Client Experience Relationship Manager

About the role

Cboe Data Vantage's Client Experience team is hiring a Relationship Manager to join its global Client Experience organization. The role owns a dedicated book of client accounts and drives retention, expansion and long-term client success across the market data, index and options risk and market analytics product lines. It is the named point of contact for a tiered portfolio, covering the full post-sale relationship in close partnership with Sales.

Key responsibilities

• Serve as the named Relationship Manager for an assigned, tiered portfolio of accounts, with coverage suited to each client's size and complexity.
• Own renewals, engaging proactively before contract dates to minimize churn and spot at-risk accounts early.
• Follow up with recently off-boarded clients to understand why they left and feed that insight back into retention strategy and product intelligence.
• Track client usage trends, flag underutilization risk and surface expansion opportunities.
• Maintain regular client touchpoints, including quarterly business reviews, and act as an advocate for complex issues across Product, Technology, Operations, Legal and Compliance.
• Partner with Sales to pass qualified expansion leads and stay ahead of new product features, reaching out to drive awareness and adoption.
• Contribute product feedback and help identify friction points across the client journey, from onboarding to renewal.
• Assist with onboarding new clients, including order forms, agreements, product training and fee questions.
• Maintain CRM discipline, keep at-risk account status current, follow up on billing delinquencies and report against key portfolio metrics.

Required profile

• Prior experience in account management, client success or relationship management within financial services.
• Experience with index, market data and/or options products; direct exposure to one or more is strongly preferred.
• Established contacts and credibility with firms across the financial industry.
• Working understanding of the renewal lifecycle and commercial accountability in a subscription or recurring-revenue business.
• Strong executive presence, ability to manage a tiered book of business and strong verbal and written communication skills.
• Preferred: BS degree, 5-8 years of experience in financial services account management, relationship management or client success.

Required skills

• CRM proficiency (Salesforce preferred).
• Familiarity with Jira and Sigma is a plus.
• Familiarity with Cboe products or exchange-related/market data products is a plus.