Client Experience Relationship Manager
Core
Own a dedicated book of Data Vantage client accounts, driving retention, expansion, and long-term client success across market data, index, and options risk and market analytics product lines.
Role type
Senior Account/Relationship Manager (Financial Services)
Builds
Client retention, renewal management, and expansion opportunities for market data and analytics products
Domain
Financial Services / Market Data & Analytics
Deliverable
client delivery
Required skills
Account management, client success, relationship management, renewal lifecycle management, executive stakeholder engagement, CRM discipline, commercial strategy alignment, product feedback integration
Preferred skills
Index/market data/options product knowledge, financial industry contact base, Salesforce proficiency, Jira/Sigma familiarity, Cboe product familiarity
Responsibilities
Manage assigned tiered portfolio of accounts, own renewal process to minimize churn, monitor client usage trends, conduct quarterly business reviews, act as client advocate for complex issues, partner with Sales for expansion leads, surface client feedback to product teams, assist with new client onboarding, maintain CRM discipline and portfolio metrics
Seniority
Senior, hands-on IC