Account Manager
At a glance
Mid-level Account Management role at LSEG. CRI-Lagunilla de Heredia-Ultra · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage US client accounts in the Emerging book from Costa Rica, building trusted relationships and understanding client priorities
- Match customer needs to business propositions, then pursue upsell and cross-sell opportunities
- Negotiate commercial outcomes while coordinating with Sales Specialists, Customer Success Managers, and other teams
- Use CRM, portals, reporting tools, and analytics to monitor product usage, account health, and client trends
- Improve account planning, pipeline management, and lifecycle processes for scalable customer engagement
What you bring
- A bachelor’s degree in business, marketing, or a related area plus three years of sales or account management experience
- Alternatively, five years in sales and negotiation with a record of consistent growth, or equivalent experience
- Advanced English and experience with account management or sales that emphasizes digital adoption
- Knowledge of financial markets and client workflows, with confidence using CRM and digital tools such as Salesforce, Tableau, or Microsoft 365
Who this fits
You’ll suit this role if you can advise financial-market clients, find value opportunities, and use data and digital tools to guide account decisions. The position is based in Costa Rica and covers clients across the US. It suits someone comfortable influencing across teams and organizational levels.
From the employer
At LSEG, we pride ourselves on fostering deep customer relationships that drive revenue retention and growth. As an Account Manager, you will play a crucial role in maintaining these relationships while embracing a digital-first mindset and operational efficiency to deliver exceptional client outcomes. This role is pivotal in leveraging technology, data, and scalable engagement models to strengthen client partnerships and business results. This role will be based in Costa Rica covering clients across the US, within the Emerging book of business.
Role Responsibilities & Key Accountabilities
Client Relationship & Commercial Excellence
Customer-Centric Approach: Understand customers’ strategies, priorities, and needs. Act as a trusted advisor by anticipating challenges and providing tailored solutions.
Engaging Conversations: Master our business propositions and connect client needs with our offerings.
Account Management: Build strong relationships within accounts, becoming the go-to resource for client needs.
Revenue Growth: Identify upsell and cross-sell opportunities to maximize client value.
Negotiation & Deal Closure: Drive win-win outcomes through effective negotiation and leveraging networks.
Operational Efficiency: Streamline account administration for lower-value and high-growth potential accounts.
Collaboration: Partner with Sales Specialists, Customer Success Managers, and other teams to drive revenue growth, retention, and customer satisfaction.
Customer Engagement: Ensure satisfaction by proactively addressing concerns and supporting client goals.
Interpersonal Skills: Communicate confidently across all organizational levels.
Problem-Solving: Apply creative solutions to client challenges.
Relationship Management: Navigate complex organizational structures effectively.
Digital Engagement & Transformation
Champion digital platforms (CRM systems, portals, and digital communication tools) for scalable, personalized interactions.
Adopt a digital-first mindset, leveraging technology and analytics to enhance engagement.
Use reporting tools to monitor client health, product usage, and trends for proactive solutions.
Collaborate with digital customer success, product, and technology teams to align account strategies with broader digital transformation goals.
Promote operational excellence through technology-enabled processes like pipeline management, account planning, and customer lifecycle frameworks.
Key Success Metrics: Retention, Gross Sales, Net Promoter Scores, and Product Usage.
Qualifications & Experience
Proven experience in account management or sales with strong digital adoption focus.
Familiarity with financial markets and client workflows; ability to identify value opportunities.
Strong communication and interpersonal skills to build trust and influence.
Proficiency with CRM and digital tools (e.g., Salesforce, Tableau, Microsoft 365).
Comfort with data-driven decision-making and analytics.
Ability to work collaboratively across cross-functional teams.
Industry Experience: Relevant experience within the customer segment.
Product Knowledge: Ability to articulate product propositions effectively.
Basic Qualifications
Bachelor’s degree in Business Administration, Marketing, or related field and 3+ years of sales/account management experience
OR 5+ years of sales and negotiation experience with consistent growth
OR equivalent experienceAdvanced English proficiency
Career Stage:
Senior AssociateLondon Stock Exchange Group (LSEG) Information:
Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.
If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
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