Customer Success Manager
Core
Manage the full customer journey including onboarding, training, adoption, and renewal support for global strategic accounts in the corporate segment to drive retention and usage growth.
Role type
Customer Success Manager (Strategic Accounts)
Builds
Client relationships and platform adoption for S&P Global Market Intelligence analytical solutions and data services.
Domain
Financial Services / Market Intelligence
Deliverable
client delivery
Required skills
CRM management (Salesforce), engagement tool proficiency (SalesLoft/Cadence), usage analytics interpretation, stakeholder management, consultative selling, workflow training delivery, strategic account planning
Preferred skills
Financial data platform experience (Bloomberg, Refinitiv, FactSet), data visualization (Tableau, Power BI), Customer Success certifications, enterprise account management (ACV >$100K)
Technologies
Salesforce, SalesLoft, Cadence, Tableau, Power BI, Looker, Bloomberg Terminal, Refinitiv, FactSet
Responsibilities
Develop and execute proactive engagement initiatives; drive platform adoption and usage growth; build and evolve account profiles in Salesforce; deliver product and workflow training; partner with Product Management to influence roadmap; leverage usage analytics for renewal strategies; serve as client voice internally.
Seniority
Mid-level (2-5 years experience)
