Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Relationship Manager, Client Experience, you will own a dedicated book of Data Vantage client accounts — driving retention, expansion, and long-term client success across the market data, index, and options risk and market analytics product lines. You will be the named point of contact for a tiered portfolio of accounts, responsible for the full post-sale relationship: proactive engagement, renewal management, usage monitoring, and surfacing expansion opportunities in close partnership with Sales. This role sits at the intersection of commercial strategy, client relationships, and product intelligence within one of Cboe’s highest-growth businesses.

Responsibilities

Serve as the named Relationship Manager for an assigned, tiered portfolio of accounts, ensuring each client has structured coverage appropriate to its size and complexity.
Own the renewal process across your portfolio, engaging proactively well ahead of contract dates to minimize churn and identify at-risk accounts early.
Follow up with recently off-boarded clients to understand termination reasons, feeding those insights back into retention strategy and product intelligence.
Track client usage trends across your book, flagging underutilization risk and surfacing expansion signals.
Maintain a consistent cadence of client touchpoints, including regular check-ins and quarterly business reviews, tailored to each account’s tier.
Act as the client’s advocate on complex issues, coordinating across Product, Technology, Operations, Legal, and Compliance to drive timely resolution.
Partner closely with Sales to identify and pass qualified expansion leads, ensuring a seamless handoff throughout the client lifecycle.
Stay ahead of new product features and enhancements relevant to each client type, and reach out directly to drive awareness and adoption.
Lead or assist in the execution of the communication strategy for enhancements/changes made to products, policies, and fees – understanding the impact by client type.
Serve as a voice of the client into product teams, systematically surfacing feedback, unmet needs, and market signals from day-to-day client interactions — including through client feedback surveys run in partnership with internal teams.
Help identify and improve friction points across the client journey — from onboarding and adoption through renewal — and contribute to the team’s broader client-centricity efforts.
Assist with onboarding new clients across products, including completing order forms and agreements, product training and understanding use cases, and addressing questions around fees.
Maintain strong CRM discipline, keep at-risk account status current, follow up on billing delinquencies within your book, and report consistently against key portfolio metrics.

Requirements

Prior experience in an account management, client success, or relationship management role within financial services.
Experience with index, market data, and/or options products — direct exposure to one or more of these areas is strongly preferred.
Established contact base and credibility within firms across the financial industry.
Working understanding of the renewal lifecycle and commercial accountability within a subscription-based or recurring-revenue business.
Strong executive presence and the ability to engage confidently with senior client stakeholders.
Ability to manage a diverse, tiered book of business and juggle multiple client priorities and deadlines.
Strong communication skills, including the ability to communicate to different audiences both verbally and in writing.
BS degree preferred.
5-8 years of experience in financial services account management, relationship management, or client success.
CRM proficiency (Salesforce preferred), with familiarity with Jira and Sigma a plus.
Familiarity with Cboe products or exchange-related/market data products a plus.
Candidates must be legally authorized to work in the United States without the need for employer sponsorship now or in the future.

Skills

Account management
Client success
Relationship management
Financial services
Index products
Market data products
Options products
Renewal lifecycle
Subscription-based business
Recurring-revenue business
Executive presence
Client engagement
Communication skills
CRM proficiency
Salesforce
Jira
Sigma
Cboe products
Exchange-related products

Location

Work Type

Full-time

Experience Level

5-8 years

Education Level

BS degree preferred

Salary/Compensations

$148,750-$192,500

Benefits

Annual incentive compensation
Long-term equity programs
Total rewards program

About the Company

Cboe Data Vantage’s global Client Experience organization
Cboe is committed to providing a competitive, transparent, and market‑informed total rewards program.

Equal Opportunity

This position is not eligible for visa sponsorship.