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Client Experience (FinTech, Market Data, Analytics)
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Client Relationship Manager
A growing global financial technology and market data business is looking for a Client Relationship Manager to manage and develop relationships across a portfolio of recurring-revenue clients.
This is an individual contributor role focused on client retention, engagement, adoption, and commercial growth. You will work closely with clients and internal teams across Sales, Product, Technology, Operations, Legal, and Compliance to ensure a high-quality client experience and identify opportunities to expand relationships.
Key Responsibilities
- Client Relationship Management – Build strong relationships with a portfolio of clients, acting as a key point of contact throughout the post-sale lifecycle.
- Retention & Renewals – Support the renewal process by maintaining regular client engagement, understanding upcoming requirements, and identifying potential risks to retention.
- Account Management – Take ownership of assigned accounts, ensuring appropriate coverage and maintaining a clear understanding of client priorities, usage, and business needs.
- Client Engagement – Conduct regular client meetings, check-ins, and business reviews to understand satisfaction, product usage, and future requirements.
- Issue Resolution – Coordinate with internal teams including Product, Technology, Operations, Legal, and Compliance to resolve client issues and ensure timely communication.
- Commercial Growth – Identify potential upsell and cross-sell opportunities and work closely with Sales to develop qualified opportunities.
- Product Feedback – Gather client feedback, identify unmet needs, and communicate relevant insights to Product and other internal stakeholders.
- Client Adoption – Monitor product usage and engagement, helping clients maximize the value they receive from the firm's products and services.
- Client Experience – Contribute ideas to improve the overall client journey, from onboarding and adoption through to renewal.
- CRM & Reporting – Maintain accurate CRM records, track account activity, and provide regular updates on client health, engagement, and commercial opportunities.
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How Success Will Be Measured
- Client retention and renewal rates
- Client satisfaction and feedback
- Quality and frequency of client engagement
- Qualified commercial opportunities identified and passed to Sales
- Client product adoption and usage
- CRM accuracy and account coverage
- Effective resolution of client issues
Qualifications
- 5-10 years' experience in client success, account management, relationship management, or a similar client-facing role.
- Experience within financial technology, market data, analytics, SaaS, or another B2B subscription-based environment preferred.
- Strong experience managing relationships with business and/or financial services clients.
- Understanding of the client lifecycle, including onboarding, adoption, engagement, and renewals.
- Commercial mindset with the ability to identify potential growth opportunities within existing accounts.
- Strong communication and relationship-building skills, with confidence engaging with senior client stakeholders.
- Ability to work collaboratively across Sales, Product, Technology, and Operations.
- Strong organizational skills and attention to detail.
- Experience using CRM platforms such as Salesforce preferred.
- Exposure to financial markets, trading, exchanges, or market data would be advantageous.
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What This Role Offers
- Opportunity to join a high-growth global financial technology and market data business.
- Significant exposure to institutional clients and financial markets.
- Clear opportunity to develop commercially and progress within a growing client-facing function.
- Competitive salary and incentive compensation.
- Comprehensive health, retirement, and wellbeing benefits.
- Paid time off and parental leave.
- Learning, education, and professional development opportunities.
- Employee and community-focused benefits.
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