280 customer success manager investment solutions jobs found

As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our customers who utilize our Desktop Solutions through the customer experience journey. This role focuses primarily on driving the value creation and execution of the retention strategy to ensure adoption, integration and expansion of our solutions into the daily workflow of end-users. You will partner with the Account Managers and Sales Leaders to provide insights on customer health to drive retention and growth. Additionally, you will collaborate with Market Development and Customer Proposition to provide the voice of the customer to align customer needs with our product roadmap. Role Responsibilities Develop and execute the customer success strategy for Investment & Advisory and Wealth divisions within Key and Strategic accounts to drive revenue retention. Monitor customer health, adoption metrics, renewals and execution of customer success plans...

Summary As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our Investment and Wealth Solutions customers who utilize our Desktop & Enterprise Solutions through the customer experience journey. This role focuses primarily on driving value creation and execution of the retention strategy to ensure adoption, integration, and expansion of our solutions into the daily workflow of end-users. You will work mainly with users in the Investment and Wealth Solutions space. You will own the Customer Success Plans and the delivery of all agreed objectives. You will visit customers and build relationships with key partners and user community to ensure we are delivering the ultimate customer experience. You will partner with Account Managers and Sales Leaders to provide insights on customer health to drive retention and growth. Additionally, you will collaborate with Market Development and Customer Proposition to...

Summary As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our Investment and Wealth Solutions customers who utilize our Desktop & Enterprise Solutions through the customer experience journey. This role focuses primarily on driving value creation and execution of the retention strategy to ensure adoption, integration, and expansion of our solutions into the daily workflow of end-users. You will work mainly with users in the Investment and Wealth Solutions space. You will own the Customer Success Plans and the delivery of all agreed objectives. You will visit customers and build relationships with key partners and user community to ensure we are delivering the ultimate customer experience. You will partner with Account Managers and Sales Leaders to provide insights on customer health to drive retention and growth. Additionally, you will collaborate with Market Development and Customer Proposition to...

As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our Investment and Wealth Solutions customers who utilize our Desktop & Enterprise Solutions through the customer experience journey. This role focuses primarily on driving the value creation and execution of the retention strategy to ensure adoption, integration and expansion of our solutions into the daily workflow of end-users. You will work mainly with users in the Investment Advisory and Wealth space. You will own the Customer Success Plans and the delivery of all agreed. You will visit customers and build relationships 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 provide insights on customer health to drive retention and growth. Additionally, you will collaborate with Market Development and Customer Proposition to provide the voice of...

Are you a confident and experienced business driven individual passionate about the importance of data and technology to power the financial ecosystem? Are you excited about engaging with customers to realise the full value of the solution? The Customer Success Manager connects with our clients to Refinitiv’s Wealth and Investment Banking desktop solutions within Türkiye. The CSM team plays a vital role in ensuring that our customer’s fully leverage the value of Refinitiv by discovering and implementing workflow solutions while continuously providing guidance throughout the customer’s journey. The Customer Success Manager provide customers with a differentiated customer experience, helping them to realise the full value of our solutions. In a role that is comprised of relationship management, education, and deep workflow expertise, the CSM is responsible for successful adoption, retention, and workflow expansion of our IWS and Banking solutions within their  assigned...

Are you a confident and experienced business driven individual passionate about the importance of data and technology to power the financial ecosystem? Are you excited about engaging with customers to realise the full value of the solution? The Customer Success Manager connects with our clients to Refinitiv’s Wealth and Investment Banking desktop solutions within Türkiye. The CSM team plays a vital role in ensuring that our customer’s fully leverage the value of Refinitiv by discovering and implementing workflow solutions while continuously providing guidance throughout the customer’s journey. The Customer Success Manager provide customers with a differentiated customer experience, helping them to realise the full value of our solutions. In a role that is comprised of relationship management, education, and deep workflow expertise, the CSM is responsible for successful adoption, retention, and workflow expansion of our IWS and Banking solutions within their  assigned...

