Client Success Manager, Data Mastering

FE fundinfo; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

25 days annual leave

Enhanced parental leave

Pension scheme

Sponsored learning and development

Private medical insurance

Discounted gym memberships

Bike to Work scheme

Eye care and flu jab services

Job summary

FE fundinfo is seeking a Client Success Associate in London to guide asset managers and distributors from first use to long-term partnership. You will own a portfolio of Data Mastering clients, helping them extract value from our products and shape how solutions evolve.

This role blends relationship-building with product strategy, requiring clear communication, proactive problem-solving, and the ability to work across teams in a hybrid London environment.

Qualifications

• Around one year of experience in a client-facing role, ideally in B2B client success, account management or relationship management.
• Ability to build trust and rapport with stakeholders across all levels of a client organisation.
• Confident using Salesforce, the Microsoft Office Suite including Excel, and comfortable applying AI tools to improve productivity.
• Strong communication and presentation skills to convey complex propositions clearly and professionally.
• Resilient, analytical, and equally comfortable working independently and as part of a collaborative team.

Responsibilities

• 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.

Skills

Client-facing experience

Salesforce

Excel

AI tools

Communication skills

Independent and collaborative

Tools

Salesforce

Microsoft Office

AI tooling

Job description

FE fundinfo is seeking a Client Success Associate in London to guide asset managers and distributors from first use to long-term partnership. You will own a portfolio of Data Mastering clients, helping them extract value from our products and shape how solutions evolve.

This role blends relationship-building with product strategy, requiring clear communication, proactive problem-solving, and the ability to work across teams in a hybrid London environment.