Client Success Manager, Stoxx
Investment intelligence solutions
Job no longer available
Investment intelligence solutions
201-500 employees
Job no longer available
201-500 employees
Company mission
Qontigo's mission is to partner with investors and wealth managers to optimize their clients’ investment impact.
Role
Who you are
- Bachelor's degree in Finance, Economics, Business, Communications, Information Technology or related fields. Relevant equivalent experience will be considered in lieu of a degree
- 3-5 years of client-facing experience in account management, client success, or equivalent roles
- Demonstrated success in managing client relationships with measurable impact on retention and growth
- Proficiency in CRM tools (e.g., Salesforce.com) and productivity software (e.g., PowerPoint, Excel)
- Strong analytical and problem-solving skills with the ability to translate data into actionable insights
- Ability to work well under pressure shows creativity and welcomes complex challenges
- Strong communication (written and verbal), presentation and organizational skills
- Strong professional etiquette and relationship building
What the job involves
- We’re seeking a dynamic professional to join our Client Success team and play a strategic role in ensuring client satisfaction, retention, and growth
- As a trusted advisor, you’ll build strong relationships, optimize client experiences, and identify opportunities to enhance product adoption. Your day-to-day will involve engaging with clients through phone, email, webinars, and in-person meetings, delivering insights and support that drive measurable success
- This role offers the chance to own client outcomes, apply data-driven strategies, and contribute to the continued success of a global leader in financial services
- Act as the primary point of contact for a portfolio of clients, building trusted relationships at all organizational levels
- Drive client onboarding and training to ensure seamless adoption and understanding of ISS MI’s platforms and solutions
- Conduct regular business reviews to assess client satisfaction, align on objectives, and provide actionable recommendations for success
- Monitor client health metrics to proactively address underutilization, identify risks, and implement retention strategies
- Leverage client usage data and industry trends to deliver tailored insights that drive value and enhance daily workflows
- Identify upsell and cross-sell opportunities, collaborating with Sales to expand product adoption and increase revenue
- Lead efforts to maximize client retention, ensuring renewals are completed on time with optimized terms
- Develop and deliver impactful product webinars and workshops to showcase features and best practices
- Collaborate with internal teams (Product, Sales, and Support) to streamline processes, resolve client issues, and deliver on custom client requests
- Document client interactions, opportunities, and insights using Salesforce.com, maintaining meticulous records to inform strategic decisions
- Provide detailed feedback to the Product team to influence the development roadmap based on client needs and emerging trends
- Ensure ISS MI’s contractual commitments are fulfilled, acting as a champion for client success
- Partner with Sales and Product teams to prepare for strategic client meetings and proposals, delivering compelling presentations
- Represent the voice of the customer in cross-functional forums to drive continuous improvement in product and service delivery
- Participate in strategic planning initiatives to refine the client journey and optimize retention and growth strategies
- Stay ahead of industry trends, financial services innovations, and best practices to serve as a knowledgeable resource for clients
- Actively contribute to the development of client success frameworks and methodologies that elevate the team’s performance
Our take
STOXX, previously Qontigo, was created by capital market giants Deutsche Börse Group in 2019 after its acquisition of stock market indexes STOXX and DAX, as well as portfolio construction and risk analytics company Axioma.
By combining index intelligence with Axioma’s risk analytics, the company’s purpose is to provide hedge fund, wealth, and asset managers with the tools to navigate a quickly shifting marketplace. Although STOXX keeps its customer base under wraps, it claims to work with some of the world’s largest asset management companies and financial institutions.
Considering that Deutsche Börse Group operates the Frankfurt Stock Exchange, it’s no surprise that STOXX is operating in such elite circles. The company has already expanded globally through the US, Europe, Asia, and Oceania, and looks set to keep growing, with a potential IPO looking more and more likely in the future.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
13% employee growth in 12 months
Company
Funding (1 round)
Sep 2019
$720m
GROWTH EQUITY VC
Total funding: $720m
Company HQ
Main-Taunus, Eschborn, Germany
Leadership
Sebastian Ceria
(CEO)Previously served as the CEO of Axioma, which they founded and led since 1998. Before this they were an Associate Professor of Decision, Risk and Operations at Columbia Business School.
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