Exegy
Client Success Manager
Exegy, New York, New York, us, 10261
About Exegy
Exegy is a global leader in intelligent market data, advanced trading systems, and future-proof technology. Exegy serves as a trusted partner to the complete ecosystem of the buy-side, sell-side, exchanges, and financial services technology firms around the globe. Headquartered in St. Louis with regional offices in North America, the UK/Europe and Asia Pacific, Exegy has the global footprint to deliver world-class support and managed services to its client base of elite financial market participants.
Job Summary
As a Client Success Manager (CSM) you connect clients to Exegy's industry-leading solutions addressing the diverse needs of the world's elite financial market participants. The CSM Team sits alongside our Go To Market teams supporting the Delivery and Growth of Exegy's solutions provided to our clients. Our goal is to ensure our clients receive the best client service from a solutions, product, project, and relationship management perspective. We provide clients with a seamless transition from pre-sales to post sales to ongoing support.
In a role that is comprised of relationship management, education, and deep workflow expertise, the CSM is responsible for successful delivery, adoption, and expansion of our solutions within their assigned portfolio of accounts. You will serve as a trusted advisor to clients, supporting large financial institutions.
This is a hybrid role in our New York City office.
Responsibilities (included but not limited to):Develop as a subject matter expert across a selection of Exegy's solutions including our Exegy Ticker Plant managed appliance, Axiom low-latency market data feed service, Metro options trading platform, Direct Market Access (DMA) Platform for global listed derivatives, and ultra-low latency FPGA trading solutions.Develop a thorough understanding of your clients' operations and ensure that Exegy is viewed as a trusted partner to help them achieve their goals and desired outcomes.Manage and develop the relationship with a portfolio of Exegy clients:
Build and maintain strong client relationships, specifically with key decision makers, throughout all levels of your assigned accountsLead all project deliverables handed over from the pre-sales teams, focusing on delivery management, client timelines/SLAs and recognizing revenue of servicesLiaise with clients and internal implementation teams to translate requirements into project milestones setting transparent and accurate expectationsCreate and lead communications defined with clients to provide proactive and timely status updates for deliveries, releases, and ongoing support casesNavigate the organization effectively to prioritize key deliverables based on dependencies and critical paths with client inputComplete the "Fit for Service" process with our Support team for continued operational monitoring and stability
Proactively identify roadmaps for releases and upgrades showcasing the capabilities to maximize value of Exegy's solutionsParticipate or lead on large scale migrations and other displacement projectsPartner with Account Managers, Solutions Consultants, Product Managers, Engineering and Client Support, among other teams, to ensure we are addressing clients' needs, acting as their voice at ExegyYour Success as CSM will be measured on:
Delivery and Expansion of your Client Book of BusinessProduct AdoptionPortfolio attrition and risk mitigation plans implementedClient Satisfaction
Our Ideal Candidate Has:
Experience : 5+ years in client success, sales, consulting, or similar client-facing rolesClient-Centric Mindset : Dedication to helping clients achieve their business goals with Exegy's solutionsFinancial Markets Knowledge : Understanding of Equities, Fixed Income, Derivatives, and Money Markets in the context of Sales and Trading, along with relevant technologiesRelationship Building : Ability to connect with stakeholders at all levels, from C-Suite executives to end-usersAnalytical Skills : Use data to drive decisions, solve problems, and simplify complex issuesProject Management : Strong experience managing multiple workflows and delivering resultsCommunication : Skilled in facilitating meetings and presenting effectively to diverse audiencesProactive Attitude : Independent, positive, and team-oriented approach with a focus on client serviceTechnical Proficiency : Familiarity with Jira, Salesforce, Confluence, and MS Office
Exegy is a global leader in intelligent market data, advanced trading systems, and future-proof technology. Exegy serves as a trusted partner to the complete ecosystem of the buy-side, sell-side, exchanges, and financial services technology firms around the globe. Headquartered in St. Louis with regional offices in North America, the UK/Europe and Asia Pacific, Exegy has the global footprint to deliver world-class support and managed services to its client base of elite financial market participants.
Job Summary
As a Client Success Manager (CSM) you connect clients to Exegy's industry-leading solutions addressing the diverse needs of the world's elite financial market participants. The CSM Team sits alongside our Go To Market teams supporting the Delivery and Growth of Exegy's solutions provided to our clients. Our goal is to ensure our clients receive the best client service from a solutions, product, project, and relationship management perspective. We provide clients with a seamless transition from pre-sales to post sales to ongoing support.
In a role that is comprised of relationship management, education, and deep workflow expertise, the CSM is responsible for successful delivery, adoption, and expansion of our solutions within their assigned portfolio of accounts. You will serve as a trusted advisor to clients, supporting large financial institutions.
This is a hybrid role in our New York City office.
Responsibilities (included but not limited to):Develop as a subject matter expert across a selection of Exegy's solutions including our Exegy Ticker Plant managed appliance, Axiom low-latency market data feed service, Metro options trading platform, Direct Market Access (DMA) Platform for global listed derivatives, and ultra-low latency FPGA trading solutions.Develop a thorough understanding of your clients' operations and ensure that Exegy is viewed as a trusted partner to help them achieve their goals and desired outcomes.Manage and develop the relationship with a portfolio of Exegy clients:
Build and maintain strong client relationships, specifically with key decision makers, throughout all levels of your assigned accountsLead all project deliverables handed over from the pre-sales teams, focusing on delivery management, client timelines/SLAs and recognizing revenue of servicesLiaise with clients and internal implementation teams to translate requirements into project milestones setting transparent and accurate expectationsCreate and lead communications defined with clients to provide proactive and timely status updates for deliveries, releases, and ongoing support casesNavigate the organization effectively to prioritize key deliverables based on dependencies and critical paths with client inputComplete the "Fit for Service" process with our Support team for continued operational monitoring and stability
Proactively identify roadmaps for releases and upgrades showcasing the capabilities to maximize value of Exegy's solutionsParticipate or lead on large scale migrations and other displacement projectsPartner with Account Managers, Solutions Consultants, Product Managers, Engineering and Client Support, among other teams, to ensure we are addressing clients' needs, acting as their voice at ExegyYour Success as CSM will be measured on:
Delivery and Expansion of your Client Book of BusinessProduct AdoptionPortfolio attrition and risk mitigation plans implementedClient Satisfaction
Our Ideal Candidate Has:
Experience : 5+ years in client success, sales, consulting, or similar client-facing rolesClient-Centric Mindset : Dedication to helping clients achieve their business goals with Exegy's solutionsFinancial Markets Knowledge : Understanding of Equities, Fixed Income, Derivatives, and Money Markets in the context of Sales and Trading, along with relevant technologiesRelationship Building : Ability to connect with stakeholders at all levels, from C-Suite executives to end-usersAnalytical Skills : Use data to drive decisions, solve problems, and simplify complex issuesProject Management : Strong experience managing multiple workflows and delivering resultsCommunication : Skilled in facilitating meetings and presenting effectively to diverse audiencesProactive Attitude : Independent, positive, and team-oriented approach with a focus on client serviceTechnical Proficiency : Familiarity with Jira, Salesforce, Confluence, and MS Office