Client Specialist

Improve Retention. Strengthen and enable the core

Retention rate at 92.5% month on month. Canx cap per month for Banking $20K

Deliver on Quarterly Net Desktop Sales target - Achieve Net Desktop Sales Target of $240K for 2016 i.e. $60K per Qtr

Improve customer experience by showcasing new product functionalities and increase app / calculators usage.

Understanding deep financial markets workflow and pain points of our clients and helping them in their job by showcasing how our data and software will help them (suggestive selling)

Actively engaging on canx threats through onsite visiting. / DS / T1

Bring in client intelligence into the sales reviews and cancellation analysis discussions. Work in close collaboration with AM, TAM teams

Ensure close to 70% of the booked cancellations are pre-empted by you via salesforce

Upskill in Datascope suite of products, complete EIKON certification and relevant market GCP

Contribute towards special projects like AIM and FXT migrations ahead of time

Accelerate in high growth areas:

Enterprise wide propositions to customers. Feeds, Solutions, Risk, GST propositions to be spoken of

Lead generation

Operational Efficiency - work smartly and with sense of urgency

Maintain accurate and updated Baseline Data Set - User/Contact Database (Minimum of 97% correctness). Quarterly check point

Ensure salesforce discipline by categorising customers accurately and in a timely fashion, on the basis of EIKON user status

Assume responsibility of self assigning non-tagged users - Biweekly rhythm to be followed

Complete floor plans for each of your accounts. Tag competition

Achieve minimum of 90% completion of DEU events per month

Mitigate instances of 2 and 3 step down in usage using BI apps

Customer Experience

Use Business intelligence tools for Eikon Usage to maintaining lapsed/never_used at 10 %. High and Medium usage together to be maintained at 80% or more

Increase mobile usage. Raise shortfall to product team

Track and improve FXT usage

Actively contribute towards bridging content and product gaps. Raise client requirements via CE / JIRA and follow through to completion. Escalate where required. Assist Market Development in building business case

Deliver advanced classroom/e-training / University sessions engage with internal analysts as well as external market participants to deliver advanced financial markets webinars

Maintain DLT within 120 days average

Engagement of 90/month with min of 50 % unique contacts. 100% users touched in 6 months

Minimum 2 EIKON day or client site events per month

1 functionality per week to be sent to customer via mail chimp

For Managers in addition to the above

Develop 3 specific campaigns or initiatives each- to create a replicable model of retention.

Identify Market trends and work with Market Dev to create and execute a business plan.

Build networks- Record activity around industry, key clients.

Thought leadership- Sit on one industry panel every six months to promote TRs capabilities

Collaboration- demonstrate how you are driving local, regional and global collaboration


Ensure Talent Card is completed in Workday

Top Talent on-boarded and teams up-skilled

Work with Talent Management to improve and deliver capability training, and up-skill team to cross sell into broader market areas.

Engage in regular (monthly?)structured (and ad hoc) coaching session to maximise team engagement and feedback.

Participate in client visits with all team members to assess performance, plus broadening client reach.

Ensure that trust and integrity of teams are being nurtured and that behavioral patterns are consistent with TR values.

Motivate and guide to best in breed behaviors and results.

Training- Communicate and deliver training to new hires

Thomson Reuters provides professionals with the intelligence, technology and human expertise they need to find trusted answers. We enable professionals in the financial and risk, legal, tax and accounting, and media markets to make the decisions that matter most, all powered by the world's most trusted news organization.

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 50,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Bring your ambition to make a difference. We'll bring a world of opportunities.

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 our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

Intrigued by a challenge as large and fascinating as the world itself? Come join us.

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