Customer Success Manager, Workflows, Sales& Trading
Core
Trusted advisor supporting financial market professionals in adoption, engagement, and retention of trading, market data, analytics, and workflow solutions.
Role type
Senior Associate Customer Success Manager (Sales & Trading)
Builds
Customer adoption and value realization for trading and workflow solutions
Domain
Financial markets infrastructure and data
Deliverable
client delivery
Required skills
Customer success planning, stakeholder management, business review facilitation, risk mitigation, cross-functional collaboration, market feedback synthesis
Preferred skills
Experience with financial institutions, training delivery, strategic account planning
Responsibilities
Develop and execute Customer Success Plans, drive adoption through client engagements and training, monitor customer health and renewal risks, conduct business reviews, provide Voice of Customer insights to Product and Commercial teams
Seniority
Senior Associate