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Account Manager – Client Relationships & Digital Engagement

LSEG · Heredia

🇬🇧 English
Salesforce Tableau Microsoft 365

Description du poste

About the role

The Account Manager will be based in Costa Rica and will serve LSEG’s US‑based clients within the Emerging book of business. You will act as a trusted advisor, combining a customer‑centric approach with a digital‑first mindset to drive revenue retention, growth and operational efficiency.

Key responsibilities

  • Develop deep relationships with assigned accounts, understanding client strategies, priorities and challenges.
  • Identify and pursue upsell and cross‑sell opportunities to increase client value and meet revenue targets.
  • Lead negotiations and close deals that deliver win‑win outcomes.
  • Streamline account administration for low‑value and high‑growth potential accounts using digital tools.
  • Collaborate with Sales Specialists, Customer Success Managers and product teams to ensure client satisfaction and retention.
  • Champion digital platforms (CRM, portals, digital communication tools) to deliver scalable, personalized engagement.
  • Monitor client health, product usage and trends through reporting tools and provide proactive solutions.

Required profile

  • Proven experience in account management or sales, preferably within financial markets.
  • Strong commercial acumen with a focus on digital adoption and data‑driven decision making.
  • Excellent communication and interpersonal skills, able to influence stakeholders at all levels.
  • Comfort working collaboratively across cross‑functional teams.

Required skills

  • Proficiency with CRM and digital tools such as Salesforce, Tableau and Microsoft 365.
  • Ability to analyse data and generate insights to guide account strategy.

Questions fréquentes

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LSEG

Heredia