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About the Role
Join LSEG's Customer Success Team as a Customer Success Manager, partnering with financial institutions to drive adoption and expand the strategic use of Pricing & Reference Services (PRS). You will act as a trusted advisor, developing customer success strategies and Value Plans to maximize ROI and support long-term retention and growth.
Responsibilities
- Define business outcomes and success plans to track customer objectives, milestones, risks, and success metrics.
- Educate customers on LSEG enterprise platforms, content, and technologies tailored to their needs.
- Monitor usage and account health to create actionable insights, customer value plans, and risk mitigation plans.
- Identify organic business expansion opportunities (up-sell / cross-sell) in collaboration with LSEG business development partners.
- Ensure customers derive maximum ROI from LSEG services and solutions.
- Build and maintain strong relationships with business decision makers and users within each account.
- Gather customer intelligence and influence adoption.
Requirements
- 5+ years of commercial experience in B2B customer success, account management, consultative selling, or support, preferably in a SaaS company.
- Knowledge and experience in financial content and the financial services industry.
- Confidence engaging technical stakeholders and communicating effectively with senior business decision makers.
- Experience with pricing services, reference data, valuation workflows, security master data, data management platforms, APIs, and cloud-based data delivery solutions.
- Ability to translate business and technical requirements into customer value and adoption plans.
- Working knowledge of pricing and reference data workflows, data quality management, symbology and entity mapping, data governance, content delivery mechanisms, and operational resilience.
- Familiarity with AI tools, generative AI technologies, and prompt development techniques.
- Ability to identify and discuss AI-driven opportunities relevant to customer workflows and data strategies.
- Ability to lead customer discovery discussions covering data requirements, content coverage, delivery models, workflow integration, migration planning, and success criteria.
- Ability to travel onsite when required.
- Strong judgment in managing customer issues, escalations, and cross-functional ownership.
- Ability to align customer business needs with LSEG Pricing & Reference Services solutions.
- Strong collaboration and relationship-building skills across internal and customer organizations.
- Executive presence with the ability to serve as a trusted advisor.
- Strong presentation, facilitation, and communication skills.
- Proactive, detail-oriented, and customer-focused, with strong ownership and follow-through.
- Strong project management and problem-solving skills.
- Ability to travel to customer sites when required.
Skills
- B2B customer success
- Account management
- Consultative selling
- SaaS
- Financial content
- Financial services industry
- Pricing services
- Reference data
- Valuation workflows
- Security master data
- Data management platforms
- APIs
- Cloud-based data delivery solutions
- AI tools
- Generative AI technologies
- Prompt development
- Data requirements
- Content coverage
- Delivery models
- Workflow integration
- Migration planning
- Success criteria
- Customer issue management
- Cross-functional ownership
- Relationship-building
- Executive presence
- Trusted advisor
- Presentation skills
- Facilitation skills
- Communication skills
- Project management
- Problem-solving
Location
- London
Work Type
- Onsite
- Travel
Experience Level
- Manager
- 5+ years
Education Level
- BA/BS degree
Benefits
- Healthcare
- Retirement planning
- Paid volunteering days
- Wellbeing initiatives
About the Company
- 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 values are Integrity, Partnership, Excellence and Change.
- We are a dynamic organisation of 25,000 people across 65 countries.
- We are committed to sustainability across our global business.
- We 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.
- 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.