Customer Sucess Manager Pricing Reference Services
Core
Partner with financial institutions to drive adoption, accelerate outcomes, and expand strategic use of Pricing & Reference Services solutions.
Role type
Manager-level Customer Success Manager (Financial Services)
Builds
Pricing & Reference Services (PRS) solutions for financial institutions
Domain
Financial Services / Data Infrastructure
Deliverable
client delivery
Required skills
B2B customer success, account management, consultative selling, financial content knowledge, technical stakeholder engagement, pricing services expertise, reference data workflows, data governance, AI tool familiarity, customer discovery leadership, project management
Preferred skills
SaaS experience, executive relationship building, up-sell/cross-sell collaboration, onsite travel capability
Technologies
Pricing services, reference data, valuation workflows, security master data, data management platforms, APIs, cloud-based data delivery solutions, generative AI tools
Responsibilities
Define business outcomes and success plans; educate customers on enterprise platforms; monitor usage and account health; identify organic business expansion opportunities; ensure maximum ROI from services; build relationships with decision makers to gather intelligence and influence adoption.
Seniority
Manager, hands-on IC with strategic advisory role