FactSet
Customer Success Manager - Capital Markets
Location: Hybrid - Toronto, Boston, Chicago, New York
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
Your Team's Impact Irwin, a FactSet company, is a leading provider of capital markets-focused financial technology with a mission to seamlessly connect the world’s capital seekers and allocators to make them more productive, innovative, and successful. Irwin is a software platform used by investor relations and investment banking professionals worldwide.
What You'll Do
Build relationships with current clients and help them maximize their use of Irwin.
Grow and retain our customer base through value‑add and trusted advisorship.
Onboard customers successfully, making them masters of the Irwin platform.
Constantly communicate with customers to deliver value and inform them on new product releases.
Work cross‑functionally within the company to communicate with all stakeholders in customer success.
Manage all reporting about the health of customers' accounts.
Identify opportunities or issues within the product based on customer feedback and empower the product team with this information.
Required Skills
Bachelor's degree required.
3–5+ years of experience in customer success as a quota‑carrying independent contributor role.
A passion to drive the business forward via expansion and retention revenue (NRR).
The ability to build strong relationships with customers, understanding & anticipating their needs while understanding their pains.
High energy with a hands‑on approach combined with the capacity to think strategically in a fast‑paced, dynamic environment.
Outstanding persuasive verbal and written communication skills.
Desired Skills
Experience in either an investor relations role at a public company, investor relations consulting role, corporate access, sales & trading or CS/Sales of a capital markets‑related technology products.
Experience using investor relations and financial data platforms for investor targeting, shareholder monitoring, activity tracking, and financial reporting/modeling.
Benefits
Opportunity to join an S&P 500 company with over 45 years of sustainable growth.
Health, life, disability insurance, retirement savings plans, and discounted employee stock purchase program, plus paid time off for holidays, family leave, and company‑wide wellness days.
Flexible work accommodations.
A global community dedicated to volunteerism and sustainability.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees.
Learn More About Our Benefits Here.
Salary range: $95,000 - $110,000.
This role reports directly to the Director and Vice President of Customer Success.
Qualified applicants will be considered for employment without regard to characteristics protected by law.
#J-18808-Ljbffr
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
Your Team's Impact Irwin, a FactSet company, is a leading provider of capital markets-focused financial technology with a mission to seamlessly connect the world’s capital seekers and allocators to make them more productive, innovative, and successful. Irwin is a software platform used by investor relations and investment banking professionals worldwide.
What You'll Do
Build relationships with current clients and help them maximize their use of Irwin.
Grow and retain our customer base through value‑add and trusted advisorship.
Onboard customers successfully, making them masters of the Irwin platform.
Constantly communicate with customers to deliver value and inform them on new product releases.
Work cross‑functionally within the company to communicate with all stakeholders in customer success.
Manage all reporting about the health of customers' accounts.
Identify opportunities or issues within the product based on customer feedback and empower the product team with this information.
Required Skills
Bachelor's degree required.
3–5+ years of experience in customer success as a quota‑carrying independent contributor role.
A passion to drive the business forward via expansion and retention revenue (NRR).
The ability to build strong relationships with customers, understanding & anticipating their needs while understanding their pains.
High energy with a hands‑on approach combined with the capacity to think strategically in a fast‑paced, dynamic environment.
Outstanding persuasive verbal and written communication skills.
Desired Skills
Experience in either an investor relations role at a public company, investor relations consulting role, corporate access, sales & trading or CS/Sales of a capital markets‑related technology products.
Experience using investor relations and financial data platforms for investor targeting, shareholder monitoring, activity tracking, and financial reporting/modeling.
Benefits
Opportunity to join an S&P 500 company with over 45 years of sustainable growth.
Health, life, disability insurance, retirement savings plans, and discounted employee stock purchase program, plus paid time off for holidays, family leave, and company‑wide wellness days.
Flexible work accommodations.
A global community dedicated to volunteerism and sustainability.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees.
Learn More About Our Benefits Here.
Salary range: $95,000 - $110,000.
This role reports directly to the Director and Vice President of Customer Success.
Qualified applicants will be considered for employment without regard to characteristics protected by law.
#J-18808-Ljbffr