Client Experience Relationship Manager
Core
Own a dedicated book of Data Vantage client accounts, driving retention, expansion, and long-term success across market data, index, and options risk and analytics product lines.
Role type
Senior IC client experience relationship manager
Builds
Retention and expansion of recurring revenue accounts in financial market data and risk analytics
Domain
Financial services, market data, index, and options risk analytics
Deliverable
client delivery
Required skills
account management, client success, relationship management, renewal lifecycle management, executive stakeholder engagement, tiered book of business management, CRM discipline, product feedback synthesis
Preferred skills
index/market data/options product knowledge, financial industry network, Salesforce proficiency, Jira and Sigma familiarity
Technologies
Salesforce, Jira, Sigma
Responsibilities
Manage renewal process to minimize churn, monitor client usage trends and flag underutilization, conduct quarterly business reviews, act as client advocate for complex issues, partner with Sales to identify expansion leads, surface client feedback to product teams, assist with new client onboarding and training, maintain CRM discipline and report on portfolio metrics
Seniority
Senior, hands-on IC
