83 Customer Success Manager, Fund Analytics Jobs in Boston, MA
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Customer Success Manager, Fund Analytics
$118k-165k (estimate)
Full Time | Securities
7 Days Ago
LSEG is Hiring a Customer Success Manager, Fund Analytics Near Boston, MA
Role OverviewCome Join the LSEG team!
As a Customer Success Manager (CSM) you connect clients to our products providing guidance throughout the customer’s lifecycle and creating the conditions for optimal contract renewal and growth!
In a role that is comprised of relationship management, education, and workflow expertise, the CSM serves as a trusted advisor to customers, handling a portfolio of financial institutions that have subscribed to LSEG Analytics, a fast-growing business at LSEG focused on transforming market data into actionable and AI-powered insights.
What You'll Do
Compensation/Benefits Information (for All California Based Roles)LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $63,400 - $118,000.
Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.
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.
Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.
If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
As a Customer Success Manager (CSM) you connect clients to our products providing guidance throughout the customer’s lifecycle and creating the conditions for optimal contract renewal and growth!
In a role that is comprised of relationship management, education, and workflow expertise, the CSM serves as a trusted advisor to customers, handling a portfolio of financial institutions that have subscribed to LSEG Analytics, a fast-growing business at LSEG focused on transforming market data into actionable and AI-powered insights.
What You'll Do
- Develop as a subject matter expert in Fund Performance Analytics. You will own a portfolio of clients that subscribe to LSEG Lipper, the leading source of fund performance research, data and analytics spanning mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. You’ll drive adoption and understand how the clients use the data for peer analysis and benchmarking, manage risk and inform their investment strategies.
- Relationship Management: Build the relationship with your portfolio of LSEG customers, from sale to onboarding and expansion, guiding clients to maximize their subscriptions and channelling them to the right teams at LSEG. You will build relationships, proactively contact users and visit their sites in person, with a small amount of travel required (25%). You’ll interact with a broad range of partners at financial institution including C-suite and end-users of our data: portfolio managers, fund managers, analysts, risk managers and developers among others.
- 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 create 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.
- Education: Demonstrate and educate 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, which for which you’ll bring our Sales teams to upsell and cross-sell.
- Partner with Account Managers, Implementation Specialists, Product Managers and Customer Support, among other teams, to ensure we're addressing your customers’ needs, acting as their voice at LSEG.
- Customer engagement
- Product Adoption
- Revenue attrition and risk mitigation plans implemented
- Contribution to sales and renewals
- Customer Service: 3 years of relevant work experience in customer success, sales, consulting, or other customer facing roles.
- Financial Knowledge: Proven experience in fund performance analysis, risk management or portfolio analytics.
- Software Skills: proficiency in Excel and PowerPoint. Prior experience with Lipper preferred.
- Strong communicator comfortable facilitating customer meetings and building relationships at financial institutions.
- Strong problem-solving skills.
- Proactive and positive demeanor.
- You value quality and pay close attention to detail, taking full ownership and following-through.
- Competitive salary package: base quarterly bonus
- 401(k) with matching contribution
- Comprehensive medical, vision, and dental coverage
- Flexible vacation and PTO policies
- Hybrid working with 2/3 days in the office or at client sites, and 2/3 doing home-office
- Learning and development opportunities for career growth
- A strong, inclusive and fun culture of team collaboration working with a wide range of colleagues globally.
- A front seat into how technology powers financial markets
- Customize your day-to-day
Compensation/Benefits Information (for All California Based Roles)LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $63,400 - $118,000.
Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.
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.
Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.
If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Securities
SALARY
$118k-165k (estimate)
POST DATE
06/21/2024
EXPIRATION DATE
07/11/2024
WEBSITE
lseg.com
HEADQUARTERS
WALL STREET, NY
SIZE
7,500 - 15,000
FOUNDED
2018
CEO
CHRIS CORRADO
REVENUE
$5M - $10M
INDUSTRY
Securities
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