Customer Success Manager

3 weeks ago

Woking Surrey, United Kingdom FE fundinfo Full time

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 for a Customer Success Manager to join our team in Woking (hybrid, 1 day/week in the office). The following information provides an overview of the skills, qualities, and qualifications needed for this role. Our Client Experience team is crucial to the success of our industry-renowned customer service function; this function is vital in enabling our clients to achieve their business goals. Your key responsibilities as a Customer Success Manager will include:

  • Assisting our customers throughout their journey from sales prospects to becoming active users of our products
  • Delving into the world of customer loyalty and cultivating strong, enduring connections
  • Ensuring customer success by anticipating and resolving issues before they arise; Stay ahead of the curve by proactively identifying opportunities and presenting cutting-edge solutions to help our customers thrive with our products.
  • Staying informed about our diverse product offerings as well as our customers' businesses and requirements to provide insightful suggestions and recommendations
  • Keeping a close eye on our customers to ensure they are consistently reaping the maximum benefits from our products and services
  • Coordinating with internal teams to align our customers' needs with our products and services development strategy
To join us as a Customer Success Manager, you will need the following skills and experience:
  • You must have asset management/industry experience
  • You must possess exceptional presentation and communication skills
  • You should have prior experience in customer success
  • You must be skilled in exerting influence, engaging in negotiation, and effectively persuading others
  • You should possess an analytical mindset and be inclined to make connections
  • You have a strong familiarity with Microsoft 365, particularly Excel and PowerPoint
  • You will need excellent relationship-building skills and client-facing experience
  • You will ideally have a degree in Economics or Finance
  • You will ideally have prior knowledge of Salesforce
By joining the team at FE fundinfo as a Customer Success Manager, you will be offered the following:
  • 25 days annual leave (option to buy an additional 5 days per year)
  • Enhanced paternity, maternity, and shared parental leave
  • Pension scheme
  • Sponsored learning and development, including formal qualifications
  • Health cover
  • Discounted gym memberships
  • Bike to Work scheme
  • Eye care and flu jabs
In addition, you will have the opportunity to work for a company that values Trust, Connectivity, and Innovation. In line with our core values, you can also expect the following:
  • Full LinkedIn Learning access
  • A sustainable business that cares for the environment and our communities
  • Opportunities to give back to local communities through volunteer days
  • Versatile work options to support your unique work-life balance
  • Becoming a part of Charity Challenges to raise money for charities selected by employees
  • Options to join and lead diversity and inclusion initiatives
  • Invitations to office social events and sports activities
Apply today for immediate consideration and we will endeavour to get back to you within 5 working days. Visit our Glassdoor profile or fefundinfo.com to find out more about life @ FE fundinfo

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