Client Success Team Leader

Are you ready to lead a dynamic team and drive client success in the financial services industry? Join us as a Client Success Team Leader and make a significant impact!

As a Client Success Team Leader , you will have the opportunity to lead a team of passionate Client Success Managers (CSMs), guiding them to achieve exceptional outcomes for our clients. You will be at the forefront of our client engagement approach, contributing to high adoption and utilization of our products and services. This role offers growth opportunities, exciting projects, and the chance to collaborate with various departments to enhance our clients' experience.

Your key responsibilities as a Client Success Team Leader will include :

• Managing a team of Client Success Managers, providing direction, coaching, and guidance to drive successful outcomes for our clients.
• Contributing to the Client Success engagement approach / framework to drive high adoption and utilization of our products, solutions, and services.
• Ensuring that you and your direct reports have a solid understanding of the phases within a client journey and the standards governing processes, tools, dashboards, and templates are followed.
• Contributing to the creation and collation of metrics and dashboards for your assigned client base, and driving actions to mitigate churn and reverse negative trends.
• Collaborating internally to improve our products, solutions, and services and enable the achievement of our client’s outcomes.
• Being the escalation’s point of contact for your team members, helping them manage client escalations and ensuring they are resolved quickly.

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

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At FE fundinfo, we foster a collaborative and inclusive work environment. We offer flexible hours, hybrid work options, and regular team events to ensure a healthy work-life balance. Our commitment to learning and development provides ample opportunities for personal and professional growth.

Benefits :