Customer Success Manager, Commodities

A Customer Success Manager (CSM) connects our most strategic clients to LSEG's portfolio of software and desktop solutions. This is a client relations role to support our top accounts in Brazil at both financial institutions and corporates, specialized in Commodities and Energy. The CSM plays a vital 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 solutions.

• Develop as a subject matter expert across a selection of LSEG's Workflows Solutions, specifically our flagship desktop LSEG Workspace, our community chat LSEG Messenger and our Commodities data (agriculture, oil, gas, metals, sustainable finance). Drive adoption of financial analytics and reporting tools that our clients have purchased.
• Relationship Management: Manage the relationship with your portfolio of LSEG customers, from sale to onboarding and expansion. Build relationships, proactively contact users and visit sites in person, with a small amount of travel required (25%). Interact with a broad range of stakeholders at financial institutions: C-Suite, heads of desks and end users (traders, sales, research analysts, risk managers, developers).
• Monitor customer health and proactively identify risks. Assess depth of product usage, frequency, and quality of interactions, and incorporate your understanding of your customer. Create a strategy to mitigate any cancellation risk, partnering with different teams at LSEG and bringing customer intel back inclusive of competitor market in your segment.
• Education: Demonstrate and educate end-users on how to use our solutions and models in a manner tailored to their workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that their feedback is incorporated into investment decisions.
• Drive organic expansion within the book of business by actively uncovering new opportunities and proposing new products that solve their needs, bringing our Sales teams to upsell and cross-sell.
• Partner with Account Managers, Implementation Specialists, Product Managers and Customer Support, among other teams, to ensure we're addressing customers' needs and acting as their voice at LSEG.

• Customer engagement: breadth & depth of customer relationships
• Product Adoption
• Revenue attrition and risk mitigation plans implemented
• Contribution to sales and renewals
• Strategic projects and process improvement
• Portfolio Churn

• +3 years of experience in the financial services industry, preferably in relationship management, sales, or other customer facing role.
• Knowledge of Commodities & Energy Industry
• Fluent in Portuguese and English. Spanish a strong plus.
• Knowledge of Equity Markets & Analysis with understanding of Sales & Trading, structure of a Trading desk, venues and technologies used.
• Software Skills: proficiency in Excel, Excel Add-Ins, PowerPoint, APIs. Experience using LSEG, Refinitiv or Reuters solutions preferred.
• Strong interpersonal skills and experience building relationships internally and externally.
• Experience facilitating customer meetings and presenting to an audience in a concise and inspirational manner.
• Strong problem-solving skills.
• Proactive and positive attitude.
• You value quality and pay close attention to detail, taking full ownership and following-through.

• Competitive salary package: base + quarterly bonus
• 401(k) with matching contribution
• Comprehensive medical, vision, and dental coverage
• Flexible vacation and PTO policies
• Hybrid working with 2/3 days in the office or at client sites, and 2/3 working from home
• Learning and development opportunities for career growth
• A strong, collaborative culture working with colleagues globally
• Exposure to how technology powers financial markets in a role with day-to-day influence

Join us and be part of a team that values innovation, quality, and continuous improvement. LSEG is a leading global financial markets infrastructure and data provider focused on driving financial stability and enabling sustainable growth. LSEG is an equal opportunities employer dedicated to non-discrimination and providing reasonable accommodations as required by law.

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