Client Success Manager

FE fundinfo

. Guide new Data Mastering clients from sales prospect to active, confident product user.

Posted 10/10/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management within the fund industry, leveraging strong communication and analytical skills to enhance client engagement and product utilization. Proficient in utilizing Salesforce and Microsoft Office Suite to drive client success and collaboration across teams.

Highest-signal resume keywords

Client Relationship ManagementSalesforce ProficiencyMicrosoft Office SuiteB2B Client SuccessAI Tools Application

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Communication SkillsPresentation SkillsAnalytical SkillsResilienceCollaboration

Tools & Technologies

SalesforceMicrosoft Office SuiteAI Tools

Industry Keywords

Fund IndustryAsset ManagementSaaSTechnology EnvironmentClient Engagement

About the role

Key responsibilities & impact

Guide new Data Mastering clients from sales prospect to active, confident product user.
Build and maintain close, long-term relationships across a portfolio of asset management and distribution clients.
Identify opportunities to help clients get more value from Data Mastering products and services.
Monitor client product usage and engagement.
Keep current with the product portfolio and clients' evolving business needs to make timely, relevant recommendations.
Coordinate with product, operations, and data strategy teams to connect client requirements with the development roadmap.

Requirements

What you’ll need

Background in the fund industry, or experience in B2B client success or relationship management, ideally within a SaaS or technology environment.
Demonstrated ability to build trust and rapport with stakeholders across all levels of a client organisation.
Confidence using Salesforce.
Proficiency with the Microsoft Office Suite, including Excel.
Comfortable applying AI tools to improve productivity.
Strong communication and presentation skills.
Ability to convey complex propositions with clarity and professionalism.
Resilient and analytical.
Comfortable working independently and as part of a collaborative team.

Benefits

Comp & perks

25 days of annual leave with the option to buy an extra 5 days each year.
Enhanced paternity, maternity, and shared parental leave.
Pension scheme.
Sponsored learning and development, including formal qualifications.
Private medical insurance.
Discounted gym memberships.
Bike to Work scheme.
Eye care and flu jab services.