Customer Success Manager

Customer Success Manager (CSM), Asset Management, Wealth & Investment Banking (AWB), Mumbai

Position Summary

At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyses change.

As a CSM, you are encouraged to develop intimate relationships and being a trusted advisor to our customers who apply our products and services in the Investment Solutions area through the customer experience life-cycle. This role focuses primarily on driving the value creation and delivery of the retention strategy to ensure adoption, integration, and expansion of our solutions into the daily workflow of end-users in Investment Banking (IB) & Research Departments, Wealth segment, Private Equity, Developers, Equity offshore support in financial services.

You will be responsible for successful renewals and the delivery of all agreed upon landmarks. You will visit customers and establish connects with key partners and user community to ensure we are delivering the ultimate customer experience. You will partner with the Account Managers and Sales Leaders to evaluate customer health to drive retention and growth. Additionally, you will collaborate with Market Development to factor-in key asks from the clients and to align our product roadmap accordingly.  Further, you will work with other sales leaders and horizontal teams to achieve success for our customers and LSEG.

Role Responsibilities

• Develop and implement renewal success strategy for your assigned accounts to drive revenue retention 
• Supervise customer health, adoption metrics, renewals and execution of plans 
• Deliver highly engaging customised product demos based on user workflow and their requirements
• Increase product stickiness by demonstrating relevant new content and functionality that enable end users to improve efficiencies
• Partner with sales leadership to provide insights on customer health with a focus on adoption, expansion opportunities and renewals
• Provide insights to Market Development, Customer Operations and Customer Proposition on customer experience and industry trends to drive the voice of the customer in business strategy 
• Build deep relationships with key customer partners to advise engagement strategy and build "LSE advocates" 
• Participate in industry events alongside the team to develop networking, brand presence, and stay up to date on industry trends
• Participate in strategic migration activities as the need arises 
• Contribute to overall vision of the LSEG group 

Qualifications and Experience Required

• 5+ years of customer success/client relationship experience, pre-sales, or sales consulting role preferably within a financial data organisation
• Deep understanding of Investment and Wealth Solutions workflow esp. function of IB, Research & Portfolio Management, Wealth Management with strong external network
• Bachelor’s degree required; Curiosity about financial markets
• Experience in on-boarding, training/product demos, resolution and client retention.
• Proven track record of identifying customer needs and optimally completing retention and adoption strategies 
• Excellent communication and presentation skills with ability to flex style depending on audience (C-Level / Leadership / Team)

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.

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