Customer Success Manager - Wealth Management Solutions

Role Overview:

LSEG Customer Success Managers (CSM) connect clients to our solution offering by providing value driven strategies throughout the customer’s lifecycle and crafting conditions for optimal contract renewal and growth.

This role is comprised of relationship management, stakeholders’ management, customer value plan, execution and reviews, client advisory, and financial markets workflow expertise. As a CSM you will serve as a trusted advisor to your customers, handling a portfolio of Wealth Management users that subscribe to LSEG solutions, passionate about turning market data insights into actionable decision making.

What you'll do:

• Develop as a subject matter authority across a selection of LSEG’s products, specifically LSEG Workspace, guiding clients to improve their realised value to their subscriptions.
• Relationship Management: Maintain the relationship with your portfolio of LSEG customers, from sale to onboarding and expansion. You will build relationships, proactively contact end-users and visit their sites in person. You’ll interact with a broad range of partners at financial institutions: C-Suite, heads of desks and end users.
• Monitor customer health and proactively identify risks. You’ll assess depth of product usage, frequency, and quality of interactions, and incorporate your understanding of your customer. You will build a strategy to mitigate any cancellation risk, partnering with different teams at LSEG and bringing customer intel back inclusive of the competitor market in your segment.
• Value: Demonstrate products and work alongside end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions.
• Drive organic expansion within your book of business, uncovering new opportunities by actively asking questions and proposing new products that can solve their needs.
• Voice of the Customer: Partner with Account Managers, Implementation Specialists, Product Managers and Customer Support, among other teams, to ensure you’re addressing the customers’ needs, acting as their voice at LSEG.

Your Success will be measured on:

• Customer adoption: increasing Workspace active users through productive face to face engagement, high value engagement & change management initiatives, and strategically positioning our at scale learning resources
• Sales leads: identifying & qualifying growth opportunities based on your knowledge of the customer's workflow & relationships
• Customer Value Delivery: through Customer health assessments, Customer Value Plans, Voice of the Customers, revenue attrition and risk mitigation plans
• Scale Engagement: promoting & contributing to LSEG Academy, digital engagement channels and customer self-learning.
• Strategic initiatives: such as contribution to content and product enhancements, CX and competitive displacements.

Who we are looking for:

• Previous experience in the financial industry with direct experience in Wealth Management workflows.
• Experience facilitating customer meetings and presenting to an audience in a concise, inspirational, and convincing manner.
• Strong and creative problem-solving skills with proven proactive collaboration skills in matrix organisations.
• Growth Mindset with a proactive, can-do attitude.
• Proficiency in MSFT Outlook, Copilot, Teams, Excel and PowerPoint.
• Fluency in English, French & Dutch required. Additional languages are a bonus.
• Ability to travel to customer sites in Brussels/Belgium on a weekly basis, and to Netherlands/Luxembourg on a monthly or quarterly basis.

This role provides a hybrid working environment with 3 days in the office or at client sites, and 2 days from home.

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

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.

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.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

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