Customer Success Manager, Quant And Wealth Digital Solutions

Customer Success Manager

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change.

Position Summary

This role is focused on driving commercial value through the adoption of LSEG solutions purchased by clients, with the goal of maximizing revenue retention and customer engagement. Based in Hong Kong, the Customer Success Manager (CSM) will work closely with clients in the Quant and Wealth segments, ensuring that LSEG's data, analytics, and digital solutions are fully embedded into the daily workflows of end-users.

The CSM will collaborate with domain specialists across LSEG and act as a strategic partner to clients, helping them achieve their business objectives. The role spans a broad portfolio of solutions, including APIs and bulk feeds, and involves identifying cross-sell and up-sell opportunities to be passed to Sales and Account Management.

Key Responsibilities

• Serve as the retention owner for Quant and Wealth Digital Solutions clients in Hong Kong, developing strategies that support customer success and revenue growth.
• Partner with Account Managers and Sales to ensure a seamless transition from presales to post-sales, including onboarding and enablement.
• Use deep product knowledge to educate clients on relevant features and content, driving increased usage and adoption.
• Monitor usage data to identify "at risk" clients and proactively mitigate churn through tailored engagement.
• Deliver customized workshops and engagements (e.g., quant and digitalization sessions) to deepen client understanding and usage of LSEG solutions.
• Advocate for client needs internally, sharing insights to improve processes and service delivery.
• Guide clients to appropriate support channels and ensure service quality across all touchpoints.
• Surface growth opportunities and share actionable insights with Sales and Account Management.
• Target 70% client-facing time, with a strong presence across Hong Kong's financial ecosystem.

Qualifications & Experience

• 3-Year+ proven experience in financial service industries, including data engineering, data science, or quantitative analytics.
• Strong understanding of financial markets, particularly in hedge funds, asset management, and wealth management.
• Familiarity with Hong Kong's financial landscape, regulatory environment, and client expectations.
• Expertise in financial systems that support alpha generation and digital transformation.
• Excellent communication and collaboration skills, with the ability to build trust and influence across teams.
• Passion for financial technology and a fast learner.
• Bachelor's degree required; CFA, FRM, or similar industry certifications preferred.
• Fluent in English; Mandarin or Cantonese is a strong advantage.

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you. LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organization of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.