FE fundinfo
As a Client Success Manager at FE fundinfo, you will own a portfolio of clients using Data Mastering products, guiding them from new users to confident, long-term partners. This role involves building trust, understanding client needs, and representing client voices internally to help shape product evolution. You will work at the intersection of client relationships and product strategy to drive success for both clients and the business.
FE fundinfo is a financial data and insights platform for investment professionals, bringing together FE Analytics, fundinfo, Crown Ratings, and Trustnet. It serves fund managers, fund distributors, discretionary fund managers, and financial advisers with data, analytics, and ratings to support sound decision-making. The platform aims to streamline middle-office operations and global distribution through a single technology stack powered by market-leading fund data and embedded AI. By delivering unified data and tools, FE fundinfo helps clients navigate market complexity with confidence.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for FE fundinfo.
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