Customer Success and Relationship Management

Customer Success Representative - Post-Trade Infrastructure

We're partnering with a leading global post-trade technology provider to find an exceptional Customer Success and Relationship Management Representative.

The Role:

As a Customer Success Representative, you'll be the dedicated advocate for strategic and new clients, ensuring they achieve maximum value from their technology solutions. This is a post-sales role focused on driving adoption, customer education, and maintaining exceptional satisfaction levels.

Key Responsibilities:

• Build and maintain strong relationships with a portfolio of strategic clients (banks, brokers, hedge funds, asset managers etc)
• Guide customers through onboarding, training, and ongoing engagement to maximize platform utilization
• Monitor customer health using data analytics and identify opportunities for growth or intervention
• Act as the primary point of contact for customer inquiries and complex issue resolution
• Collaborate with sales teams on upsell and cross-sell opportunities
• Collect and communicate customer feedback to product and engineering teams
• Develop subject matter expertise on multi-asset trade processing platforms
• Deliver client presentations and provide best practice guidance

Essential Requirements:

• 5+ years in customer-facing roles within software post-sales or professional services
• Sound understanding of OTC products and financial markets and market participants
• Experience with post-trade platforms (trade processing, portfolio optimization, clearing/settlement solutions etc)
• Client-facing experience
• Fluency in English (additional languages a plus)
• Exceptional communication and relationship-building skills
• Strong analytical abilities and data acumen
• Ability to manage multiple priorities in a fast-paced, multi-tasking environment
• Self-motivated with a proactive, solutions-oriented approach

Interested? Get in touch to learn more about this opportunity with a market-leading post-trade technology provider.