Customer Success Manager - Sales and Trading

Customer Success Manager

Customer Success Manager – Sales & Trading (S&T)

Customer Success Managers (CSMs) help clients realize value from LSEG solutions. In this role, you will support Trading customers using our Trading Desktop solutions and guide them throughout their customer journey.

You will focus on growing adoption, supporting integration, and expanding use of our solutions within day‑to‑day workflows. You will also play a key role in retaining a portfolio of trading accounts. This position works primarily with sell‑side trading customers.

You will own Customer Value Plans and support the delivery of agreed outcomes. Through regular client engagement, you will build positive relationships with stakeholders and users to ensure a consistent and high‑quality customer experience.

You will work in close partnership with Account Managers and Sales Leaders to share insights on customer health, retention, and growth opportunities. You will also collaborate with Market Development and Customer Proposition teams to share customer feedback and support product alignment with customer needs.

Key Responsibilities

Customer Experience

• Develop and implement customer success strategies and Customer Value Plans for trading accounts.
• Support long‑term customer happiness and revenue retention.

Training & Enablement

• Deliver customized, workflow‑based training and customer engagement sessions.
• Help users incorporate LSEG solutions into their daily activities.

Relationship Management

• Build positive relationships with key customer stakeholders and user groups.
• Provide mentorship on engagement strategies and support customer advocacy.
• Participate in industry events to expand networks and stay informed on market trends.

Retention & Growth

• Track customer health, adoption trends, and renewal readiness.
• Share customer insights with Sales teams to support retention and expansion.
• Provide feedback to Market Development, Customer Operations, and Customer Proposition teams.
• Contribute ideas to improve Customer Success processes and ways of working.

How Success Is Measured

• Effective customer onboarding and enablement activities.
• Strong, trusted relationships across customer organizations.
• Proactive management of retention risks.
• Contribution to account retention and growth in partnership with Sales.
• Participation in continuous improvement of the Customer Success function.

Skills & Experience

• 2–5 years of experience in customer service, client relationship management, pre‑sales, or a trading‑related role within a bank or financial content organization.
• Experience or curiosity about the FX trading space is preferred.
• Strong communication and presentation skills, with the ability to adjust messaging for different audiences.
• Proven ability to understand customer needs and support adoption and retention initiatives.
• Comfortable working in a fast paced and evolving environment.
• Collaborative, proactive, and customer‑focused approach.
• Bachelor’s degree required.
• Strong written and spoken English skills.
• Knowledge of commodities, fixed income, or basic coding (e.g., Python) is an advantage.

About LSEG

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is to drive financial stability, empower economies, and enable balanced growth.

Our values—Integrity, Partnership, Excellence, and Change—shape our culture and guide how we work. With 25,000 colleagues across 65 countries, we promote an inclusive work environment where individuals are supported and valued.

Working at LSEG means being part of a collaborative and forward‑looking organization committed to sustainability and innovation. We offer a range of benefits, including healthcare, retirement planning, wellbeing initiatives, and paid volunteering opportunities.

Career Stage:

Senior Associate

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

Experience Level

Mid Level