CUSTOMER SUCCESS MANAGER | Especialista em Clientes 6
Refinitiv
São Paulo-São Paulo-Brazil
há 2 dias

Job Description

Role Responsibilities

  • Deliver tailored engagements (e.g. enterprise workshops) that help customers to maximize the value derived from Refinitiv solutions post sale and build intimacy
  • Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption
  • Interpret and take action on usage information focusing on at risk customers to mitigate cancellations and identify value optimization opportunities
  • Promote insights relevant to customers’ workflow and act as a voice of the customer internally, feeding back their experiences
  • Provide transparency to the customer and act a quarterback’ to ensure Refinitiv delivers on sales commitments
  • Shepherd customers to support channels available as part of the value Refinitiv provides
  • Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers
  • Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process
  • Qualifications and Experience Required

  • Drive desktop sales from existing and new customers
  • Target 80% customer site time
  • Travel as needed
  • Increase customer satisfaction at the desktop
  • Financial Market Understanding including a) Brazilian market understanding b) knowledge of FX, Brazilian Interest Rates, Macroeconomic outlook and Equities
  • c) strong understanding of customers' business model

  • Selling Skills (identify, develop, & articulate proposition / consultative selling)
  • Significant Product and Workflow Expertise (e.g. knowledge of financial modeling, excel, MS Office); knowledge of trading floor, tech / data apps
  • Strong customer service skills
  • Others : Presentation skills (verbal & written); Strong interpersonal skills; ability to organize and execute a sales plan;
  • ability to use MIS systems

  • Training or related experience preferred
  • College / university degree or relevant work experience equivalent required
  • Industry qualifications preferred (CFA, MBA, FRM, MFE, CFE etc)
  • The Financial and Risk Business of Thomson Reuters is now Refinitiv. Refinitiv equips the financial community with access to an open platform that uncovers opportunity and catalyzes change.

    With a dynamic combination of data, insights, technology, and news from Reuters, our customers can access solutions for every challenge, including a breadth of applications, tools, and content all supported by human expertise.

    At Refinitiv, we facilitate the connections that propel people and organizations to find new possibilities to move forward.

    As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the

    Role Responsibilities

    Deliver tailored engagements (e.g. enterprise workshops) that help customers to maximize the value derived from Refinitiv solutions post sale and build intimacy

    Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption

    Interpret and take action on usage information focusing on at risk customers to mitigate cancellations and identify value optimisation opportunities

    Promote insights relevant to customers’ workflow and act as a voice of the customer internally, feeding back their experiences

    Provide transparency to the customer and act a quarterback’ to ensure Refinitiv delivers on sales commitments

    Shepherd customers to support channels available as part of the value Refinitiv provides

    Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers

    Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process

    Qualifications and Experience Required

    Drive desktop sales from existing and new customers

    Target 80% customer site time

    Travel as needed

    Increase customer satisfaction at the desktop

    Market Understanding including a) basic market understanding b) knowledge of relevant market

    c) strong understanding of customers' business model

    Selling Skills (identify, develop, & articulate proposition / consultative selling)

    Significant Product and Workflow Expertise (e.g. knowledge of financial modeling, excel, MS Office); knowledge of trading floor tech / data apps

    Strong customer service skills

    Others : Presentation skills (verbal & written); Strong interpersonal skills; ability to organize and execute a sales plan; ability to use MIS systems

    Training or related experience preferred

    College / university degree or relevant work experience equivalent required

    Industry qualifications preferred (CFA, MBA, FRM, MFE, CFE etc)

    The Financial and Risk Business of Thomson Reuters is now Refinitiv. Refinitiv equips the financial community with access to an open platform that uncovers opportunity and catalyzes change.

    With a dynamic combination of data, insights, technology, and news from Reuters, our customers can access solutions for every challenge, including a breadth of applications, tools, and content all supported by human expertise.

    At Refinitiv, we facilitate the connections that propel people and organizations to find new possibilities to move forward.

    As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world regardless of race, color, sex / gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law.

    Refinitiv is proud to be an Equal Employment Opportunity / Affirmative Action Employer providing a drug-free workplace.

    São Paulo-São Paulo-Brazil

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