Global Head of Client Experience, Cboe Data Vantage
CboeAbout the role
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 our Chicago 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.
Key Responsibilities
- 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
- Senior Escalation & Internal Navigation - Serve as a senior escalation point for complex client issues, coordinating across Cboe internal teams - including Product, Technology, Operations, Legal, and Compliance - to drive timely resolution. Act as a strategic advocate who helps clients navigate the organization, ensuring they feel prioritized
- 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
- Client Experience Innovation - Continuously assess and improve the client journey across key touchpoints, from onboarding and adoption through renewal. Champion a culture of client-centricity within Data Vantage, influencing internal processes and behaviors, and evaluate tools and technologies - including CRM enhancements and client health dashboards - to scale and strengthen the team effectiveness
- 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
Qualifications
- 12+ years of experience in client success, account management, or relationship management within a B2B data, analytics, financial technology, or SaaS business
- Pr
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