Client Success Manager

4 weeks ago


Woking, Surrey, United Kingdom FE fundinfo Full time

About the Role

At FE fundinfo, we're seeking a talented Client Success Manager to join our team. As a key member of our customer success team, you'll play a vital role in ensuring our clients achieve their goals and get the most out of our innovative products.

Your Key Responsibilities

  • Accompany customers as they transition from sales prospects to active users of our products.
  • Foster strong relationships with clients to drive loyalty and long-term success.
  • Proactively identify and address potential issues to keep customers succeeding with our products.
  • Stay up-to-date with our range of products and understand customers' needs to make relevant suggestions and recommendations.
  • Monitor customer engagement to ensure they consistently use our products and services and derive the most value.
  • Collaborate with internal teams to connect customer needs with our product development strategy.

What We're Looking For

  • Experience in customer success within the finance industry.
  • Excellent presentation and communication skills.
  • Ability to influence, negotiate, and persuade effectively.
  • Strong relationship-building skills.
  • Diligence, self-motivation, and ability to work under pressure.

About FE fundinfo

We're a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe, and Asia Pacific. Our diverse and highly skilled team helps make our industry Better Connected and Better Informed.

What We Offer

  • 25 days of annual leave with the option to buy an extra 5 days each year.
  • Enhanced paternity, maternity, and shared parental leave.
  • Pension scheme.
  • Sponsored learning and development opportunities.
  • Comprehensive health coverage.
  • Discounted gym memberships.
  • Bike to Work scheme.
  • Eye care and flu jab services.


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