FE fundinfo - Client Success Manager

FE fundinfo

FE fundinfo is a global leader in investment fund data and technology.

We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

We are currently recruiting a Client Success Manager to join our team in Chennai.

Our Client Success team is responsible for building strong relationships with clients operating as their trusted partner.

Focused on enabling client outcomes by maximizing the benefits from the products and services we provide.

They understand their client's needs and focus on adding value and identifying opportunities throughout the journey to delight, drive client satisfaction and retention.

Your key responsibilities as a Client Success Manager will be to:.

Key Responsibilities:

- Build strategic relationships with assigned customers to ensure successful outcomes using FE fundinfo's products and services.

- Facilitate the customer journey from onboarding to ongoing engagement.

- Drive successful outcomes and retention, serving as the main point of contact.

- Ensure customers understand the onboarding process, new products, and services, maximizing their benefits.

- Conduct quarterly check-ins to address client needs and develop success plans.

- Review escalated cases for quick resolution.

- Gain industry knowledge to discuss customer challenges and opportunities effectively.

- Share customer feedback and insights with internal departments to influence and introduce solutions.

- Adhere to all general security responsibilities as per the company security policy.

Skills and Experience:

- 3-5 years of experience in a client-facing role (CSM, Client Support) as a strategic and supportive partner.

- Strong customer-first approach with the ability to understand customer needs.

- Exceptional stakeholder management skills and experience including up to C+ level both internal and external.

- Excellent communication skills for both small and large audiences, with the ability to understand and interpret client/business data.

- Proven ability to identify areas for improvement and contribute to change.

- Strong analytical skills to assess client requests within the broader product roadmap context.

- Knowledge of Salesforce is a plus.

Benefits:

- 24 days holiday.

- Paid Study leave.

- Enhanced paternity & maternity.

- Statutory benefits like PF, Gratuity, etc.

- Support to set up home office.

- Health cover with option to add family members.

- Annual health check up.

- Meal cards.

- Full LinkedIn Learning access.