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 ID