Customer Success Manager, Trading

Company: Jobs via eFinancialCareers

Location: New York, NY

Salary: $97.5k - $162.5k per year

Type: Full-time

Level: Senior

Posted: 2026-02-22

About this role

Summary
Customer Success Managers connect our most strategic clients to LSEG's portfolio of software and desktop solutions. This specialist plays a vital role in ensuring our customers unleash the full power of our products by discovering and implementing workflow solutions while continuously providing guidance throughout the customer's journey.


Job Description
We are looking for a highly driven and enthusiastic professional to join our Customer Success Team specialized in Trading. You will serve as a trusted advisor to Commodities and Equities focused customers, helping them use our products to navigate the electronification of financial markets, meet regulatory requirements and run their Sales & Trading business.


A Customer Success Manager (CSM) plays a key role in ensuring that our customers fully leverage the value of the solutions purchased, creating conditions for optimal renewal and upselling. In a role that is comprised of relationship management, client education, data science and deep workflow expertise, the CSM manages a portfolio of accounts and end-users, being responsible for successful adoption, retention, and expansion of our Trading solutions.


Role Overview:

  • Act as subject matter expert for LSEG Trading solutions, including our flagship desktop Workspace , and our content across Commodities.
  • Own the customer engagement for your portfolio: contact users, build relationships, provide thought leadership, and ultimately drive adoption of our solutions.
  • 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 and technologies, including the Workspace platform, in a manner that is tailored to their specific use-case.
  • Monitor and assess customer health leveraging internal dashboards and your understanding of your customer business...

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