Client Success Manager — Data Mastering & Growth (Hybrid)

FE fundinfo; Greater London; Hybrid; 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

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