Customer Success Manager

Role overview

This position is for a client-facing Customer Success Manager working in the financial data and analytics sector. The role focuses on building strong long-term relationships with customers, helping them get value from data, analytics, and workflow products, and supporting retention and renewals through effective engagement.

What you'll do

• Act as the main post-sale contact for an assigned group of clients, taking ownership of the relationship and guiding a smooth onboarding process.
• Encourage product usage by learning how each client works and tailoring the platform to their business goals.
• Provide regular coaching, product walkthroughs, and practical guidance so clients can use the solution more effectively.
• Work closely with Sales, Product, and Support teams to address problems and share customer insights internally.
• Help secure renewals by clearly showing the ongoing value delivered and by maintaining strong connections with key stakeholders.
• Run scheduled account reviews, prepare usage updates, and present business review discussions with clients.
• Keep up to date with market trends, industry developments, and product changes so advice to clients remains relevant and informed.

Application note

Candidates whose experience matches the role requirements are encouraged to submit their CV for consideration.