Client Specialist — Corporate Finance / Corporate Treasury recruitment
Client Specialist - Corporate Finance / Corporate Treasury
Role Purpose
What is the primary purpose of this role? How does it contribute to the achievement of overall business objectives?
• To build and grow desktop sales by embedding TR products into the daily workflow of Corporate end-users, including Corporate Treasury / Corporate Finance, Risk, Corporate MA/Development and other capital-market related topics.
• To provide value-added expertise (workflow solutions, consulting, guidance, training) to allow end-users to extract the most value from their TR desktop.
• To drive desktop revenue retention among existing clients.
• To build relationships and communities with end-users by understanding and fulfilling their
business needs.
• To communicate and share timely market event information to F2F staff in order to materially impact customer interactions.
• Strong knowledge of the Capital Markets with the know-how to advise decision-makers and market professionals on topics concerning Corporate Treasury / Corporate Finance, Risk, Corporate MA/Development and other capital-market related topics, knowledge of FX/MM as asset class highly desirable as well as a good understating relating to Fixed Income.
• Fluency in French and English is required
Major Responsibilities / Accountabilities
• Responsible for a "book" of business of Corporate desktop products and clients (including retention, growth, training and customer engagement), including Corporate Treasury / Corporate Finance, Risk, Corporate MA/Development and other capital-market related topics..
• Maintain desktop retention at client site by means of developing tailor-made solutions which include creating workflow-sheets or excel-based solutions. Also presenting alternative methods to improve efficiency of the usage of our products.
• Drive desktop sales including: (a) development execution of on-site displacement programs (b) execute global campaigns, develop and deliver customer relevant content campaigns (c) enhance user experience through expert use of workflow management (market insight, idea generation, tools, tips to relevant end-users).
• Collect and report competitive intelligence (e.g. heat maps, Blueprint).
• Upsell and drive messaging/community building, transactions and desktop add-on modules.
• Provide customer feedback directly to product development/ SBU (represent voice of the customer).
• Identify market ideas to engage a broad set of clients
• Participate in strategic migration and rollout projects of new software and products
• Enter relevant data into appropriate CRM systems as required.
Scope and Impact
• Responsible for desktop revenue under management for a given asset class (i.e. book of business) and working with account managers to forecast revenue opportunities
• Drive desktop sales from existing and new customers
• Target 80% customer site time
• Increase customer satisfaction at the desktop
• Travel may be needed in Europe West (France, Italy, Spain, Portugal, Belgium, Luxembourg, French-speaking part of Switzerland)
At Thomson Reuters, we deliver intelligent information quickly and efficiently, so professionals have knowledge to act. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare, and media markets, powered by the world's most trusted news organization.
Skills
Technical /Professional Skills Competencies
• Deep Market Understanding including a) basic market understanding b) knowledge of relevant market c) strong understanding of
customers' business model• Selling Skills (identify, develop, articulate proposition/ consultative selling)
• Significant Product and Workflow Expertise (e.g. knowledge of financial modeling, excel, MS Office); knowledge of trading floor tech./ data apps
• Strong customer service skills
• Other: Presentation skills (verbal written); Strong interpersonal skills; ability to organize and execute a sales plan; ability
to use MIS systems
Relationships: Internal / External
• INTERNAL: (1) Integrate into the Account Team (Daily interactions) • (2) Discuss with SBUs customer feedback, new product functionality
(weekly)• (3) Align with functional team• (4) Interact with Internal Support Teams
• EXTERNAL: Head of Desk (and levels below)• End Users (including interns, new hires, etc)• Market data Support/ Help Desk • Industry
Organizations Associations/Forums
Certifications / Education
• College/ university degree or relevant work experience equivalent required • Industry qualifications preferred (CFA, MBA, CMT, Series 7)
Professional Experience
• Over 5 years of industry related experience in financial markets preferred (i.e.. Fixed income workflow knowledge for Client Specialist
supporting fixed income trading)
• Proven track record in a quota bearing sales environment
• Training or related experience preferred
Behavioral Competencies
Focusing on Customers
Collaborating across Boundaries
Championing Innovation
Driving Results
At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With over 55,000 colleagues in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own.
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, gender, national origin, religion, sexual orientation, disability, age, or any other protected classification under country or local law. Thomson Reuters is an Equal Employment Opportunity/Affirmative Action Employer.
Intrigued by a challenge as large and fascinating as the world itself ? Come join us.
To learn more about what we offer, please visit careers.thomsonreuters.com.
More information about Thomson Reuters can be found on thomsonreuters.com.
J2W-IGNITE