Client Success Manager

3 weeks ago

London, Greater London, United Kingdom Exegy Full time
About the Role

We are seeking a highly skilled Client Success Manager to join our team at Exegy. As a Client Success Manager, you will be responsible for delivering exceptional client service and ensuring the successful adoption and expansion of our solutions within your assigned portfolio of accounts.

Key Responsibilities:

  • Develop a deep understanding of our clients' operations and ensure that Exegy is viewed as a trusted partner to help them achieve their goals and desired outcomes.
  • Build and maintain strong client relationships, specifically with key decision makers, throughout all levels of your assigned accounts.
  • Lead all project deliverables handed over from the pre-sales teams, focusing on delivery management, client timelines/SLAs and recognizing revenue of services.
  • Liaise with clients and internal implementation teams to translate requirements into project milestones setting transparent and accurate expectations.
  • Create and lead communications defined with clients to provide proactive and timely status updates for deliveries, releases, and ongoing support cases.
  • Navigate the organization effectively to prioritize key deliverables based on dependencies and critical paths with client input.
  • Complete the "Fit for Service" process with our Support team for continued operational monitoring and stability.
  • Proactively identify roadmaps for releases and upgrades showcasing the capabilities to maximize value of Exegy's solutions.
  • Participate or lead on large scale migrations and other displacement projects.
  • Partner with Account Managers, Solutions Consultants, Product Managers, Engineering and Client Support, among other teams, to ensure we are addressing clients' needs, acting as their voice at Exegy.

Requirements:

  • 5+ years in client success, sales, consulting, or similar client-facing roles.
  • Client-Centric Mindset: Dedication to helping clients achieve their business goals with Exegy's solutions.
  • Financial Markets Knowledge: Understanding of Equities, Fixed Income, Derivatives, and Money Markets in the context of Sales and Trading, along with relevant technologies.
  • Relationship Building: Ability to connect with stakeholders at all levels, from C-Suite executives to end-users.
  • Analytical Skills: Use data to drive decisions, solve problems, and simplify complex issues.
  • Project Management: Strong experience managing multiple workflows and delivering results.
  • Communication: Skilled in facilitating meetings and presenting effectively to diverse audiences.
  • Proactive Attitude: Independent, positive, and team-oriented approach with a focus on client service.
  • Technical Proficiency: Familiarity with Jira, Salesforce, Confluence, and MS Office.

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