Customer Success Consultant

Customer Success Consultant - LSEG

Customer Success Consultant - LSEG

The Customer Success Consultant Role empowers clients to unlock measurable outcomes through LSEG's industry-leading workflow tools, including financial desktop applications and APIs, ensuring adoption, retention, and growth of LSEG's business.
The CSC role will also include special projects such as driving competitive displacements and aligning with product teams on future development of LSEG solutions. Each consultant supports pre-sales and post-sales initiatives through direct partnership with Proposition Sales as well as Customer Success Managers.
The team works across capital markets, wealth, and advisory clients to ensure they derive the maximum value from LSEG solutions.

Key Responsibilities

* Provide high quality, consistent, end-to-end customer experience in the use and interpretation of our products and data to maximize revenue growth, strengthen strategic client relationships, and improve customer experience.

* Activities include product demonstrations and customer education conducted both on-site and remotely
* Construction of detailed spreadsheets and Excel models that support client research and analysis activities
* Ensure a high level of customer satisfaction, with a focus on delivering outcomes and impact
* Consistently upgrade knowledge base and product expertise to improve overall client experience for demos, education, and support
* Partnership with sales on new business including driving displacement efforts
* Liaise with and maintain consistent dialogue with Account and Sales teams to ensure a coordinated approach to valuable support services, with a particular emphasis on global investment banks and investment management firms
* Consolidate customer feedback on data and products to Business and Product owners to influence product evolution toward best meeting client needs
* Working with technical teams to test and validate product installations
* Coordinate with the other Consultants and internal teams to maintain a global structure during large scale projects.

Educational Qualifications & Knowledge

* Bachelor's Degree or equivalent experience in relevant subjects (Business or Finance)
* Completion of CFA Charter preferred / (Sitting for the exam is strongly encouraged)
* Preference for post-graduate qualifications and/or professional certifications (CFA,CAIA, CPA) are considered a plus
* Experience with constructing Excel models (including financial modelling, analytical reasoning, and problemsolving abilities)
* Portfolio management or banking experience using LSEG and/or competitor products or other relevant work experience is a plus

Work Experience & Skills

* Strong customer relationship and consultative focus for both internal and external customers, with a track record of acting as a proactive and trusted advisor
* 2+ years Investment Banking, Trading, or Investment Management Industry knowledge; specific experience in trading, portfolio management, equity research or investment banking
* Excellent face-to-face presentation, written communication, and interpersonal skills
* Ability to work well within and influence team
* Great teammate with the ability to drive business operational improvement and focus on sustainability
* Intermediate skills with Excel modelling and data skills, gained from work within the financial services industry

Career Stage:

Compensation/Benefits Information:

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

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.

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.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it's used for, and how it's obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.