Customer Success Manager, Quant

LSEG•New York, NY
•$97,500 - $162,500

About The Position

The Customer Success Manager (CSM) connects strategic clients with LSEG’s quantitative and data-feed solutions. The role combines relationship management, customer education, data science, and functional expertise to drive successful adoption and expansion of LSEG content within assigned accounts. Acting as a trusted advisor and roadmap architect, the CSM works with end users and business decision makers to design and implement activities that support client objectives, reduce competitive risk, and identify opportunities for expansion. The CSM develops customer success plans, demonstrates tailored content and technology, monitors usage and account health, and collaborates with internal teams to support retention and growth. The Quant & Feeds business combines LSEG content—including Datastream, StarMine, IBES Fundamentals, and ESG—with industry partners and data-feed and cloud tools, including Microsoft Azure and Quantitative Analytics Direct.

Requirements

  • 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 processes to product capabilities.
  • Ability to collaborate with internal operational and account management teams.
  • Executive engagement skills and ability to establish trusted-advisor relationships with business decision makers.
  • Experience facilitating customer meetings and presenting concisely, inspirationally, and convincingly.
  • Strong project management, technical, and problem-solving skills.
  • Ability to travel onsite when required.
  • Knowledge and experience in Quantitative Asset Management.
  • Strong interest in financial markets.

Nice To Haves

  • Knowledge of a programming language.

Responsibilities

  • Define desired business outcomes and coordinate comprehensive customer success plans covering objectives, partners, milestones, risks, and success metrics.
  • Demonstrate and educate customers about content and technology tailored to their use cases.
  • Monitor usage data, health indicators, and growth opportunities, turning findings into actionable insights and adjusting plans when needed.
  • Alert business development partners to upsell and cross-sell opportunities generated through adoption engagements.
  • Help customers maximize the value of their investment, use all licenses, and collaborate with LSEG teams to support retention and growth.
  • Build and maintain positive relationships with business decision makers and users to influence adoption.
  • Facilitate proactive client engagements and contribute to critical issue and risk mitigation, lead generation, and role and process improvement.

Benefits

  • Variable Incentive Compensation plan
  • Annual Wellness Allowance
  • Paid time off
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Flexible Spending and 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
  • Paid volunteering days
  • Wellbeing initiatives
  • Healthcare and retirement planning support
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