Customer Success Analyst
Listed on 2026-09-01
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Business
Customer Success Management, Client Relationship Management -
Customer Service/HelpDesk
Customer Success Management, Client Relationship Management
Join TRG Screen:
Building World-Class Teams. One Expert at a Time.
Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation
At TRG Screen were not just redefining how organizations manage their subscription expenses were shaping the future of the industry. With cutting-edge solutions and a commitment to excellence we empower businesses around the globe to optimize their subscription investments and drive sustainable growth.
Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen your talent and ambition will find a home where opportunities for growth and advancement abound.
About TRG Screen
TRG Screen is the leading provider of market data and subscription management technology and automation solutions tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management usage management compliance reporting and comprehensive managed services which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs more than 25 years TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services including market data research software licenses consulting and other necessary corporate expenses.
TRG Screen solutions give decision makers full transparency into subscription spend and usage enabling them to proactively manage subscription costs at scale conduct more informed vendor negotiations improve governance and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City with offices in Europe and Asia as well as a 24x7 client support center in Bangalore India.
TRG Screen is a portfolio company of Vista Equity Partners one of the worlds largest and most respected private equity firms.
Customer Success Manager
* Note:
This role supports US-based clients and requires candidates to work core hours of 1:00 PM to 9:00 PM UK time.*
As a Customer Success Manager you will work directly with customers to ensure they have realized maximum value from our platform. Working in partnership with Customer Care Sales Professional Services and Managed Services teams you will help our customers achieve business goals and program impact while driving retention and growth for TRG Screen.
You will be responsible for delivering an optimal customer experience fostering positive customer outcomes delivering proactive recommendations and driving ongoing business impact. This role is ideal for candidates with customer-facing experience analytics/data operations backgrounds or strong analytical and problem-solving capabilities.
You will support both Financial segment customers (banks asset managers hedge funds and other enterprise financial institutions) and Legal segment customers (law firms and legal services organizations) managing market data workflows compliance requirements data operations and operational efficiency. You will amplify the voice of the customer internally by driving continuous feedback into cross-functional teams on ways we can better serve our customers.
* Note:
This role supports US-based clients and requires candidates to work core hours of 1:00 PM to 9:00 PM UK time.*
Our mission is to help customers realize the full value of their TRG Screen investment by turning complex operational challenges into efficient compliant and scalable solutions. We partner with customers to reduce friction improve visibility and adoption and deliver measurable business value and ROI.
For our customers across both segments this means helping transform manual error-prone processes into streamlined auditable systems that reduce risk improve efficiency and empower teams to focus on work that matters most.
CSMs develop a deep understanding of customer goals identifying innovative solutions which align to desired platform outcomes. You will partner with customers to value realization to ensure customers are achieving their identified business outcomes.
When our customers realize success TRG realizes success via high customer satisfaction growth and retention. Key areas of emphasis and success indicators for our CSMs include:
- Retention:
Retain recurring revenue in customer portfolio while actively monitoring usage and compliance health to identify at-risk accounts early - Positive Customer
Experience:
Build customer usage adoption and perceived ROI by delivering an optimized customer experience and proving value throughout the customer journey with particular emphasis on operational efficiency and regulatory compliance - Account Health &
Risk Management:
Monitor usage patterns data quality and contract compliance within customer portfolios. Proactively identify at-risk customers and…
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