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About the Role
MSCI is expanding its Sustainability & Climate Client Specialist team and seeking a candidate to join our San Francisco office. As part of a team that leads the industry in providing Sustainability & Climate research to institutional investors globally, you will manage relationships across a territory of clients that includes some of the world's largest financial institutions. In this role, you'll develop deep expertise in MSCI's Sustainability & Climate products alongside a strong understanding of each client's business and investment processes. You'll use this knowledge to help clients apply our solutions across asset classes, delivering insight and best practices that support their goals. Success in this role is measured by account renewal rates, proactive client management and communication, contract value growth, and pre-sales collaboration with the sales and client service teams. Once a client begins using MSCI products, the Client Specialist owns the client experience — providing proactive education, domain expertise, and support throughout the relationship, including the renewal process.
Responsibilities
- Serve as the domain expert on MSCI's Sustainability suite of products, and master client objectives for integrating our solutions
- Manage client inquiries and issue resolution using Salesforce, Gainsight and other internal tools in partnership with Client Service team
- Monitor and ensure client satisfaction through projects and initiatives
- Achieve renewal and retention targets by managing a dedicated portfolio of accounts across finance segments such as insurance, asset management, and asset owners
- Drive revenue growth through outstanding service, proactive engagement, and relationship-building
- Partner with the Sales, and Client Service Specialist team to identify at-risk accounts, forecast risk, and develop retention plans in collaboration with cross-functional teams
- Develop and drive account management plans for clients
- Conduct regular account health checks
- Identify and communicate upsell opportunities to the sales team
- Build subject-matter expertise to support pre-sales, upsell, and training activities
- Act as a liaison between clients and internal teams such as Product and Research & Development on key client initiatives
- Be available to pursue some client focused business travel across the US West Coast
Requirements
- 5+ years of experience, ideally in a client-facing role within financial services or sustainability
- Interest in developing strong working relationships with external clients, with exposure to sustainable investing or finance preferred
- Developing understanding and/or willingness to leverage AI tools and techniques into day to day workflows
Skills
- Strong organizational, presentation, and communication skills
- Innovative, motivated, client-oriented, and commercially aware mindset
- Ability to manage projects and multitask independently
- Strong teamwork skills, with the ability to manage the expectations of a diverse and demanding client base
- Uncompromising personal and business integrity
Location
- San Francisco
Work Type
- Onsite
- Business Travel
Experience Level
- 5+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $110,000 - $143,000 / year
- Eligible for annual bonus
Benefits
- Transparent compensation schemes
- Comprehensive employee benefits, tailored to your location
- Flexible working arrangements
- Advanced technology
- Collaborative workspaces
- Global Orientation program
- Access to Learning@MSCI platform
- AI Learning Center
- LinkedIn Learning Pro
- Tailored learning opportunities for ongoing skills development
- Multi-directional career paths
- Eight Employee Resource Groups
About the Company
- MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.
Equal Opportunity
- MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.