The Customer Success team is a dynamic global organization where the work evolves daily. The team develops and executes data-driven processes to deliver a world-class customer experience. Your focus may include client migrations, onboarding new users, or supporting global strategic accounts across the corporate segment.
Responsibilities and Impact:
As a Customer Success Manager focused on Visible Alpha (VA), you will be responsible for driving user engagement, product adoption, and satisfaction across VA Insights and VA on Pro. You will partner closely with Marketing, Product, Account Management, and Sales teams to deliver proactive initiatives that maximize the value VA brings to our clients.
Responsibilities Include:
- Lead targeted engagement campaigns for VA to increase product usage and deepen adoption.
- Develop expertise in the VA platform, staying current on new features, workflows, and best practices to deliver tailored training (virtual/in-person) aligned to client needs.
- Effectively position and pitch VA alongside Capital IQ Pro, articulating the integrated value proposition and demonstrating how the combined platforms address client needs and drive workflow efficiency.
- Cultivate strong relationships with VA power users and key stakeholders, understanding their business objectives and workflows to identify opportunities for greater platform utilization and expansion across departments.
- Partner with fellow CSMs to coordinate outreach and share insights on VA engagement across accounts.
- Monitor VA product usage, develop account profiles, and collaborate on renewal proposals and upsell opportunities.
- Capture and synthesize client feedback specific to VA/Estimates, ensuring enhancement requests are routed to the appropriate product teams.
- Use CRM and engagement platforms (Salesforce, ChurnZero) to plan, track, and optimize VA user interactions and campaigns.
Compensation/Benefits Information: (This section is only applicable to US candidates)
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S&P Global states that the anticipated base salary range for this position is $70,817 to $109,732. 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.
What We’re Looking For:
- Positive, proactive attitude and ability to work well in teams
- Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
- Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
- Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment
- Experience in a consultative sales or a client facing role (inside sales, prospecting, sales support, customer support) and in dealing with challenging situations
- Familiarity with Visible Alpha, Capital IQ, or similar research/analytics platforms is highly desirable
Basic Qualifications:
- Bachelor's degree required (Finance, Economics or related field preferred)
- 3-7 years work experience (experience in financial services industry and/or in a sales/account management role preferred)
- Exceptional communication skills with ability to listening to clients, articulating ideas and complex information in a clear and concise manner
- Strong MS office (Word, Excel, PowerPoint) skills are required
- Any knowledge of CRM systems (such as Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms would be advantageous
- Experience leveraging AI tools/platforms to analyze customer data, identify insights, and proactively address client needs, enhancing overall success and retention
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence.
What’s In It For You?
Our Mission:
Advancing Essential Intelligence.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
- 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.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Global Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains,
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