Client Success Manager

FE fundinfo; Greater London; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

25 days annual leave

Paternity/maternity leave

Pension scheme

Sponsored learning

Private medical insurance

Gym memberships

Bike to Work

Eye care & flu jabs

Job summary

FE fundinfo is seeking a Client Success Manager in London to own a portfolio of asset managers and distributors, guiding them from first steps as new users to confident, long-term partners. You will identify opportunities to add value, monitor usage, and coordinate with product and data teams to align client needs with our roadmap in a hybrid London role.

The position emphasizes relationship-building, strategic thinking, and cross-functional collaboration to navigate industry complexities with

Qualifications

• Experience in the fund industry or B2B client success.
• Proven ability to build trust and rapport with stakeholders at all levels.
• Strong communication and presentation skills; able to convey complex propositions clearly.

Responsibilities

• Guiding new Data Mastering clients through their transition from sales prospect to active product user.
• Building and maintaining close, long-term relationships across 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 benefit from our solutions.
• Keeping current with clients' evolving business needs and making timely recommendations.
• Coordinating with product, operations, and data strategy teams to align client requirements with our roadmap.

Skills

Fund industry

Client success

Relationship mgmt

Salesforce

Excel

AI tools

Communication

Presentation

Independent work

Tools

PowerPoint

Job description

Step into a relationship-first role where your work directly shapes how asset managers and distributors connect with the data they need to succeed.

As a Client Success Manager 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.

Your key responsibilities as a Client Success Manager will include:

• 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.

You will need the following experience and skills to join us as a Client Success Manager:

• You have a background in the fund industry, or experience in B2B client success or relationship management, ideally within a SaaS or technology environment.
• You have demonstrated the ability to build trust and rapport with stakeholders across all levels of a client organisation.
• You are confident using Salesforce, the Microsoft Office Suite including Excel, and are comfortable applying AI tools to improve your productivity.
• You have strong communication and presentation skills, able to convey complex propositions with clarity and professionalism.
• You are resilient, analytical, and equally comfortable working independently and as part of a collaborative team.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At FE fundinfo, we believe that great work happens when people feel supported, connected, and inspired to grow. Our London team works on a hybrid basis, giving you the flexibility to balance focused independent work with meaningful in‑person collaboration. We invest in your development through sponsored learning and formal qualifications, and we foster a culture where curiosity, teamwork, and a positive attitude are genuinely valued. You will join a diverse and highly skilled Client Success team that takes pride in doing right by clients and by each other.

Benefits:

• 25 days of annual leave with the option to buy an extra 5 days each year.
• Benefit from enhanced paternity, maternity, and shared parental leave.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Private medical insurance as employee wellbeing matters.
• Stay fit with discounted gym memberships.
• Take advantage of the Bike to Work scheme for eco-friendly commuting.
• Keep your eyes sharp with eye care and flu jab services.