Client Success Manager
CFRA Research
Customer Service
London, UK
Posted on Apr 16, 2026
A Client Success Manager plays a critical role in servicing accounts that are key to the future success of the company. In this role you will work alongside the Senior Account Managers to execute on customized client engagement strategies to ensure our clients are deriving the maximum value from CFRA's services. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs.
- Department
- Account Management
- Employment Type
- Full Time
- Location
- London, UK
- Workplace type
- Fully remote
Key Responsibilities
- Develop a deep understanding of your clients, including their objectives, needs, and working styles
- Drive adoption of products/services
- Monitor usage data to target inactive users
- Maintain accurate users lists that reflect active users
- Seek opportunities for growth, specifically with user adds, within existing accounts
- Serve as the product expert for services within your client base
- Conduct product trainings
- Assist with inbound product and research related questions
- Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
- Partner with Marketing on campaign strategies within existing accounts
Skills, Knowledge and Expertise
- 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
- Previous experience servicing Wealth Management accounts is highly preferred
- Previous experience in a Research environment is highly preferred
- Hands-on experience with CRM tools (preferably Salesforce)
- Collaborative work ethic and a goal driven individual
- Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
- A customer-centric mindset with a passion for helping clients succeed
- Ability to prioritize tasks and manage multiple client requests
- Strong problem-solving skills and a proactive approach to addressing client challenges.
Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
About CFRA Research
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.
Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.
Our Hiring Process
Stage 1:
Applied
Stage 2:
Review
Stage 3:
Prescreen
Stage 4:
Interview
Register your interest below, and we’ll reach out when a position opens that aligns with your skills and career goals.