Customer Success Manager- Investment

4 months ago


مصر, Egypt London Stock Exchange Group Full time

Job Description

A customer success manager (CSM) connects our clients to LSEG' s investment solutions, including desktop, analytics, and feeds. The CSM plays a vital role in ensuring that our customers fully leverage the value of LSEG by discovering and implementing workflow solutions while continuously providing guidance throughout the customer journey.

This is a post-sales role which drives commercial value creation through adoption of all LSEG solutions purchased by the customer to achieve revenue retention and customer engagement. The customer success manager plays a key role in enhancing customer experience by utilizing a network of experts across LSEG and ensuring customers' business objectives are achieved though full utilization of solutions into the daily workflow of end-users. The scope includes engaging with customer in the investment and advisory space and identification of opportunities (cross sell, up sell) that are passed through to sales and account management.

Equal parts trusted advisor and product expert, the CSM transforms our client's business through user adoption of our suite of solutions & creates the conditions for optimal renewal and upsell growth.

Role Responsibilities

Clearly define business outcomes and orchestrate a comprehensive success plan inclusive of customer objectives, stakeholders, milestones, risks, and metrics needed to achieve them.

Demonstrate and educate new customers on how to use our products, content, and technologies in a manner that is tailored to their specific use-case.

Monitor usage, health gauges, competitive landscape, and any other relevant data to create a retention strategy.

Find leads and connects with sales to work on growth opportunities. (upsell and cross-sell).

Work along other teams such as account managers, market development and customer proposition to ensure we are addressing our customers' needs.

Bring in customer intelligence and feedback.

Ensure customers derive maximum value from their investment in LSEG services and solutions, utilize all licenses and collaborate with other LSEG stakeholder teams to ensure retention and growth.

Build, maintain, and leverage strong relationships with business decision makers and users within each account to influence adoption.

A CSM will be measured by:
Breadth & depth of customer relationships.

Portfolio retention.

Escalation and risk mitigation management.

Product adoption, contributions to growth and renewals.

Qualifications/Skills

BCom/BSc degree

2-5 years of experience in the financial services industry, preferably investment banking, asset management, portfolio management or research analysis.

Financial market knowledge & understanding of market landscape; ability to engage with & understand the needs of researchers, economists, investment & portfolio managers.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of **Integrity, Partnership **, **Excellence **and **Change **underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 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 mental health or physical disability needs.

Job ID R0086317



  • مصر, Egypt London Stock Exchange Group Full time

    A Customer Success Manager (CSM) connects our clients to LSEG' s investment solutions, including desktop, analytics, and feeds. The CSM plays a vital role in ensuring that our customers fully leverage the value of LSEG by discovering and implementing workflow solutions while continuously providing guidance throughout the customer journey. This is a...


  • مصر, Egypt LSEG (London Stock Exchange Group) Full time

    A Customer Success Manager (CSM) connects our clients to LSEG’ s investment solutions, including desktop, analytics, and feeds. The CSM plays a vital role in ensuring that our customers fully leverage the value of LSEG by discovering and implementing workflow solutions while continuously providing guidance throughout the customer journey. This is a...


  • مصر, Egypt Commvault Full time

    **About Commvault** Commvault (NASDAQ: CVLT) is the gold standard in cyber resilience. The company empowers customers to uncover, take action, and rapidly recover from cyberattacks - keeping data safe and businesses resilient. The company’s unique AI-powered platform combines best-in-class data protection, exceptional data security, advanced data...


  • مصر, Egypt FlairsTech Full time

    Cairo - 6+ years Experience - Business Operations & Support Services Department **About the job**: **Requirements and responsibilities** **Job Description**: - Develops Healthy Customer Relationship. - Acts as a Customer Advocate and point of contact. - Upsell services and products with the brand image - Review customer complaints and concerns and seek to...


  • مصر, Egypt FlairsTech Full time

    Cairo - 1 years Experience - Business Operations & Support Services Department **About the job**: **Requirements and responsibilities** Roles & Responsibilities - Develops Healthy Customer Relationship. - Acts as a Customer Advocate and point of contact. - Upsell services and products with the brand image - Review customer complaints and concerns and seek...


  • مصر, Egypt RSA Full time

    **RSA - Digital Customer Success Manager** RSA provides trusted identity and access management for 12,000 organizations around the world, managing 25 million enterprise identities and providing secure, convenient access to millions of users. RSA specializes in empowering security-first organizations in financial services, healthcare, energy, technology...


