.

Responsibilities

Maintain the relationship with your portfolio of LSEG customers, from sale to onboarding and expansion.
Build relationships, proactively contact users and visit their sites in person, with a small amount of travel required (25%).
Interact with a broad range of partners at financial institutions: C-Suite, heads of desks and end users (portfolio and fund managers, wealth managers, sales, traders).
Monitor customer health and proactively identify risks.
Assess depth of product usage, frequency, and quality of interactions, and incorporate your understanding of your customer.
Build a strategy to mitigate any cancellation risk, partnering with different teams at LSEG and bringing customer intel back inclusive of the competitor market in your segment.
Demonstrate and educate end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions.
Drive organic expansion within your book of business, uncovering new opportunities by actively asking questions and proposing new products that can solve their needs.
Partner with Account Managers, Implementation Specialists, Product Managers and Customer Support, among other teams, to ensure you’re addressing the customers’ needs, acting as their voice at LSEG.