Customer Success Manager
Core
Manage the full customer journey for corporate segment accounts, driving platform adoption, retention, and usage growth through proactive engagement and training.
Role type
Customer Success Manager (Corporate/Strategic Accounts)
Builds
Client relationships, platform adoption, and account-level strategic objectives for S&P Global Market Intelligence
Domain
Financial Services / Market Intelligence
Deliverable
client delivery
Required skills
CRM management (Salesforce), engagement strategy, training delivery, usage analytics, stakeholder management, product roadmap feedback
Preferred skills
Financial services domain expertise, data visualization (Tableau/Power BI), enterprise account management, CSM certifications
Technologies
Salesforce, SalesLoft, Cadence, Tableau, Power BI, Looker, Bloomberg Terminal, Refinitiv, FactSet
Responsibilities
Develop proactive engagement initiatives across the customer lifecycle; drive continuous service improvement and platform adoption; build and evolve account profiles in Salesforce; deliver product and workflow training; partner with Product Management to influence the roadmap; leverage usage analytics for renewal strategies and upsell opportunities; serve as a trusted advisor translating client objectives into recommendations; act as the client's voice internally to relay enhancement requests.
Seniority
Mid-level (2-5 years experience)