Role Purpose - Retain market share by enabling end users to maximize the value of the desktop, identify and focus on the “at risk” customers . - Grow Revenue within portfolio of accounts. - Specialists will use their specialist knowledge to demonstrate, and train on, relevant functionality and content to specific end user workflows, increasing usage, product stickiness and Thomson Reuters footprint. Responsibilities - Train new and existing end users on the desktop - Timely capture of end user intelligence in appropriate Customer Relationship Management (CRM) system - Increase product stickiness by demonstrating relevant new content and functionality that enable end users to make money - Take orders for small-volume sales of desktops and specialist data at existing customers - Identify “at risk” customers/end users and tactically focus on retaining them, bringing in Sales Specialists where required - Generate Sales leads in existing client portfolio - Provide customer feedback to product development/SBU and represent the “voice of the customer” - Participate in strategic migration activities as required Scope & Impact - Individual contributor - Responsible for end user account management for given asset class(es) in a specific region/territory - Works as part of a virtual team with the Account Team and other parts of the sales team. - Focus on retention - Carrying net sales targets - Travel as needed Relationships: Internal / External - Working with the Account Team - Passing customer feedback to the business - Interact with Internal Support Teams - Head of Desk (and levels below) - End Users (including interns, new hires, etc) - Market data Support/ Help Desk - Industry - Organizations Associations/Forums - Advanced regional market understanding; knowledge of financial markets; strong understanding of customers' business model - Significant product and workflow expertise (e.g. knowledge of financial modelling, Excel, MS Office); knowledge of specific tech./ data apps - Strong customer service skills - Strong Sales skills - Presentation skills (verbal & written) - Strong interpersonal skills - Ability to organize and execute a sales plan - Ability to use MIS systems
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