Customer Success Manager
Core
Drive product adoption, usage growth, and retention for S&P Global Market Intelligence clients through proactive engagement, training, and strategic account management.
Role type
Customer Success Manager (Strategic Accounts)
Builds
Client engagement strategies, product adoption programs, and account growth initiatives
Domain
Financial Services / Market Intelligence
Deliverable
product features
Required skills
consultative sales, client relationship management, product training, CRM management, usage analytics, stakeholder liaison
Preferred skills
financial services industry experience, CRM systems knowledge (Salesforce, SalesLoft), research platforms
Technologies
Salesforce, SalesLoft, CRM, Cadence systems
Responsibilities
Develop proactive contact initiatives with Marketing and Product teams; drive product adoption and usage growth; manage account profiles in Salesforce; provide product training and relay client feedback; monitor usage analytics to identify upsell opportunities; suggest solutions for client business trends; route enhancement requests to product stakeholders.
Seniority
Mid-level, hands-on IC