Posted By

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Rahul Atri

Consultant at ProEdge

Last Login: 12 April 2024

133

JOB VIEWS

36

APPLICATIONS

34

RECRUITER ACTIONS

Job Code

1043907

Customer Success Manager - Financial Services Domain

5 - 10 Years.Mumbai
Posted 2 years ago
Posted 2 years ago

About the Organisation: Our Client is one of the world's largest providers of financial markets data and infrastructure. With $6.25 billion in revenue, over 40,000 customers and 400,000 end users across 190 countries, the organisation is powering participants across the global financial marketplace. It provides information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. By combining a unique open platform with best-in-class data and expertise, it connects people to choice and opportunity - driving performance, innovation and growth for customers and partners.

About the Role: The Customer Success Manager is a post-sales role that is aimed to achieve revenue retention through customer engagement and relationship management. It requires a deep understanding of financial services and how front, mid and back offices operate.

Key Responsibilities:

- Deliver tailored engagements (e.g. enterprise workshops) that help customers to maximize the value derived from the organization's solutions post sale.

- Drive usage of API delivery for the Enterprise content.

- Educate clients on the impact of regulation on their Enterprise Content (MiFID II, FRTB).

- Have and maintain a clear revenue picture for the Enterprise suite of services within your client patch including key risk dates.

- Build up and maintain client relationship with business and application owners.

- Effectively communicate the Enterprise Road-map to existing clients in relation to their business drivers.

- Monitor customer health, interpret and take action on Enterprise usage information focusing on "at risk" customers to mitigate cancellations and identify value optimization opportunities.

- Shepherd customers to support channels available as part of the value provided.

- Develop and execute the customer success strategy for our platform (feeds and enterprise business) to drive revenue retention.

- Participate in industry events alongside the team to foster networking, brand presence, and stay up to date on industry trends.

Experience and Qualifications Required:

- 5+ years of customer success / client relationship experience, pre-sales, or consulting role preferably within a platform and/or content organization.

- Extensive understanding of Banks architecture, infrastructure and application environment. Ability to work with bank's Technology & Development Teams and Business silos (e.g. Equities, FICC, FX etc).

- Strong technical market data experience and knowledge of financial market data products, delivery services, APIs and protocol technologies

- Deep understanding and experience of Enterprise Technology, the Financial Services Industry and strong external network.

- Knowledge of WebSocket and REST API.

- Cross asset content knowledge covering real time and pricing and reference data feeds and the use of them into front office, middle office and back office applications.

- Experience in leading and coaching high performing teams.

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Posted By

user_img

Rahul Atri

Consultant at ProEdge

Last Login: 12 April 2024

133

JOB VIEWS

36

APPLICATIONS

34

RECRUITER ACTIONS

Job Code

1043907

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