Customer Success Manager - Investment & Advisory
London Stock Exchange Group
Employer Active
Posted 3 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Deliver tailored engagements (e.g. market workshops) that help customers to maximize the value derived from LSEG solutions post sale and build intimacy
Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption
Promote insights relevant to customers' workflow and act as a voice of the customer internally, feeding back their experiences
Provide transparency to the customer and act a 'quarterback' to ensure LSEG delivers on sales commitments
Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers
Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process
Drive desktop sales from existing and new customers
High-value customer engagements and onboarding activities, including various types of training and presentations
Increase customer satisfaction at the desktop
Desired Candidate Profile
5+ years' Experience in Investment, Advisory and Wealth market
Experience in Asset Management, Portfolio Management OR Equity and Economic Research as a plus
Significant Workflow Expertise (e.g. knowledge of financial modeling, Excel, MS Office); knowledge of financial markets/ data apps.
Strong customer service skills
Presentation skills (verbal & written); Strong interpersonal skills; ability to organize and execute a sales plan; ability to use CRM systems
College/ university degree or relevant work experience equivalent required
Industry qualifications preferred (CFA, CAIA, MBA, FRM, etc.,)
Fluency in English and French is required
Company Industry
- Banking
- Financial Services
- Broking
Department / Functional Area
- Sales
- Business Development
Keywords
- Customer Success Manager - Investment & Advisory
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London Stock Exchange Group
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.