Team Leadership - Manage and develop a global team of Relationship Managers, establishing clear expectations, career paths, and a high-performance culture
Retention & Renewals - Own the renewal process across the portfolio, ensuring proactive engagement well ahead of contract dates and minimizing churn
Book of Business Oversight - Ensure every account has a named RM with structured coverage tiered by size and complexity
Usage & Health Monitoring - Build processes to track client usage trends, flagging both underutilization risk and expansion signals across the portfolio
Client Engagement - Set and enforce standards for client touchpoint cadence, including regular check-ins and quarterly business reviews
Commercial Alignment - Partner closely with sales to pass qualified expansion leads and ensure seamless handoffs throughout the client lifecycle
Product Intelligence - Serve as the voice of the client into product teams, systematically surfacing feedback, unmet needs, and market signals from the RM team daily interactions
Operational Excellence - Drive CRM discipline, at-risk account identification, and consistent reporting against key metrics
How We will Measure Success
Net Revenue Retention (NRR) and gross renewal rate
Client satisfaction scores (NPS/CSAT)
Qualified leads sourced and passed to sales
Client meeting and touchpoint frequency against tier-based targets
CRM hygiene and at-risk account coverage
Requirements
12+ years of experience in client success, account management, or relationship management within a B2B data, analytics, financial technology, or SaaS business
Proven track record managing and growing a team responsible for a recurring revenue portfolio
Deep understanding of the renewal lifecycle and commercial accountability in a subscription-based business
Experience building or significantly scaling a client-facing organization - not just running one
Strong executive presence and ability to engage confidently with senior client stakeholders
Familiarity with financial markets data or exchange-related products a plus
CRM proficiency (Salesforce preferred); data-driven approach to portfolio management
Benefits and Perks of working for Cboe Global Markets
We value the total wellbeing of our people - including health, financial, personal and social wellness. We believe standard benefits like health insurance and fair pay are a given at any organization. Still, you should know we offer:
Fair and competitive salary and in
Benefits
Health insurance
Additional Information
Job Description:
Building trusted markets - powered by our people
At Cboe Global Markets, we inspire our people to solve complex challenges together because what we do matters. We provide the financial infrastructure that powers the global economy. As a leading provider of market infrastructure and tradable products, Cboe delivers cutting-edge trading, clearing and investment solutions to market participants around the world.
We're building meaningful ways to support professional and personal development while strengthening the trust we've earned as a global market leader. Our teams are empowered to share ideas, actively pursue them and bring on a challenge. As champions of internal mobility and access to opportunity, we encourage our people to "go for it" and equip our managers with the training to coach their teams to the next level. We strive to provide employees a safe space to network, share ideas and create opportunities.
Please note: To support strong partnership and team connection, this role follows a four day in office work model in either our Chicago or NYC office.
Cboe Data Vantage is seeking an individual to lead our global Client Experience function. This is a high-visibility leadership role responsible for building a best-in-class relationship management organization. You will own the post-sale client relationship across a global book of recurring revenue accounts - driving retention, expansion, and long-term client success.
This is a rare opportunity to define what great looks like for client relationship management at a global exchange and data business. The role sits at the intersection of commercial strategy, client relationships, and product intelligence in one of Cboe highest-growth businesses.
Cboe · New York, NY