As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our Investment and Wealth Solutions customers who utilize our Desktop & Enterprise Solutions through the customer experience journey. This role focuses primarily on driving the value creation and execution of the retention strategy to ensure adoption, integration and expansion of our solutions into the daily workflow of end-users. You will work mainly with users in the Investment Advisory and Wealth space. You will own the Customer Success Plans and the delivery of all agreed. You will visit customers and build relationships 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 provide insights on customer health to drive retention and growth. Additionally, you will collaborate with Market Development and Customer Proposition to provide the voice of...

Position Overview London Stock Exchange Group (LSEG) is a global leader of market data and analytics. We are enabling growth and transformation of global financial community through innovations, including data science, AI, cloud-based solutions and leading edge data and contents. The Senior Customer Success Manager - Digital Solutions will strategically guide our customers on how to maximise the value of their investment in LSEG products and services as well as generate new use cases for LSEG products inside our clients. In this role you can advance your career by working with a motivated team both in Japan and globally, gaining extra skills in data and analytics by working with our clients and products and fully utilizing your skills in Customer Success Management in an industry leading global firm. Role Responsibilities Clearly define customer values and business outcomes and orchestrate a comprehensive customer success plan inclusive of customer objectives,...

Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv’s portfolio of software & desktop solutions! This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance. The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of Investment Banking (Capital Markets, Advisory & Sell Side Research, etc.) accounts. In a role that is comprised of relationship management, education and deep functional expertise, CSMs will manage successful adoption and expansion of our services within assigned accounts. Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in accounts. By redesigning our client’s business through user adoption of our suite of solutions, the...

At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our Investment & Wealth Management Customers who utilize our Desktop & Enterprise Solutions through the customer experience journey. This role focuses primarily on driving the value creation and execution of the retention strategy to ensure adoption, integration and expansion of our solutions into the daily workflow of end-users. You will work mainly with users in the Investment & Wealth Management and or Financial Markets Research space. You will own the Customer Success Plans and the delivery of all agreed upon milestones. You will visit customers and build relationships with key stakeholders and user community to ensure we are delivering the ultimate customer experience. You will partner with the...

WE ARE LOOKING FOR A NEW COLLEAGUE: We are thrilled to announce that we are looking for a person who will join us as Manager, Customer Success- Central Eastern Europe North ! YOU AND YOUR TEAM: The Manager Customer Success manages a team of CSMs that connects our clients to Refinitiv’s desktop Trading, Investment & Wealth solutions propositions in the CEE North territory. The CSM team plays a vital role in ensuring that our customer’s fully leverage the value of Refinitiv by discovering and implementing workflow solutions while continuously providing guidance throughout the customer’s journey. The Manager Customer Success and its team will provide customers with a differentiated customer experience, helping them to realise the full value of our solutions. In a role that is comprised of relationship management, education, and deep workflow expertise, the CSM is responsible for successful adoption, retention and workflow expansion of our Trading, Investment...

                Customer Success Manager (Vietnam) Position Summary: Customer Success Manager is a post-sales role which drives commercial value creation through adoption of all LSEG solutions purchased by the customers to achieve revenue retention, customer satisfaction and customer engagement. Coverage of clients are in Vietnam and Myanmar, based in Ho Chi Minh, Vietnam. T he Customer Success Manager plays a key role in enhancing customer experience to fully utilize solutions into the daily workflow of end-users and ensuring customers’ business objectives are achieved. The scope of solutions includes broader number of software and solutions (Desktop Programs, Data Feeds, FX Trading platforms, and Enterprise Solutions) that will engage customers across all LSEG products and services and identification of opportunities (cross sell, up sell) that are passed through to Sales team and Account Management team. Role Responsibilities:   Build, maintain and...

