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About the Role

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

• Manage the full customer journey across key lifecycle touchpoints, including onboarding, training, adoption, ongoing engagement, and renewal support.
• Drive long-term client engagement, platform adoption, retention, user and usage growth, and account-level strategic objectives.
• Strengthen the organization's relationship with existing accounts and reinforce their decision to partner with S&P Global Market Intelligence.
• Deliver a cohesive and proactive customer journey to help clients realize meaningful value from analytical solutions and data services.
• Influence renewal outcomes, usage expansion, and account health through targeted engagement plans, workflow training, value identification, and partnership with internal teams.
• Deepen client relationship skills while expanding industry and product expertise.
• Help users adopt platforms, understand new capabilities, and integrate tools into their workflows.
• Build skills that support multiple career paths within Customer Success, Relationship Management, Sales, or Product.
• Develop and execute proactive and ongoing engagement initiatives across the customer journey in collaboration with Marketing, Product, and account teams.
• Drive continuous service improvement with a strong focus on platform adoption, usage growth, and value realization.
• Build and evolve account profiles in Salesforce, including affiliations, departmental footprint, business priorities, and changes in user needs.
• Deliver role-specific product, workflow, and new-release training in person or virtually, ensuring clients understand and adopt new functionality.
• Partner with Product Specialists and Product Management to understand new enhancements and share client feedback that helps influence the roadmap.
• Leverage usage analytics to identify trends, inform renewal strategies, and uncover opportunities for adoption or potential upsells.
• Develop a deep understanding of client objectives and industry trends and translate that insight into practical recommendations, serving as a trusted advisor across client projects and initiatives.
• Serve as the client's voice internally and ensure enhancement requests and recurring themes reach the appropriate teams.
• Use CRM and engagement tools such as Salesforce and SalesLoft or Cadence to track activity, manage outreach, and execute structured engagement plans.

Requirements

• Strong MS Office skills, including Word, Excel, and PowerPoint.
• Two to five years of work experience, ideally in financial services, customer success, client-facing roles, account management, or consultative sales environments.
• Experience using CRM systems such as Salesforce, with comfort navigating engagement or cadence tools.
• A positive, proactive attitude and the ability to work collaboratively in a fast-moving environment.
• Exceptional listening and communication skills with the ability to convey complex information clearly and concisely.
• Proven ability to build strong relationships with senior client stakeholders and maintain a high level of client satisfaction.
• Strong organizational skills, with the ability to prioritize, multitask, and manage competing demands.
• Curiosity, problem-solving ability, and an interest in understanding market trends and client needs.
• Bachelor's degree required, preferably in Finance, Economics, Business, or a related field.
• Customer Success or account management certification (such as Customer Success Association certification, Salesforce Administrator certification, or similar professional credentials).
• Experience with financial data platforms or market intelligence tools (such as Bloomberg Terminal, Refinitiv, FactSet, or similar analytical platforms used in investment research and financial analysis).
• Proficiency with data analytics and visualization tools (such as Tableau, Power BI, Looker, or similar platforms for interpreting usage metrics and client engagement data).
• Demonstrated track record of achieving measurable customer outcomes (including retention rates above 90%, successful management of enterprise accounts with ACV over $100K, or proven experience driving platform adoption increases).
• Limited to persons with indefinite right to work in the United States.
• External candidates reaching the final stage must attend at least one in-person interview before an offer can be made.

Skills

• MS Office
• Salesforce
• SalesLoft
• Cadence
• Data analytics
• Data visualization
• Financial data platforms
• Market intelligence tools
• Bloomberg Terminal
• Refinitiv
• FactSet
• Tableau
• Power BI
• Looker

Location

• New York, New York, United States

Work Type

• Onsite

Experience Level

• Two to five years

Education Level

• Bachelor's degree

Salary/Compensations

• $59,212 to $84,048

Benefits

• Annual incentive bonus
• Health care coverage designed for the mind and body.
• Generous time off.
• Access to resources for career growth and learning new skills.
• Retirement planning.
• Continuing education program with a company-matched student loan contribution.
• Financial wellness programs.
• Perks for partners and children.
• Retail discounts.
• Referral incentive awards.

About the Company

• 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.
• 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.
• 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.

Equal Opportunity

• S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.
• Only electronic job submissions will be considered for employment.
• If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.