ROLE SUMMARY
A post-sales role that connects our most strategic clients to LSEG’s solutions. Our Customer Success Managers drive successful adoption and expansion of the workflow solutions within their assigned accounts to increase value creation and revenue retention. CSM’s collaboratively designs and implements activities with key business decision makers, assists in reducing competitive risk, and finds opportunities. 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.
WHAT YOU'LL BE DOING
- Clearly define business outcomes and orchestrate a comprehensive success plan inclusive of customer objectives, partners, milestones, risks and metrics needed to achieve them.
- Build, maintain and demonstrate strong relationships with business decision makers and users within each account to influence adoption.
- Use Governance, Risk & Compliance specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption for Risk products.
- Develop and execute retention strategies as part of the customer success plan for accounts, in cooperation with Account Team members.
- Interpret and take action on usage information focusing on “at risk” customers to mitigate cancellations and identify value optimization opportunities.
- Identify and investigate account opportunities for optimal renewal and upsell.
- Deliver tailored engagements (e.g. workshops, info days) that help customers to increase the value derived from LSEG solutions post sale, build intimacy and increase adoption.
- Guide customers to support channels available as part of the value LSEG provides.
WHAT YOU'LL BRING
- Bachelor's or Master’s Degree in Economics, Finance, Business Administration, Financial Engineering and related fields of study.
- Minimum 2-4 years of experience in banking sector, preferably at Governance, Compliance and Risk workflows and in specialist roles for customer on boarding, KYC, AML and/or other Risk & Compliance roles.
- Must have expert knowledge & experience of Compliance & Risk in financial institutions, best practices, related KYC, AML and other related regulations in EU.
- Technology‑savvy, ability to work on open‑platform projects and cooperation with Fintech companies and partners if necessary.
- Understanding of financial markets, industry trends and customers' business models (banking, capital markets, corporate treasury and other financial industries).
- Strong interpersonal skills with an ability to establish trusted advisor relationships with business decision makers.
- Strong ability to collaborate with internal operational and account management teams.
- Experience knowledge of AML name/payment screening products.
- Excellent customer service‑minded individual with ability to guide customers to support channels available as part of the value LSEG provides.
- Analytical thinking
CAREER STAGE
Senior Associate
EQUAL OPPORTUNITIES STATEMENT
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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