Associate Customer Success Manager Position Summary This is a post-sales role which drives commercial value creation through adoption of Risk solutions purchased by the customer to achieve revenue retention and customer engagement. The Associate Customer Success Manager plays a key role in enhancing customer experience by leveraging a network of experts across LSEG and ensuring customers’ business objectives are achieved though full utilization of solutions into the daily workflow of end-users. The Associate Customer Success Manager will provide customers with a differentiated customer experience, helping them to realise the full value of our Risk solutions. Position is open in Belgium, The Netherlands or Luxemburg with the expectation of travel to attend face to face client meetings. Role Responsibilities Drives commercial value creation through adoption of all Risk solutions purchased by the customer to achieve revenue retention and customer engagement...

Excited to grow your career? Our purpose is to 'empower people to save and invest with confidence'. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown. About the role About HL Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. About the Trading Team   The Trading Product Team are responsible for building and maintaining our trading platform, and associated client journeys. Their vision is to be the market leader for execution quality and system performance, delivering better client outcomes and experience through exceptional...

WE ARE LOOKING FOR A NEW COLLEAGUE: Program Manager YOU AND YOUR TEAM We have an exciting opportunity in Business Readiness (Data & Analytics Operations), for an experienced Program Manager, reporting into the C3PRS Portfolio Director to be responsible for planning and execution of Customer Operations critical business readiness initiatives. The role will work closely across the business and will be expected to engage at a senior level with business sponsors, senior stakeholders, and teams across the organisation. Specific teams include Product & Proposition, Technology, Sales & Account Management, Finance, and all Customer Operations partners (Support, Order Management, Implementation, Billing, and Operational Excellence). The selected candidate will support the Customer & Third-Party Risk Solutions business. This includes any LSEG strategic products across the main sub businesses: Risk Intelligence (World Check & RDD) and Digital Identity...

S&P Global Market Intelligence The Role: Solutions Engineer Associate Director, Global Intelligence & Analytics (Japanese/English Speaker) The Team: Global Intelligence & Analytics (GIA) team resides within the Research, Analysis and Specialty Solution (RASS) unit of the S&P Global Market Intelligence Division, providing powerful business intelligence solutions for applications including global risk and maritime, global trade and supply chain, economic indicators and forecasts, as well as shipping intelligence. It is an exciting, global, results-oriented, and growing team that works closely together to help enterprise organizations to make better business decisions to support diverse business outcomes. The Impact: Solutions Engineers serve as subject matter experts for our powerful, complex solutions, as well as their relevant applications in the marketplace. We support specific personas within various industry segments such as corporates,...

Associate –US Corporate Ratings Grade/Level (relevant for internal applicants only): 11 The Location: New York, NY The Role:   The Associate undertakes rigorous analytical work and is proficient in conducting research and fundamental credit analysis, analyzing financial statements, building financial models and forecasts, and writing analytical reports on rated corporate entities. The successful candidate works effectively both in a team and individually, possesses strong interpersonal and communication skills, is customer-oriented, and demonstrates solid presentation skills in front of internal and external audiences.  We offer a supportive and flexible work environment within a team of about 20 analysts (per sector) with diverse backgrounds and experiences. We work in a hybrid environment with 2 days in the office and 3 days remote. Successful candidates must have authorization to work in the U.S indefinitely. Sponsorship is not available for this...

WE ARE LOOKING FOR A NEW COLLEAGUE: Program Manager YOU AND YOUR TEAM We have an exciting opportunity in Business Readiness (Data & Analytics Operations), for an experienced Program Manager, reporting into the C3PRS Portfolio Director to be responsible for planning and execution of Customer Operations critical business readiness initiatives. The role will work closely across the business and will be expected to engage at a senior level with business sponsors, senior stakeholders, and teams across the organisation. Specific teams include Product & Proposition, Technology, Sales & Account Management, Finance, and all Customer Operations partners (Support, Order Management, Implementation, Billing, and Operational Excellence). The selected candidate will support the Customer & Third-Party Risk Solutions business. This includes any LSEG strategic products across the main sub businesses: Risk Intelligence (World Check & RDD) and Digital Identity...

