Chicago Board Options Exchange

Global Head of Client Experience, Cboe Data Vantage

Chicago Board Options Exchange$219K — $323K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12+ years in client success or account management in B2B data or SaaS
  • Proven experience managing a team and growing a recurring revenue portfolio
  • In-depth understanding of subscription-based renewal processes
  • Experience scaling client-facing organizations
  • Strong executive presence for engaging senior clients
  • Familiarity with financial markets and exchange products preferred
  • Proficient in CRM tools, especially Salesforce, with a data-driven approach

Responsibilities

  • Lead and develop a global team of Relationship Managers
  • Own the renewal process to minimize client churn
  • Ensure every account has designated coverage by size and complexity
  • Monitor client usage and identify risks and opportunities
  • Set standards for client engagement and regular touchpoints
  • Act as a senior escalation point for complex client issues
  • Collaborate with sales to facilitate expansion lead handoffs
  • Advocate for client needs with product teams
  • Continuously improve the client journey and internal processes
  • Drive operational excellence and report on key metrics

Benefits

  • Generous paid time off including vacation and community service days
  • Health, dental, and vision benefits with telemedicine access
  • 2:1 401(k) match up to 8% immediately
  • Discounted Employee Stock Purchase Plan
  • Tax Savings Accounts for health and transportation needs
  • Employee referral bonus program
  • Volunteer opportunities to give back to communities
  • Complimentary lunch and snacks at Cboe offices
  • Paid tuition assistance and education opportunities
  • Paid parental leave and fertility benefits
  • On-site gyms and fitness discounts
Full Job Description
Please note: To support strong partnership and team connection, this role follows a four day in office work model in either our Chicago or NYC 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
  • Proven track record managing and growing a team responsible for a recurring revenue portfolio
  • Deep understanding of the renewal lifecycle and commercial accountability in a subscription-based business
  • Experience building or significantly scaling a client-facing organization - not just running one
  • Strong executive presence and ability to engage confidently with senior client stakeholders
  • Familiarity with financial markets data or exchange-related products a plus
  • CRM proficiency (Salesforce preferred); data-driven approach to portfolio management


Benefits and Perks of working for Cboe Global Markets

We value the total wellbeing of our people - including health, financial, personal and social wellness. We believe standard benefits like health insurance and fair pay are a given at any organization. Still, you should know we offer:
  • Fair and competitive salary and incentive compensation packages with an upside for overachievement
  • Generous paid time off, including vacation, personal days, sick days and annual community service days
  • Health, dental and vision benefits, including access to telemedicine and mental health services
  • 2:1 401(k) match, up to 8% match immediately upon hire
  • Discounted Employee Stock Purchase Plan
  • Tax Savings Accounts for health, dependent and transportation
  • Employee referral bonus program
  • Volunteer opportunities to help you give back to your communities


Some of our associates' favorite benefits and perks include:
  • Complimentary lunch, snacks and coffee in any Cboe office
  • Paid Tuition assistance and education opportunities
  • Generous charitable giving company match
  • Paid parental leave and fertility benefits
  • On-site gyms and discounts to other fitness centers


#LI-CP2

Salary Ranges (applicable for US locations only)
At Cboe, we are committed to providing a competitive, transparent, and market-informed total rewards program. The anticipated base salary range for this role is $219,725-$323,125, with actual compensation determined by job-related factors such as skills, relevant experience, education, internal alignment, and location.

This role may also be eligible for annual incentive compensation and, where applicable, participation in Cboe's long-term equity programs.

Additional information about Cboe's total rewards program, including benefits and other compensation components, can be found here: Total Rewards at CBOE.

Any communication from Cboe regarding this position will only come from a Cboe recruiter who has a @cboe.com email or via LinkedIn Recruiter. Cboe does not use any other third party communication tools for recruiting purposes.

About Chicago Board Options Exchange

The Chicago Board Options Exchange, located at 433 West Van Buren Street in Chicago, is the largest U.S. options exchange with an annual trading volume of around 1.27 billion at the end of 2014. CBOE offers options on over 2,200 companies, 22 stock indices, and 140 exchange-traded funds. The Chicago Board of Trade established the Chicago Board Options Exchange in 1973. The first exchange to list standardized, exchange-traded stock options began its first day of trading on April 26, 1973, in celebration of the 125th birthday of the Chicago Board of Trade. The CBOE is regulated by the Securities and Exchange Commission and owned by Cboe Global Markets.
Learn more about Chicago Board Options Exchange
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