New

Customer Success Manager- Investment Banking

LSEG (London Stock Exchange Group)
$96,300 - $160,700
life insurance, 401(k)
United States, New York, New York
28 Liberty St (Show on map)
Apr 23, 2025
Job Description Summary Customer Success Managers (CSMs) connect our most strategic clients to LSEGs portfolio of software & desktop solutions. This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs will manage successful adoption and expansion of our services within his/her assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in his/her accounts. By redesigning our client's business through user adoption of our suite of solutions, the CSM crafts the conditions for optimal renewal and upsell growth. Role Overview Clearly define business outcomes and craft 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 (Solution sales, proposition sales, solution consultant) when new business opportunities (upsell or cross-sell) 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. Your Success: A CSMs success will be measured by: Breadth & depth of customer relationships Issue and risk mitigation management Contributions to role and process improvement Portfolio attrition Adoption What You Bring: 3-5 years of commercial experience in B2B consultative selling, preferably in a SaaS company. Strong knowledge & experience in the Investment Banking space. Ability to map a customer's business process to product capability. Strong ability to collaborate with internal operational and account management teams. Executive engagement skills with an ability to establish trusted advisor relationships with business decision makers. Experience facilitating customer meetings and addressing an audience in a concise, inspirational and convincing manner. Strong project management, technical and problem solving skills. Ability to travel onsite when required. BA/BS degree. Compensation/Benefits Information: LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $96,300 - $160,700. Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG's Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc. 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. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it's used for, and how it's obtained, your rights and how to contact us as a data subject. If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.