Client Success Partner, Data Mastering | Hybrid & Growth

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

Benefits offered by this job

25 days annual leave

Pension scheme

Private medical insurance

Sponsored learning and formal qualific

Discounted gym memberships

Bike to Work scheme

Eye care

Flu jab

Job summary

FE fundinfo is seeking a Client Success Associate in London to manage a portfolio of clients using Data Mastering products. You will guide new users from onboarding to confident long-term partnerships, shaping how our solutions evolve through client feedback.

You will bridge client relationships and product strategy, coordinating with internal teams to deliver value and drive adoption in a hybrid London setup. Sponsorship for learning and professional qualifications is available.

Qualifications

• Around one year of experience in a client-facing role.
• Ability to build trust with stakeholders across levels of a client organisation.
• Strong communication and presentation skills with clarity and professionalism.

Responsibilities

• Guide new Data Mastering clients through the transition from sales prospect to active, confident product user.
• Build and maintain long-term relationships across a portfolio of asset management and distribution clients.
• Proactively identify opportunities to help clients get more value from our Data Mastering products and services.
• Monitor client product usage and engagement to ensure clients are consistently benefiting from our solutions.
• Keep current with our portfolio and clients' evolving business needs to make timely, relevant recommendations.
• Coordinate with internal teams across product, operations, and data strategy to connect client requirements with our development roadmap.

Skills

Client relationship skills

Communication & presentation

Independent & collaborative

Resilience & analysis

Tools

Salesforce

Microsoft Excel

Office Suite

AI tools

Job description

FE fundinfo is seeking a Client Success Associate in London to manage a portfolio of clients using Data Mastering products. You will guide new users from onboarding to confident long-term partnerships, shaping how our solutions evolve through client feedback.

You will bridge client relationships and product strategy, coordinating with internal teams to deliver value and drive adoption in a hybrid London setup. Sponsorship for learning and professional qualifications is available.