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The IWS CSM will own a portfolio of accounts across UKI in the Asset & Portfolio Management plus Wealth Management sectors. The individual will be responsible for driving retention and identifying growth opportunities. The role involves creating & leveraging strong customer relationships, driving platform adoption, understanding customer workflow and enhance end user experience with IWS desktop Solutions.
Responsibilities are as follows:
- Proactively identify “at risk” customers/end users and established retention strategies to mitigate risk. Tactically focus on user workflow and data requirement;- Increase product usage by delivering relevant new content set and technology enable your customer leverage the latest market news, content and technology to maximise their business revenue;- Collaborate closely with the Account Management teams to deliver joined up service to develop and execute Customer Success strategies for Refinitiv’ accounts;- Build and maintain strong customer relationships at all levels of customer organisations;- Understand your customer operations and their different business units and established the key decision makers- Anticipate and analyse market trends and develops strategies and tailored solution to fulfil customers’ need- Participate or lead on large scale migration, upgrades and other displacement projects- Create quarterly customer success campaign to increase product adoption and help drive retention and growth opportunity- Utilise business Intelligence and execute business campaign to promote targeted value-added solutions that help improve your customer’s sales and retention;- Advocate for product and service opportunities, information or feedback gathered through client interaction to appropriate internal resources, including relevant business issues;- Understand the competition in the marketplace and can easily differentiate to the customer our USPs;-
- Accurately maintain client data in the CRM system.
At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise of creating essential partnerships and open opportunities. Our open culture is central to how we deliver our purpose - driving financial stability, empowering economies and enabling customers to create sustainable growth - in everything we do.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 70 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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