Customer Success Leader - Refinitiv Solutions

Join Refinitiv as a Customer Success Leader, ensuring strategic clients utilize our software effectively. Facilitate client engagement and foster a culture of user adoption across your assigned accounts.

This role demands your expertise in B2B consultative selling and strong relationship management skills. As a Customer Success Leader, you’ll tailor success plans and strategy for clients, facilitating a smooth adoption of solutions while addressing any risks or challenges.

Your role will directly influence customer retention and expansion initiatives.

Key Responsibilities:

• Design success plans including objectives and metrics

• Educate customers on software tailored to their use case

• Analyze usage data to optimize account strategies

• Collaborate with sales teams to drive upsell opportunities

• Maintain strong relationships to support user adoption

Requirements:

• 3-5 years of commercial B2B experience in SaaS

• Deep understanding of Investment Banking practices

• Strong project management and problem-solving skills

• Ability to travel to client sites when necessary

• BA/BS degree required

Drive customer adoption and growth through your leadership at Refinitiv.
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