Credit Customer Success Manager
Core
Own the client experience for strategic accounts in Risk & Valuation Services and Desktop & Research, driving product adoption, retention, and commercial growth through trusted advisory relationships.
Role type
Senior Customer Success Manager (Financial Data)
Builds
Adoption of S&P Capital IQ Pro, Ratings Direct, and Credit Analytics solutions for enterprise financial clients
Domain
Financial services / Credit markets / Risk & Valuation
Deliverable
product features
Required skills
Credit markets knowledge, Enterprise account management, SaaS retention strategies, Cross-functional collaboration, Financial data product expertise, CRM tooling proficiency
Preferred skills
S&P Global Market Intelligence product experience, ChurnZero usage, Customer journey mapping, Risk/valuation workflows, B2B enterprise context
Technologies
Salesforce, ChurnZero, Calendly
Responsibilities
Drive renewal rates and reduce churn, Accelerate product adoption via training and engagement, Identify cross-sell and referral opportunities, Optimize customer journey and feedback loops, Lead cross-functional strategic programs, Champion Customer Success tooling
Seniority
Senior, hands-on IC