Credit Customer Success Manager
Core
Own the client experience for strategic accounts in Risk & Valuation Services and Desktop & Research, driving renewal rates, reducing churn, and accelerating adoption of credit analytics and financial data products.
Role type
Senior Customer Success Manager (Financial Data)
Builds
S&P Capital IQ Pro, Ratings Direct, and Credit Analytics solutions for enterprise financial clients
Domain
Financial services, credit risk, and financial data analytics
Deliverable
product features
Required skills
Credit markets knowledge, enterprise account management, recurring revenue/SaaS retention strategies, cross-functional collaboration, complex financial communication
Preferred skills
S&P Global Market Intelligence product experience, Salesforce/ChurnZero proficiency, risk and valuation workflows, customer journey mapping
Technologies
Salesforce, ChurnZero, Calendly
Responsibilities
Drive customer success outcomes by engaging strategically with clients to increase renewal rates and reduce churn; Accelerate product adoption through targeted engagement and training; Identify growth opportunities including referrals and cross-sell; Optimize the customer journey by mapping touchpoints and capturing feedback; Lead cross-functional collaboration with Account Management, Sales, Product, and Support; Champion Customer Success tooling to enhance team productivity.
Seniority
Senior, hands-on IC