Customer Success Manager at LSEG | Ontario, CA | Rezi

Customer Success Manager at LSEG

Customer Success Manager

LSEG · Ontario, CA

4 weeks ago

Customer Success Manager

LSEG · Ontario, CA

a month ago
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About the Role

Customer Success Managers (CSMs) connect strategic clients to Refinitiv’s portfolio of software & desktop solutions, ensuring customers discover the full power of Refinitiv by implementing workflow solutions and providing scalable guidance. This role involves relationship management, education, and functional expertise to lead service adoption and expansion within assigned accounts.

Responsibilities

  • Define business outcomes and craft a comprehensive success plan including customer objectives, partners, achievements, risks, and metrics.
  • Demonstrate and educate new customers on content and technology tailored to their specific use-case.
  • Monitor usage data, health gauges, and growth opportunities to build insights and pivot strategically.
  • Prompt Refinitiv business development partners when new business opportunities (upsell or cross-sell) are generated.
  • Ensure customers derive maximum value from their investment and apply all licenses.
  • 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

  • 3-5 years of commercial experience in B2B consultative selling, preferably in a SaaS company.
  • Strong knowledge and 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 concisely, inspirationally, and convincingly.
  • Strong project management, technical, and problem-solving skills.
  • Ability to travel onsite when required.

Skills

  • Relationship management
  • Education
  • Deep functional expertise
  • Roadmap architect
  • Project management
  • Technical skills
  • Problem solving

Location

  • United Kingdom

Work Type

  • Onsite travel when required

Experience Level

  • Senior Associate
  • 3-5 years

Education Level

  • BA/BS degree

Salary/Compensations

  • CAD117,300 – CAD141,400

Benefits

  • Healthcare
  • Retirement planning
  • Paid volunteering days
  • Wellbeing initiatives

About the Company

  • 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 culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential.
  • LSEG is headquartered in the United Kingdom, with significant operations in 70 countries across Europe, the Middle East, Africa, North America, Latin America and Asia Pacific.
  • We are committed to sustainability across our global business and partner with our customers to help them meet their sustainability objectives.
  • The LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence.

Equal Opportunity

  • 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.