Join a team where your ability to build meaningful client relationships will directly shape the success and experience of leading investment organisations.
In this role, you will play a pivotal part in guiding clients through their journey with our products, ensuring they see tangible value from day one. You’ll work closely with engaged stakeholders, collaborate with multiple internal teams, and gain deep exposure to the investment technology landscape. This is a rare opportunity to step into an influential, client‑facing role where you can develop your expertise, contribute to strategic conversations, and refine your skills across communication, relationship management, and product enablement.
Your key responsibilities as a Customer Success Manager will include:
- Accompanying clients as they transition from new prospects to confident and active users of our products.
- Building strong, long-term relationships focused on loyalty, satisfaction and measurable outcomes.
- Proactively identifying potential issues and recommending innovative solutions to help clients succeed.
- Staying up to date with our products and each client’s business needs to provide relevant, value‑added insights.
- Monitoring client usage and engagement to ensure they get maximum benefit from our services.
- Collaborating with internal teams to align client needs with our product and service development strategy.
You will need the following experience and skills to join us as a Customer Success Manager:
- You must have proven customer success experience within the finance or financial services industry.
- Experience using Salesforce
- You will have excellent presentation and communication skills.
- You should have strong influencing, negotiation and persuasion abilities.
- You will be confident in building trusted, long‑lasting relationships.
- You must be adept at managing multiple priorities with diligence and attention to detail.
FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.
Skills Required
- Proven customer success experience within the finance or financial services industry
- Experience using Salesforce
- Excellent presentation and communication skills
- Strong influencing, negotiation and persuasion abilities
- Adept at managing multiple priorities with diligence and attention to detail
What We Do
FE fundinfo is a leading financial data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. Through our data and intelligence, we empower the investment management industry to drive asset growth, reduce operational costs and manage risk, reducing time to market via preferred distribution channels. Our solutions help our customers manage risk, enhance operational efficiency and drive returns for their investors.
