Cross Asset Trading - CSM

  • Location

    Dublin, Republic of Ireland

  • Sector:


  • Job type:


  • Salary:


  • Contact:

    Georgina Phipps

  • Contact email:

  • Job ref:


  • Published:

    4 months ago

  • Duration:


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Customer Success Manager - Dublin
Cross Asset Trading, Investment Banking, Customer Experience, Client Retention, Cross-Selling, Solutions, SaaS
Competitive Salary plus bonus

The Customer Success Manager (CSM) role is responsible for developing strong customer relationships through an in-depth understanding of a client's businesses, their specific requirements and work-flows to promote retention levels and loyalty.

This is a post sales role that is comprised of relationship management, end user training, data science and deep work-flow expertise. In this role you'll be responsible for successful adoption and expansion of our services across our diverse client base in Ireland.
Clients include global investment banks, regional banks, corporates, buy-side institutions and Commodities and Equity trading companies.

The CSM plays a key role in enhancing customer experiences by leveraging a network of experts across Refinitiv and ensuring the customer's business objectives are achieved through a full utilisation of solutions into the daily work-flow of end-users.


  • Market Understanding including a) cross asset market understanding b) knowledge of relevant market c) strong understanding of customer's business model
  • Selling Skills (identify, develop, & articulate proposition/ consultative selling)
  • Significant Product and Work-flow Expertise (e.g. knowledge of financial modelling, excel, MS Office and trading, banking and buy side work-flows)
  • Strong relationship management skills
  • Presentation skills (verbal & written); Strong interpersonal skills; ability to organise and execute a sales plan.

Please apply here, or contact Georgina at Experis for more information!