Customer Success Manager Investment & Advisory

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 What You'll Bring: 5+ years Experience in Investment, Advisory and Wealth market Significant Workflow Expertise (e.g. knowledge of financial modeling, Excel, MS Office); knowledge of financial markets/ data apps. Strong customer service skills Others: 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 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 Training or related experience preferred College/ university degree or relevant work experience equivalent required Industry qualifications preferred (CFA, CAIA, MBA, FRM, etc.,) Fluency in English and French is required