Customer Success Manager for Digital Wealth Solutions
Customer Success Manager for Digital Wealth Solutions

Customer Success Manager for Digital Wealth Solutions

City of London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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LSEG

At a Glance

  • Tasks: Drive customer success and adoption of our innovative digital wealth solutions.
  • Company: Join LSEG, a leading global financial markets infrastructure provider.
  • Benefits: Enjoy healthcare, retirement planning, paid volunteering days, and wellbeing initiatives.
  • Other info: Dynamic culture focused on innovation, sustainability, and personal growth.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: Experience in financial services and strong relationship management skills.

The predicted salary is between 36000 - 60000 £ per year.

Overview

Customer Success Manager for Digital Wealth Solutions at LSEG, London, United Kingdom.

Role Summary

CSMs are trusted advisers to their client base and combine relationship management, education, and functional expertise to drive adoption, retention, and growth within assigned account portfolio. Data and Feed CSMs are responsible for successful adoption and expansion of the LSEG Data Platform (including Real-Time and DataScope feeds) within their accounts. Equal parts trusted adviser and roadmap architect, the Data and Feed CSMs engages with key stakeholders, assist in reducing competitive risk and find opportunities in their accounts. Through growing customer satisfaction and adoption, create the conditions for successful renewals and upsell growth potential. To achieve this, Customer Success Managers at LSEG collaborate with internal teams & roles (Account Managers, Sales Specialists, Customer Support of various levels, data teams, administrative functions, Product & Programme management, Developer Advocates, Solutions Consultants & fellow CSMs).

What you’ll be doing

  • Drive successful renewals.
  • Define business outcomes and success plans to gain and supervise customer objectives, achievements, risks, and success metrics.
  • Educate customers on how to use our enterprise platforms, content, and technologies tailored to use-case needs.
  • Monitor usage, account health, and growth opportunities to create practical insights and strategically pivot.
  • Build, maintain and bring to bear positive relationships with business decision makers and users to gain customer intelligence and influence adoption.

What you’ll bring to the role

  • Experience in the financial services industry, with a good understanding of regional financial market trends.
  • Ability to map a customer’s business needs to product solutions.
  • Confidence engaging with a broad variety of roles from developers, application owners, data scientists, data architects, data engineers, market data, to c-level executives.
  • Experience facilitating customer meetings and addressing an audience in a concise, inspirational, and convincing manner.
  • Ability to establish trusted relationships and a natural curiosity to learn new skills across business and technology subject areas. Ability to travel onsite when required.
  • Solid project management, technical and problem-solving skills.
  • Technical skills in cloud technologies, APIs, networks.
  • CRM and/or Customer Success/Dashboard platforms experience (Salesforce, Gainsight, Tableau…).

About LSEG

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, guiding our decision making and everyday actions. We are a dynamic organisation of 25,000 people across 65 countries and value individuality and diversity. We are proud to be an equal opportunities employer and do not discriminate on the basis of 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. We can accommodate applicants’ religious practices and beliefs, as well as mental health or physical disability needs where reasonably possible.

We offer a collaborative and creative culture with a focus on innovation, sustainability and helping customers meet their objectives. Our charity, the LSEG Foundation, provides charitable grants to community groups that help people access economic opportunities. LSEG also offers tailored benefits and support including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. Please review our privacy notice to understand how your information may be used in the recruitment process.

Equal Opportunity

We are proud to be an equal opportunities employer and do not discriminate on various protected characteristics. We may provide reasonable accommodations for religious practices and for mental health or physical disability needs in line with applicable law.

Seniorities and Employment

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Other
  • Industries: IT Services and IT Consulting and Financial Services

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Customer Success Manager for Digital Wealth Solutions employer: LSEG

LSEG is an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. With a strong focus on employee growth, innovation, and sustainability, we provide tailored benefits such as healthcare, retirement planning, and paid volunteering days, ensuring our team members thrive both personally and professionally. Join us to be part of a collaborative culture that values individuality and empowers you to make a meaningful impact in the financial services industry.
LSEG

Contact Detail:

LSEG Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Success Manager for Digital Wealth Solutions

✨Tip Number 1

Network like a pro! Get out there and connect with folks in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that Customer Success Manager role.

✨Tip Number 2

Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your understanding of regional financial market trends and how you can map customer needs to product solutions. This will set you apart as a candidate who truly gets the job.

✨Tip Number 3

Practice makes perfect! Prepare for interviews by role-playing common scenarios you might face as a CSM. Think about how you’d handle customer meetings or address concerns from various stakeholders. The more prepared you are, the more confident you’ll feel!

✨Tip Number 4

Don’t forget to apply through our website! We love seeing applications come directly from candidates who are excited about joining us at LSEG. Plus, it shows you’re genuinely interested in being part of our dynamic team.

We think you need these skills to ace Customer Success Manager for Digital Wealth Solutions

Relationship Management
Customer Education
Data Analysis
Project Management
Technical Aptitude
Problem-Solving Skills
Cloud Technologies
APIs
Networking
CRM Platforms (Salesforce, Gainsight, Tableau)
Communication Skills
Stakeholder Engagement
Business Needs Mapping
Presentation Skills
Adaptability

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience in financial services and how it aligns with the responsibilities outlined in the job description. We want to see how you can drive customer satisfaction and adoption!

Showcase Your Skills: Don’t forget to emphasise your technical skills, especially in cloud technologies and CRM platforms. We’re looking for someone who can engage with a variety of roles, so give us examples of how you've done this in the past!

Be Personable: Your written application should reflect your personality! Use a friendly tone and let your passion for customer success shine through. We value individuality, so don’t be afraid to show us who you are.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at LSEG!

How to prepare for a job interview at LSEG

✨Know Your Customer Success Metrics

Before the interview, brush up on key customer success metrics relevant to the financial services industry. Be ready to discuss how you would define business outcomes and success plans for clients, as this will show your understanding of the role and its impact.

✨Showcase Your Relationship Management Skills

Prepare examples that highlight your ability to build and maintain relationships with various stakeholders, from developers to C-level executives. Use specific scenarios where you successfully influenced adoption or resolved issues, demonstrating your expertise in relationship management.

✨Demonstrate Technical Knowledge

Familiarise yourself with cloud technologies, APIs, and CRM platforms like Salesforce or Gainsight. Be prepared to discuss how these tools can enhance customer success and drive adoption of the LSEG Data Platform, showcasing your technical acumen.

✨Engage with Curiosity

During the interview, express your natural curiosity about the company’s products and the financial market trends. Ask insightful questions that reflect your interest in learning and adapting, which aligns with the role's requirement for continuous education and growth.

Customer Success Manager for Digital Wealth Solutions
LSEG
Location: City of London
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