About the Role:

Grade Level (for internal use):

09Job Description

About the Role: Customer Success Manager

The Team: A dynamic global team, focused on large global accounts.  You are responsible for delivering a successful customer journey and touch points that create long term client engagement, driving product adoption, retention, user/usage growth and supporting strategic objectives on the account level.  This team will develop and execute data driven processes to deliver world class customer experience. 

Responsibilities and Impact:  You will be a key member of the Customer Success Team, responsible for creating, executing, and continuously improving the customer experience. You will work directly with the team to help our clients achieve their business needs. In this role you will partner with key senior stakeholders across Commercial and Product organizations to establish and refine best practices.

• Lead client engagement initiatives, driving product adoption, retention.
• Build strategic plans for product adoption on the account level within your Book of Business, and lead the initiatives with various internal stakeholders to achieve your objectives
• Build and maintain strong relationships with clients at all levels, and become their partner – i.e., end-users, business heads, senior managers, etc.
• Proactively assess and address user needs in order to drive the best possible client experience
• Create awareness in the user base of existing and new offerings and advise the best solutions, so that it is relevant and effective to users
• Identify referral opportunities for S&P Global Market Intelligence and cross-divisional services as part of client outreach

• Raise product/service enhancement queries, provide client feedback on core products. Keep team informed of competitive landscape and process changes
• Drive adoption of tools that support and enable Customer Success Managers to be more effective (i.e., SalesLoft, etc.)
• Inspire proactive activity and foster a positive and collaborative culture across Customer Success team as well as all stakeholder teams

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $56,392 to $90,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.  

What We’re Looking For:

Basic Required Qualifications:

• Bachelor’s degree. Holder in Finance, Economics or related working experience is preferred
• 4 -7 years of relevant Sales or Clients Servicing experience in the financial sector (either at a vendor or a Financial Institution such as Investment Management/Investment Banking/Private Equity Institution/Corporate Treasury) is preferred
• Fluent in English
• A persistent and proactive mindset to drive growth across client accounts with confidence
• Strong knowledge and understanding of Capital Markets and Financial Services Industry

Additional Preferred Qualifications:

• Excellent problem-solving skills and analytical capabilities (e.g., financial modeling)
• Solid presentation and communication skills (face to face, large groups, remotely)
• Team player and able to collaborate with global counterparts
• Ability to think creatively and optimize processes. Aptitude for problem solving, organized and detail oriented with strong written and oral communications skills.
• Advanced knowledge of Salesforce, Microsoft Excel, and MS Office

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

Return to Work:

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global