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, revenue expansion, and product adoption within the financial services sector
Domain
Financial Services / Market Data & Derivatives
Deliverable
client delivery
Required skills
Account management, client success, relationship management, renewal lifecycle management, executive stakeholder engagement, CRM discipline, financial industry network, product intelligence, cross-functional collaboration
Preferred skills
Index/market data/options product knowledge, Salesforce proficiency, Jira, Sigma, Cboe products familiarity
Technologies
Salesforce, Jira, Sigma
Responsibilities
Manage a tiered portfolio of client accounts ensuring structured coverage; Own the renewal process to minimize churn; Monitor client usage trends and flag underutilization; Conduct regular check-ins and quarterly business reviews; Act as client advocate coordinating with Product, Technology, Legal, and Compliance; Partner with Sales to identify expansion leads; Surface client feedback to product teams; Assist with new client onboarding and training; Track billing delinquencies and report against portfolio metrics.
Seniority
Senior, hands-on IC