Job Description

Join Our Team as a Client Success Manager!

Are you passionate about building strong client relationships and driving success? As a Client Success Manager at FE fundinfo, you'll be at the forefront of our mission to connect asset managers with distributors across the globe.

The successful candidate will ideally work from the Woking office once a week (every Wednesday), but candidates based in London with occasional travel to Woking are also welcome.

In these roles, you'll have the opportunity to work with a diverse and highly skilled team, helping clients maximize the benefits of our innovative products and services. You'll be part of a dynamic environment where your contributions directly impact client satisfaction and retention, offering you growth opportunities and the chance to work on exciting projects.

Your key responsibilities as a Client Success Manager will include:

• Accompanying our customers as they transition from sales prospects to active users of our products.
• Focusing on customer loyalty and building close long-term relationships.
• Proactively looking out for our customers’ business, suggesting new and innovative ways to keep them succeeding with our products.
• Keeping up to date with our range of products and our customers’ business needs to make relevant suggestions and recommendations.
• Monitoring and ensuring our customers consistently use our products and services to get the most value out of them.
• Coordinating with internal teams to connect our customers’ needs with our products and services development strategy.

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

• You will ideally have a background in the fund industry, preferably within the asset management, wealth, or advisory sectors, and/or experience in B2B customer success or client relationship management
• Having a product or tech background will be considered (experience as a BA or in a product-focused role is a plus)
• You should have the ability to influence, negotiate, and persuade.
• You must possess strong relationship-building skills.
• You must be resilient and able to navigate challenges effectively.
• You must have strong analytical skills and a good level of proficiency in Excel (part of the MS Office suite).

FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe, and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

At FE fundinfo, we foster a collaborative and inclusive culture. We offer flexible hours, hybrid work options, and regular team events. Our commitment to learning and development ensures that you will have ample opportunities to grow your career.

We offer a comprehensive benefits package, including:

• 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.
• Private medical insurance to ensure your health is looked after
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Comprehensive health coverage to keep you and your family protected.
• 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.

In addition, you will have the opportunity to work for a company that values Trust, Connectivity and Innovation. In line with our core values, you can also expect the following:

• Full LinkedIn Learning access
• A sustainable business that cares for the environment and our communities
• Opportunities to give back to local communities through volunteer days
• Becoming a part of Charity Challenges for raising money for charities selected by employees
• Options to join and lead diversity and inclusion initiatives

Apply today via the link below for immediate consideration and we will endeavour to get back to you within 5 working days. Visit our Glassdoor profile or fefundinfo.com to find out more about life @ FE fundinfo!