Client Success Manager

• As a Client Success Associate at FE fundinfo, you will own a portfolio of clients using our Data Mastering products, guiding them from their earliest steps as new users through to becoming confident, long-term partners
• This is a role where your instinct for building trust and your understanding of the fund industry translate into real impact – for your clients and for the business
• You will have the opportunity to work at the intersection of client relationships and product strategy, representing client voices internally and helping shape how our solutions evolve
• Guiding new Data Mastering clients through their transition from sales prospect to active, confident product user
• Building and maintaining close, long-term relationships across a portfolio of asset management and distribution clients
• Proactively identifying opportunities to help clients get more value from our Data Mastering products and services
• Monitoring client product usage and engagement to ensure clients are consistently benefiting from our solutions
• Keeping current with our portfolio and clients’ evolving business needs to make timely, relevant recommendations
• Coordinating with internal teams across product, operations, and data strategy to connect client requirements with our development roadmap

Benefits

• Training & Career Development
• Health & Wellbeing Initiatives
• Versatile Working Principles – we value in-person time with our colleagues, yet understand the benefits working from home can bring
• Community Impact – our charity initiatives respond to local causes that resonate with our employees
• FE fundinfo’s Community Day gives each of our employees the opportunity to dedicate a day of work time to a meaningful cause

You are resilient, analytical, and equally comfortable working independently and as part of a collaborative team You have strong communication and presentation skills, able to convey complex propositions with clarity and professionalism You are confident using Salesforce, the Microsoft Office Suite including Excel, and are comfortable applying AI tools to improve your productivity Around one year of experience in a client-facing role, ideally in B2B client success, account management or relationship management You have demonstrated the ability to build trust and rapport with stakeholders across all levels of a client organisation

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