At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our Investment & Wealth Management Customers who utilize our Desktop & Enterprise Solutions through the customer experience journey. This role focuses primarily on driving the value creation and execution of the retention strategy to ensure adoption, integration and expansion of our solutions into the daily workflow of end-users. You will work mainly with users in the Investment & Wealth Management and or Financial Markets Research space. You will own the Customer Success Plans and the delivery of all agreed upon milestones. You will visit customers and build relationships with key stakeholders and user community to ensure we are delivering the ultimate customer experience. You will partner with...

Excited to grow your career? Our purpose is to 'empower people to save and invest with confidence'. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown. About the role Our Omni Channel team is growing! We are looking for an IVR Manager to joining our Service Planning & Performance team. This is a new position, providing an excellent opportunity to shape and lead our Client Contact Services Performance function. HL is going through a transformation- incorporating new technologies into our contact centre so you will be at the forefront of designing our operational structure, whilst balancing efficient outcomes for our clients. As IVR Manager you will be accountable for developing a best in class IVR Roadmap for our Helpdesk and Operations teams involving IVR Strategy, IVR guided speech, IVR Self-help, Contact routing, Queue set up and other contact services technology within Omni channel. The role is...

At Refinitiv, an LSEG business, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyse change.  As a Customer Success Manager, you will be a trusted advisor to our Customers in the Investment and Wealth Solutions proposition, who would utilize our products and services to aid their workflow. This role focuses primarily on driving the value creation and execution of the retention strategy to ensure adoption, integration and expansion of our solutions into the daily workflow of our customers and end-users. You will work mainly with client groups in IB & Research Support Departments, Private Equity, Developers, Equity offshore support in financial services. You will own the Customer Success Plans and the delivery of all agreed upon milestones. You will visit customers and build relationships with key stakeholders and user community to ensure we are delivering the ultimate customer experience. You will partner with the...

Associate Customer Success Manager Position Summary This is a post-sales role which drives commercial value creation through adoption of Risk solutions purchased by the customer to achieve revenue retention and customer engagement. The Associate Customer Success Manager plays a key role in enhancing customer experience by leveraging a network of experts across LSEG and ensuring customers’ business objectives are achieved though full utilization of solutions into the daily workflow of end-users. The Associate Customer Success Manager will provide customers with a differentiated customer experience, helping them to realise the full value of our Risk solutions. Position is open in Belgium, The Netherlands or Luxemburg with the expectation of travel to attend face to face client meetings. Role Responsibilities Drives commercial value creation through adoption of all Risk solutions purchased by the customer to achieve revenue retention and customer engagement...

The LCH Collateral Technology department provides systems for the efficient processing (and investment) of collateral posted to the Clearing House from all participants on all markets cleared by LCH. Our Clearing Members demand standardized and high-quality services that allow them to easily manage their collateral at the Clearing House. Improving and developing out Collateral Services is at the fore of LCH strategic goals.  Our ability to deliver, receive and process collateral efficiently and rapidly is key to our success in an environment of increased collateral demand and changing segregation requirements. LCH uses market infrastructure providers, commercial banks, central banks, triparty collateral management agents, global custodians and (I) CSDs in day-to-day operations.  We accept collateral from a wide range of jurisdictions and operate under European and US regulations. As LCH develops its collateral services, we need experienced and talented individuals to drive...

Data and Analytics Division We are a global leader in data and analytics, providing a broad range of investment solutions and indices, trading workflow, capital market and wealth advisory, and risk intelligence. We work as a partner to our customers in every major global market. Our ambition is to shape the future of our industry to serve our customers and markets better. We’ll do that by building an inclusive culture that aims to connect, create opportunity and deliver excellence.  We have a great opportunity for a Sales Professional within the Risk and Compliance space to join our growing and dynamic team who has a passion for sales. You will be responsible for a gross recurring and outright sales revenue goal. Insight into the Role As a subject matter expert to Corporates Compliance Risk Management, you will be focusing on all sales (new, cross-sells, up-sells) for our Risk & Compliance proposition to Corporates clients in a given territory with both...