Relationship Manager, Client Experience
Core
Own a dedicated book of Data Vantage client accounts, driving retention, expansion, and long-term success across market data, index, and options risk products.
Role type
Senior Account Manager (Client Experience)
Builds
Market data, index, and options risk products for financial market participants
Domain
Financial Services / Market Infrastructure
Deliverable
client delivery
Required skills
account management, client success, relationship management, renewal lifecycle management, executive presence, CRM discipline, commercial strategy, product intelligence, stakeholder management
Preferred skills
index products knowledge, market data products knowledge, options products knowledge, Salesforce proficiency, Jira familiarity, Sigma 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; Act as client advocate coordinating across Product, Technology, Operations, Legal, and Compliance; Partner with Sales to identify expansion leads; Surface client feedback to product teams; Improve friction points in the client journey; Assist with new client onboarding and training; Maintain strong CRM discipline and report against portfolio metrics.
Seniority
Senior, hands-on IC
