Associate Customer Success

hace 2 semanas

San Francisco, Heredia, Costa Rica Lseg (London Stock Exchange Group) A tiempo completo

What You'll Do

Associate Customer Success Managers (CSMs) connect our client´s portfolio of products and solutions.
This specialist plays a vital role in ensuring our customers unleash the full power of Refinitiv by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer's journey.
In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for successful adoption and expansion of our capabilities within their assigned accounts.
By transforming our client's business through user adoption of our suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management.
We are hiring Associate Customer Success Managers across multiple customer and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, Wealth Management, Risk & Compliance, and Feeds Solutions (Quant, Lipper, and Data Platform).
Role Overview
- Partner with clients to define their business outcomes and deliver educational activities across the customer lifecycle including onboarding, adoption through to long term loyalty.
- Demonstrate and educate new customers on content and technology tailored to their workflow.
- Monitor usage data, health gauges and growth opportunities to create actionable insights and strategically pivot when necessary.
- Collaborate with product sales and account management when new business opportunities are identified through adoption engagements.
- Ensure customers derive maximum value from their investment, utilize all licenses and collaborate with other Refinitiv stakeholder teams to ensure retention and growth.
- Build, maintain and leverage strong relationships with business decision makers and users within each account to influence adoption.
How You'll be Successful
- Adoption / Usage of Solutions - Customer Satisfaction - Execution of Education Campaigns - Retention & Revenue Growth
- Proactive Customer Engagement - Escalation and risk mitigation management Who You Are
- Collaborative, effective communicator, strong presentation skills, and a customer first attitude.
- A self-starter that thrives in a fast-paced environment and has a learn it all mindset.
- Experience facilitating customer meetings and presenting to an audience in a concise, inspirational, and convincing manner is a plus.
- Strong project management, technical and problem-solving skills.
- Passion for the financial markets, and Customer Success discipline.
At LSEG, we believe that creating a diverse and inclusive organization is fundamental to the way we deliver on our promise - and our purpose.
You'll be part of an organization of over 25,000 people, spanning 70 countries.
We recognize the individual perspectives each of our colleagues brings, and our diverse workforce is one of our greatest strengths.
In supporting collaboration and creativity and encouraging new ideas across a diverse and inclusive workforce, we can improve how we are driving financial stability, empowering economies and enabling customers to create sustainable growth.
LSEG offers a range of tailored benefits and support from healthcare and retirement planning to paid volunteering days and wellbeing initiatives.
We are an equal opportunities employer.
We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise of creating essential partnerships and open opportunities.
Our open culture is central to how we deliver our purpose - driving financial stability, empowering economies and enabling customers to create sustainable growth - in everything we do.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 70 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, in

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