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    Director, Customer Success- Asset/Wealth Mgmt. - New York, United States - LSEG (London Stock Exchange Group)

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    Regular, Part time
    Description

    As a leader championing customer success, you will lead a team of Customer Success Leaders and Customer Success Managers responsible for the retention and customer experience of LSEG's Workflow business, focused on Asset Management, Wealth, and Banking

    LSEG's Workflow business enables customers to access LSEG Workspace, an open ecosystem that includes unique market insights, exclusive access to Reuters news, groundbreaking analytics, and AI powered productivity tools that we're co-developing with Microsoft LSEG's flexible and open approach to financial workflow tools will impact the future of how financial markets information is consumed and shared. We are looking for a Customer Success Director who will help our clients reimagine their approach to analytics, technology innovation, and information discoverability. The successful candidate will focus onensuring clients realize the full value of our platforms to achieve their business goals through the creation of success strategies that drive adoption, integration, and expansion.

    Leadership Activities:

    • Lead and develop a team of impactfulLeaders and CSMs with deep industry expertise.
    • Develop the CSM strategyfor the business(critical metrics, marketing, community, playbooks) andensureexecution ofregional and global CSM programs.
    • Plan and execute on our ambition to upgrade customers to LSEG Workspace enabling them to access the exclusive benefits of LSEG's partnership with Microsoft.
    • Partner with our Business Unit Leaders to align on retention, growth and territory initiatives.
    • Create the strategy to recruit diverse talent, onboard, and develop existing talent to achieve the Customer Success directive and drive employee engagement.
    • Develop a culture of customer success, accountability, and collaboration across key partners: sales, customer operations, and product strategy.
    • Collaborate with regional and global peers to share best practices and create community.
    • Provide thought leadership to the CSM organization at the proposition, regional and global level.

    Customer Advocate:

    • Build strong client relationships to understand the market needs and drive voice of the customer internally for all decision making.
    • Collaborate with Customer Success Directors, product strategy and sales enablement to ensure the voice of the customer is aligned to retention campaigns and product strategy.
    • Drive awareness of the Customer Success team and value proposition with clients.
    • Participate in industry events for both Clients and Customer Success, be a brand ambassador forLSEGand bring trends back into the business to shape the organization.

    Commercial Engagement:

    • Partner with Sales and Account Managementto ensure retention campaigns and talent are aligned to drive positive renewal outcomes.
    • Collaborate with Sales and Customer Operations to ensure smooth hand offs in customer journey for optimal renewal and expansion outcomes.
    • Monitor and report on the overall customer health, adoption metrics, renewals, expansion opportunities and execution of Customer Success Plans.
    • Collaborate with product strategy to ensure upgrade, migration, and adoption campaigns are launched and achieved.
    • Find opportunities / risks and areas of improvement to theSales and Account Management leadership teamand align on actions to address.
    • Advise the Americas Sales Leadership team regarding trends, risks, and opportunities across clients.

    Experience Requirements:

    • 3+ years of people leadership experience within a Customer Success setting.
    • Seasoned mentor and coach equipped to develop and identify talent.
    • Ability to work in team-based, collaborativeenvironmentand passion for contributing to the creation of a best-in-class customer success function.
    • Consistent track record of exceeding retention, adoption, customer satisfaction and growth targets.
    • Demonstrated understanding of customer needs and technology trends with proven ability to develop strategy and implement.
    • Innovator who applies data to inform decisions,creative problem solver and ability to give constructive feedback and influence stakeholders.
    • Experience in delivering work from a global perspective in a cross-functional capacity would be an advantage.
    • Bachelors degree, MBA, or CFA preferred.

    What we offer:

    • Competitive salary package: base + quarterly bonus.
    • 401(k) with matching contribution.
    • Comprehensive medical, vision, and dental coverage.
    • Flexible vacation and PTO policies.
    • Hybrid environment with a mix of days in the office/visiting clients and home office.
    • Learning and development opportunities for career growth.
    • Strong, fun teamwork culture. We're passionate about driving success for our clients together.
    • A front seat into how technology powers financial markets.

    Compensation/Benefits Information (New York applicants only):

    LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $133,000 - $247,000.

    Compensation/Benefits Information (for all California based roles):

    LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $133,000 - $247,000.
    Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG's Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.

    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.

    Please take a moment to read this 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, .

    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.

    As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world-regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. LSEG is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.


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