Customer Success Upgrade Specialist

Customer Success Upgrade Specialist Are you a confident and experienced business driven individual passionate about the importance of data and technology to power the financial ecosystem? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. The Customer Success Upgrade Specialist is responsible for supporting the LSEG Product Upgrade initiatives by ensuring a seamless upgrade of clients to our next-generation platforms. This role focuses primarily on driving value in the Upgrade Process through timely, accurate, and cohesive transfer of client layouts from the legacy platforms to our next-generation solutions. You will support clients from various workflows, including Sales & Trading, Commodities, Asset Management, Wealth, and Investment Banking across the Americas region. As a Customer Success Upgrade Specialist, you will work closely with Customer Success Managers, Project Managers, and Product Managers, among others, in moving clients to the latest platform within agreed timelines. In addition, you will serve as an advocate for our customers in highlighting functionalities and features that will align client needs with our product roadmap. This will be done through collaboration with internal stakeholders to resolve any gaps as well as raise enhancements to improve product experience, among others. Role Responsibilities: Convert and migrate client customized files and layouts from legacy platforms to new solutions within agreed timelines. Collaborate with Customer Success Managers in tailor-fitting these files to client workflow needs. Collaborate with the Helpdesk, Product, Content, and other internal partners to resolve issues uncovered during the upgrade process. Build deep product expertise and advocate for enhancements by collaborating with internal customers. Provide insights to Product Management, Customer Strategy & Execution, and Account Team on product experience and trends to align customer needs with business strategy/roadmap. Qualifications and Experience Required Strong knowledge of Microsoft Excel. Customer oriented attitude. Eagerness to learn. English proficiency. Attention to detail, high quality and accuracy. Problem solving mentality uncover issues and think out of the box to offer creative solutions and relentless to push for resolutions. Ability to complete tasks in a timely manner with a sense of urgency. Bachelor’s degree or equivalent. or equivalent experience required. Financial markets knowledge (includes Equities, FX, Fixed Income, Funds, Macroeconomics) is a plus. Strong knowledge on LSEG Desktop product functionalities is a plus. Strong knowledge of Microsoft Excel Deep attention to detail Ability to complete tasks in a timely manner with high quality and accuracy. Problem solving attitude - uncover issues and think out of the box to offer creative solutions. Relentless in pushing for issue resolution. Ability to adapt in a fast-paced environment and rapidly changing market. Proactive and positive demeanor as well as Growth mindset, has a steadfast approach to increase customer satisfaction. Proven track record and passion for driving outcomes. Location: Heredia, Costa Rica 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. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. 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. 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. If you want to apply for a job, please click the Apply button. You will then be redirected to our Careers sign-in page where you can enter your existing credentials or set up an account with us. If there is nothing that currently suits you, feel free to send us your Resume/CV LSEG (London Stock Exchange Group) 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 culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential. Our Data & Analytics, Capital Markets and Post Trade divisions have a combined power that provides a comprehensive, integrated suite of trusted financial market infrastructure services to help our customers pursue their ambitions. Explore our divisions LSEG is headquartered in the United Kingdom, with significant operations in 70 countries across Europe, the Middle East, Africa, North America, Latin America and Asia Pacific. Find out more Hear from people working across LSEG about their experience in a variety of areas. From technical innovations and use of data to volunteering and inclusion. Get to know some of our people who are pushing the boundaries of technology, finance and more around the world.