Client Success Manager

Overview

In this Client Success Manager role at FE fundinfo, you nurture long-term relationships with asset managers and distributors while guiding clients to become proficient users of Data Mastering. You’ll bridge client needs with product strategy, acting as the voice of the client to shape roadmap and ensure value realization. This position sits at the intersection of client relationships and product development, offering impact through data-driven insights and a focus on client success. You will collaborate with cross-functional teams to deliver a trusted, high-value experience that supports growth and retention.

Pay / Benefits

• 25 days of annual leave
• option to buy extra 5 days
• enhanced parental leave
• pension scheme
• sponsored learning and formal qualifications
• private medical insurance

Responsibilities

• Guide new Data Mastering clients from sales prospect to active user
• Build and maintain long-term relationships across a portfolio of asset management and distribution clients
• Proactively identify opportunities for clients to derive more value from Data Mastering products and services
• Monitor client product usage and engagement to ensure ongoing value realization
• Keep up-to-date with clients’ evolving needs to make timely, relevant recommendations
• Coordinate with product, operations, and data strategy teams to align client requirements with the product roadmap

Key requirements

• Background in the fund industry or B2B client success/relationship management
• Experience in SaaS or technology environments is preferred
• Proven ability to build trust with stakeholders at all levels
• Fluent in using Salesforce and Microsoft Office Suite (including Excel); comfortable with AI tools to boost productivity
• Strong communication and presentation skills with the ability to explain complex concepts clearly
• Resilient, analytical, and able to work independently or in a team

• trust-building
• clear communication
• presentational skill
• Salesforce
• Microsoft Office Suite (Excel)
• AI tools

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