Customer Success Analyst

**Join TRG Screen: Building World-Class Teams. One Expert at a Time.** Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation? At TRG Screen, we're not just redefining how organizations manage their subscription expenses – we're shaping the future of the industry. With cutting-edge solutions and a commitment to excellence, we empower businesses around the globe to optimize their subscription investments and drive sustainable growth. Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen, your talent and ambition will find a home, where opportunities for growth and advancement abound. **About TRG Screen** TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India. TRG Screen is a portfolio company of Vista Equity Partners, one of the world’s largest and most respected private equity firms. **Customer Success Analyst** **\*Note: This role supports US-based clients and requires candidates to work US hours on a rotating schedule. Specific hours and rotation details will be discussed during the interview process.\*** ## Role Overview As a Customer Success Analyst, you will work directly with customers to ensure they have realized maximum value from our platform. Working in partnership with Customer Care, Sales, Professional Services, and Managed Services teams, you will help our customers achieve business goals and program impact while driving retention and growth for TRG Screen. You will be responsible for delivering an optimal customer experience, fostering positive customer outcomes, delivering proactive recommendations, and driving ongoing business impact. This role is ideal for candidates with customer-facing experience, analytics/data operations backgrounds, or strong analytical and problem-solving capabilities. You may support both Financial segment customers (banks, asset managers, hedge funds, and other enterprise financial institutions) and Legal segment customers (law firms and legal services organizations), managing market data workflows, compliance requirements, data operations, and operational efficiency. You will amplify the voice of the customer internally by driving continuous feedback into cross-functional teams on ways we can better serve our customers. **\*Note: This role supports US-based clients and requires candidates to work US hours on a rotating schedule. Specific hours and rotation details will be discussed during the interview process.\*** ## MISSION Our mission is to help customers realize the full value of their TRG Screen investment by turning complex operational challenges into efficient, compliant, and scalable solutions. We partner with customers to reduce friction, improve visibility and adoption, and deliver measurable business value and ROI. For our customers across both segments, this means helping transform manual, error-prone processes into streamlined, auditable systems that reduce risk, improve efficiency, and empower teams to focus on work that matters most. Customer Success Analysts develop a deep understanding of customer goals, identifying innovative solutions which align to desired platform outcomes. You will partner with customers to value realization to ensure customers are achieving their identified business outcomes. When our customers realize success, TRG realizes success via high customer satisfaction, growth, and retention. Key areas of emphasis and success indicators for our CS Analysts include: - Retention: Retain recurring revenue in customer portfolio while actively monitoring usage and compliance health to identify at-risk accounts early - Positive Customer Experience: Build customer usage, adoption, and perceived ROI by delivering an optimized customer experience and proving value throughout the customer journey—with particular emphasis on operational efficiency and regulatory compliance - Account Health & Risk Management: Monitor usage patterns, data quality, and contract compliance within customer portfolios. Proactively identify at-risk customers and execute on heal plays to retain the customer and improve overall account health. Drive expansion through upselling of adjacent workflows, not just feature adoption. - **\*Note: This role supports US-based clients and requires candidates to work US hours on a rotating schedule. Specific hours and rotation details will be discussed during the interview process.\*** ## REQUIRED SKILLS & CAPABILITIES - Proven track-record of helping customers drive sustained product adoption, customer satisfaction, and overall customer health - Effective at establishing credibility and influencing executive and operational leadership within large enterprise organizations - Skilled relationship builder who can develop trusted, multi-level relationships across key stakeholders (IT, operations, procurement, technical) within customer organizations - Proven ability to proactively nurture customer accounts to identify revenue expansion opportunities and ensure successful renewals - Understanding of the customer journey and experience serving as a strategic advisor in translating customers' goals into outcomes through ownership and execution of a customer success plan - Ability to prioritize accounts to focus efforts based on perceived risk, potential growth, strategic value, and renewal timeframe - Well-versed in communicating value and guiding customers to achieve their defined business objectives - Ability to translate product functionality into business impact—comfortable discussing data lineage, accuracy, analytical validation and reporting with both technical and business stakeholders - Can empathize with customers and stakeholders at all levels, with an ability to convert empathy into advocacy - Ability to solve complex challenges independently and confidently - Extensive experience leading effective and consistent customer Business Reviews based on defined rubric - Strong written and verbal communication skills - **\*Note: This role supports US-based clients and requires candidates to work US hours on a rotating schedule. Specific hours and rotation details will be discussed during the interview process.\*** ### TECHNICAL FLUENCY - Comfortable reviewing data and usage reports and explaining findings to customers - Familiarity with AI-assisted tools (e.g., for account insights, meeting intelligence, or workflow automation) and comfort utilizing these tools in a daily workflow ## BACKGROUND & EXPERIENCE (Preferred) - Background in mathematics, analytics, science, data operations, or related analytical fields preferred - Experience working within complex, highly regulated markets - Previous experience using CRM systems (e.g., Salesforce) ## CHARACTERISTICS THE IDEAL CANDIDATE WILL POSSESS - Curiosity - Bias for action - Resiliency - Strong time management skills - Comfort with ambiguity in data-driven problem solving - Strong analytical and quantitative thinking skills - Comfortable adopting AI-assisted tools to increase productivity and focus more time on strategic customer conversations. We expect CSMs to integrate these tools into daily workflows. - Travel 25% annually for strategic customer meetings and team offsites - **\*Note: This role supports US-based clients and requires candidates to work US hours on a rotating schedule. Specific hours and rotation details will be discussed during the interview process.\*** ## ABOUT THE CUSTOMER SUCCESS TEAM We're responsible for ensuring that clients have an amazing experience with TRG Screen. We are dedicated to every user's success and address challenges quickly and creatively. We act as staunch advocates for our clients, including identifying and responding to diverse client use cases. We take pride in developing personal relationships with our users and our team. We regularly support one another to ensure the success of our team and our clients. Our CSMs work across multiple segments and understand that our work directly impacts operational efficiency, compliance, and decision-making for some of the world's largest enterprises. Join TRG Screen and unlock your potential in an environment where innovation thrives, opportunities abound, and your contributions make a difference. We are an equal opportunities employer. We recognise and value the power of diversity in our workplace and are committed to being an employer of choice for everyone. We welcome and encourage applicants from all backgrounds. All applications for employment are considered strictly on the basis of merit. At TRG Screen, we understand that diverse and inclusive teams are not just beneficial, they are essential to our success. We recognize that embracing diverse perspectives, backgrounds, and experiences fosters innovation, enhances problem-solving capabilities, and drives better business outcomes. By cultivating a culture of inclusion where every voice is heard and valued, we empower our world class teams to thrive, excel, and drive positive change. We are proud of our diverse workforce and are dedicated to creating a safe and welcoming environment for all employees. People from various ethnicities, ages, genders, and abilities are encouraged to apply. **Privacy Notice for Applicants** TRG Screen is committed to protecting your privacy and handling your personal information responsibly. Information you provide during the recruitment process will be collected, processed, and stored in accordance with our Privacy Policy. We encourage all applicants to review our Privacy Policy to understand how we collect, use, and protect your personal data throughout the recruitment process. Our Privacy Policy is available at: [](http://www.trgscreen.com/privacy-policy). By submitting an application, you acknowledge that you have read and understood our Privacy Policy.