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Job Details
About the Role: Grade Level (for internal use):09 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
- 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
- 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
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
Learn more about S&P Global