  • مصر, Egypt Commvault Full time

    **About Commvault** Commvault (NASDAQ: CVLT) is the gold standard in cyber resilience. The company empowers customers to uncover, take action, and rapidly recover from cyberattacks - keeping data safe and businesses resilient. The company’s unique AI-powered platform combines best-in-class data protection, exceptional data security, advanced data...


  • مصر, Egypt VMware Full time

    **Cloud Customer Success Manager (USA working hous/days)** **The Elevator Pitch: Why will you enjoy this new opportunity?** The most advanced companies in the world turn to VMware to manage, grow, and transform their business. When you work here, you’re connected to a global community of innovative, empowered employees working together to solve the most...


  • مصر, Egypt Orange Business Full time

    **About the role**: **Purpose of the job** Unified Communications market is changing fast with the tremendous usage of cloud base solution and Orange has a key role to play in this transformation. This drives to a deep change of the Operations approach (move from a reactive approach to a Customer Success approach on which proactivity is a key success...


  • مصر, Egypt VMware Full time

    **The Elevator Pitch: Why will you enjoy this new opportunity?** Does leading a regional team of world class technical customer success managers make your spine tingle? Are you passionate about partnering with IT practitioners, developers, leaders, and executives at globally recognized companies to solve real problems? Do you already have experience...

  • Investment Analyst

    4 months ago


    مصر, Egypt Pillars Consultancy Full time

    We are searching for an investment analyst to evaluate and research trends and opportunities for our clients. In this role, you will perform research, valuations, and appraisals of financial instruments, markets, and businesses and interact with other team members to deliver quality investment directives to our clients and business. To ensure success as an...


  • مصر, Egypt Unilode Full time

    **About Unilode** **Position Overview** The Customer Success Supervisor is a senior Customer Success Coordinator and transformational leader who is responsible for realizing continuous improvements. They focus on further enhancing our customer success for the Unilode community at their assigned station(s) through taking charge, resolving issues...


  • مصر, Egypt SITA Full time

    **Overview**: **_WELCOME TO SITA_** **Ready to redefine air travel? The journey starts here, with you at SITA.** **_ ABOUT THE ROLE & TEAM:_** One of the primary objectives of this role is to make SITA customers successful by partnering and advocating with them (up to Director level) on SITA Service Management solutions that will help our customers...


  • مصر, Egypt SITA Switzerland Sarl Full time

    Overview: **_ WELCOME TO SITA_** **Ready to redefine air travel? The journey starts here, with you at SITA.** **_ ABOUT THE ROLE & TEAM:_** One of the primary objectives of this role is to make SITA customers successful by partnering and advocating with them (up to Director level) on SITA Service Management solutions that will help our customers achieve...

  • Investment Manager

    4 months ago


    مصر, Egypt EGBank Full time

    Main Responsibilities Managing and directing the investment team, and assisting the managing director to ensure that the firm’s investment strategy is set and implemented Strong knowledge and insight into market trends, economic conditions, and conduct market research to identify investment opportunities and risks. This can include researching themes and...


  • مصر, Egypt Teradata Full time

    Customer Success Manager Government What You’ll Do In this role you will, own the account strategy for engagement, adoption and success planning. Manage and curate existing customer relationships leveraging strong executive relationships to drive business growth, customer value, satisfaction, and retention within the assigned accounts. Demonstrate...


  • مصر, Egypt LSEG (London Stock Exchange Group) Full time

    A Customer Success Manager (CSM) connects our clients to Refinitiv’s trading solutions, including desktop, transactions, and feeds. The CSM plays a vital role in ensuring that our customer’s fully leverage the value of Refinitiv by discovering and implementing workflow solutions while continuously providing guidance throughout the customer’s...


  • مصر, Egypt London Stock Exchange Full time

    A Customer Success Manager (CSM) connects our clients to Refinitiv's trading solutions, including desktop, transactions, and feeds. The CSM plays a vital role in ensuring that our customer's fully leverage the value of Refinitiv by discovering and implementing workflow solutions while continuously providing guidance throughout the customer's journey. In a...


  • مصر, Egypt IBM Full time

    **Introduction** A Customer Success Manager Architect (CSM) career in IBM means a career where you're helping clients fully realise the value of their existing IBM products, whilst growing their adoption of next-generation technologies from across IBM's wider portfolio. It means being a trusted strategic advisor to some of the world's most transformational...


  • مصر, Egypt Carrot Fertility Full time

    **About Carrot**: Carrot Fertility is the leading global fertility care platform, serving people of every age, race, income, sex, sexual orientation, gender, marital status, and geography. Trusted by hundreds of multinational employers, health plans, and health systems, Carrot's comprehensive clinical program delivers industry-leading cost savings for...