London Stock Exchange - New York, NY

posted 3 months ago

Part-time - Mid Level
New York, NY
10,001+ employees
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

Customer Success Managers (CSMs) at the London Stock Exchange Group (LSEG) play a pivotal role in connecting our most strategic clients to our portfolio of software and desktop solutions. This position is essential for ensuring that customers fully leverage the capabilities of LSEG by implementing tailored workflow solutions while providing scalable and adaptable guidance. The CSM will manage a portfolio of accounts within the Investment Banking sector, which includes Capital Markets, Advisory, and Sell Side Research. This role encompasses relationship management, education, and deep functional expertise, focusing on the successful adoption and expansion of our services within assigned accounts. As a trusted advisor and roadmap architect, the CSM will design and implement activities with key decision-makers, assist in mitigating competitive risks, and identify growth opportunities within accounts. By facilitating user adoption of our suite of solutions, the CSM will create optimal conditions for renewal and upsell growth. The success of a CSM will be measured by the breadth and depth of customer relationships, effective issue and risk management, contributions to role and process improvement, portfolio attrition, and overall adoption rates of our services. In this role, the CSM will clearly define business outcomes and create comprehensive success plans that include customer objectives, partners, achievements, risks, and metrics necessary for success. They will demonstrate and educate new customers on our content and technology, ensuring that the information is tailored to their specific use cases. Monitoring usage data, health gauges, and growth opportunities will be crucial for building relevant insights and strategically pivoting when necessary. The CSM will also collaborate with Refinitiv business development partners to identify new business opportunities generated through adoption engagements, ensuring that customers derive maximum value from their investments and utilize all licenses effectively. Building and maintaining positive relationships with business decision-makers and users within each account will be essential for influencing adoption and driving success.

Responsibilities

  • Clearly define business outcomes and create a comprehensive success plan to include customer objectives, partners, achievements, risks and metrics needed to achieve them.
  • Demonstrate and educate new customers on content and technology in a manner that is tailored to their specific use-case.
  • Monitor usage data, health gauges and growth opportunities in order to build relevant insights and strategically pivot when necessary.
  • Prompt Refinitiv business development partners when new business opportunities are generated through adoption engagements.
  • Ensure customers derive maximum value from their investment, utilize all licenses and collaborate with other Refinitiv partner teams to ensure retention and growth.
  • Build, maintain and demonstrate positive relationships with business decision makers and users within each account to influence adoption.

Requirements

  • Familiarity with the Investment Banking sector.
  • Ability to understand a customer's unique business processes and map them to our product capabilities.
  • Strong collaboration skills to work closely with internal operational and account management teams.
  • Effective communication skills to facilitate customer meetings and address all levels of audiences.
  • Strong project management skills and creative problem-solving abilities.
  • Self-starter mentality with a proactive approach to driving results independently.
  • Desire to learn and a growth mindset.

Nice-to-haves

  • Experience in a customer success or account management role within financial services.
  • Knowledge of LSEG's software and desktop solutions.
  • Experience with data analytics and reporting tools.

Benefits

  • Annual Wellness Allowance
  • Paid time-off
  • Medical, Dental, Vision insurance
  • Flex Spending & Health Savings Options
  • Prescription Drug plan
  • 401(K) Savings Plan with Company match
  • Basic life insurance
  • Disability benefits
  • Emergency backup dependent care
  • Adoption assistance
  • Commuter assistance
  • Learning and development opportunities
  • Paid volunteering days
  • Wellbeing initiatives
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