FactSet
FactSet

60 Factset Customer Success Manager Jobs Hiring Near You

FactSet creates flexible, open data and software solutions for over 200,000 investment ... managers, developers, and customer success to drive user-centric solutions. This is an excellent ...

Senior Product Manager - Data Solutions

New York, NY · On-site

$138.40K - $182.70K/yr

FactSet creates flexible, open data and software solutions for over 200,000 investment ... customer and business requirements. * Establish and track short- and long-term goals, success ...

FactSet creates flexible, open data and software solutions for over 200,000 investment ... They do not provide financial advice, nor do they perform management consulting functions. What We ...

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FactSet Jobs Information

What are the key skills and qualifications needed to thrive as a Customer Success Manager, and why are they important?

To thrive as a Customer Success Manager, you need strong relationship-building, problem-solving, and account management skills, typically backed by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, customer engagement tools, and data analytics software is commonly required. Excellent communication, empathy, and proactive thinking help you anticipate client needs and drive customer satisfaction. These skills and qualities are crucial for retaining clients, driving product adoption, and ensuring long-term business growth.

How does a Customer Success Manager typically collaborate with other departments to improve the client experience?

Customer Success Managers frequently work cross-functionally with teams such as Sales, Product, and Support to ensure clients have a seamless experience. They communicate customer feedback to the Product team for enhancements, coordinate with Sales to ensure smooth onboarding, and partner with Support to resolve technical issues quickly. This collaborative approach helps anticipate client needs and proactively address potential challenges, ensuring long-term satisfaction and retention.

What are Customer Success Managers?

Customer Success Managers (CSMs) are professionals who help customers achieve their desired outcomes while using a company's products or services. They act as the main point of contact for clients, guiding them through onboarding, addressing their concerns, and ensuring they receive ongoing value. CSMs also work closely with sales, support, and product teams to advocate for customer needs and foster long-term relationships. Their ultimate goal is to drive customer satisfaction, retention, and growth.

What is the difference between Customer Success Manager vs Account Manager?

AspectCustomer Success ManagerAccount Manager
Primary FocusCustomer retention and successSales growth and account expansion
Work EnvironmentProactively supports customers post-saleManages ongoing client relationships and renewals
Required SkillsCustomer service, communication, problem-solvingSales, negotiation, relationship management
Industry UsageTech, SaaS, software companiesConsulting, marketing, sales sectors

While both roles involve client interaction, Customer Success Managers focus on ensuring customer satisfaction and retention after the sale, whereas Account Managers primarily aim to grow existing accounts through upselling and renewals. Understanding these differences helps organizations assign the right responsibilities and professionals to each role.

What are the most popular categories at Factset?
Infographic showing various Customer Success Manager job openings at Factset in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 88% Physical, 8% Hybrid, and 4% Remote job distribution.
Event Marketing Manager - Fixed Term Contract

Event Marketing Manager - Fixed Term Contract

Factset

Toronto, ON

Full-time

Medical, Life, Retirement, PTO

Posted 27 days ago


Job description

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.

Your Team's Impact

About Irwin

Irwin, a FactSet company, builds software for investor relations teams. Our platform helps public companies understand who owns their stock, build relationships with the right investors, and run a more strategic IR program.In October 2024, Irwin joined FactSet. Together,we'rebringing investor relations workflows and capital markets data onto one connected platform used by thousands of finance professionals around the world.

At Irwin, events are one of the most important ways we show up for the investor relations community.They'rewhere we share ideas, introduce new product capabilities, and bring together the people who care deeply about the craft of investor relations.

Our team executes more than50 events every year- everything from webinars and small client gatherings to major industry conferences and large partner activations across North America and Europe.It'sa big program with a lot of moving parts, which meanswe'relooking for someonewho'scomfortable running the full spectrum of events.

This role is a15-monthmaternity leavecoverfor our Event Marketing Manager, andyou'llstep directly into the engine of our events program.You'llwork closely with marketing, sales, customer success, and product teams to plan events that educate the market,showcaseour platform, and strengthen relationships across the IR community.

If you're someone who likes owning projects end-to-end,sweatingthe details, and creating experiences that people actually remember, you'll probably feel right at home here.

The Role

As Irwin's Event Marketing Manager,you'llbring our brand to life through both virtual and in-person events - from webinars and client dinners to major industry conferences.

Working closely with the VP of Brand Marketing,you'llhelp run a global events program that supports sales, strengthens relationships with our clients, and introduces new audiences to Irwin.

What You'll Do

  • Plan and execute events across North America and EMEA, including owned events, partner programs, sponsored conferences, and client dinners.
  • Ownwebinarproduction end-to-end, from coordinating speakers and promotion to managing the live broadcast and handling post-event communications, recordings, and follow-up.
  • Own eventlogisticsfrom start to finish, including venues, vendors, registration, signage, technology, budgets, and on-site coordination.
  • Support sales enablement around events,maintainingtarget account lists, coordinating registration tracking in HubSpot, and ensuring leads are routed and followedup onafter each event.
  • Partner with product and customer success teamsto create event content that educates the IR community andshowcaseshow our platform helps teams do their jobs better.
  • Keep the program organized and moving, managing timelines, deliverables, and the event calendar through Asana.
  • Measure and report on performance, tracking registrations, pipeline, and ROI in HubSpot and sharing insights that help us improve future events.
  • Bringnew ideasto the table,identifyingopportunities, formats, and partnerships that strengthen Irwin's presence in the IR community.

What We're Looking For

Required Skills

  • Bachelor's degree required
  • 4+ years of B2B event or field marketing experience, and you know how to design events peopleactually wantto attend.
  • You thrive in a fast-moving environment.With dozens of events happening throughout the year, you know how to prioritize, stay organized, and keep things moving even when timelines overlap.
  • You'rea strong communicator.Events touch a lot of teams - marketing, sales, product, customer success, leadership - andyou'recomfortable keeping everyone aligned and informed.
  • You'reorganized anddetail-oriented.From vendor coordination to attendee communications, you know how to keep the moving pieces undercontrolso events run smoothly.
  • You bring a creative lens to event marketing.We'renot interested in repeating the same old B2B playbook - we want someone who enjoysthinking outside the boxand creating experiences peopleactually remember.
  • You'recomfortable with marketing tools like HubSpot and Asana, and quick to learn new platforms like Zoom Events, Descript, or Canva when needed.
  • You know how to measure what matters.You'recomfortable tracking registrations, pipeline, and event performance, and using that data to improve the next program.
  • You'reopen to travel, both within North America and internationally, depending on the event calendar.

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
  • Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
  • Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
  • A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
  • Career progression planning with dedicated time each month for learning and development.
  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn more about our benefits here.

The budgeted salary range for this position is 80,000 - 92,000 CAD.

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more atwww.factset.comand follow us onXandLinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.