Relationship Manager, Client Experience

About the role

Data Vantage's Client Experience team is looking for a Relationship Manager to join its global organization. You will manage a dedicated, tiered portfolio of client accounts across market data, index, options risk and market analytics products, driving retention, expansion and long-term client success. As the primary post-sales contact, you will oversee client engagement, renewals, usage monitoring and expansion opportunities in close partnership with Sales.

Key responsibilities

• Manage an assigned portfolio of accounts with regular touchpoints, including check-ins and quarterly business reviews.
• Own the renewal process, engage clients before contract dates, minimize churn and spot at-risk accounts early.
• Gather insights from off-boarded clients to inform retention strategies and product development.
• Monitor product usage and account health to find underutilization risks and expansion opportunities.
• Partner with Sales to identify and hand over qualified expansion leads.
• Advocate for clients on complex issues, coordinating with Product, Technology, Operations, Legal and Compliance.
• Promote adoption of new product features and support communications on product, policy and fee changes.
• Assist with onboarding, including order forms, agreements, product training, use-case discussions and fee queries.
• Share client feedback and market insights with product teams, including through surveys.
• Improve the client journey from onboarding to renewal, keep CRM records accurate, monitor billing delinquencies and report key portfolio metrics.

Required profile

• Experience in account management, client success or relationship management within financial services.
• Exposure to index, market data and/or options products strongly preferred.
• Established industry contacts and credibility across financial institutions.
• Understanding of renewal lifecycles and commercial accountability in a subscription or recurring-revenue business.
• Strong executive presence and excellent verbal and written communication skills.
• Ability to manage a diverse portfolio and balance multiple client priorities and deadlines.
• Preferred: Bachelor's degree and 5-8 years of relevant financial services experience.

Required skills

• CRM proficiency, preferably Salesforce; Jira and Sigma are a plus.
• Familiarity with exchange-related or market data products is a plus.