Customer Success Executive

S&P Global, Inc.; City Of London; On-site; GBP 40,000 - 75,000; Full time

Benefits offered by this job

Health & Wellness benefits

Flexible downtime

Continuous learning opportunities

Retirement planning and education fund

Job summary

S&P Global Market Intelligence is seeking a Customer Success professional to engage senior clients, understand their workflows, and drive adoption of our platform within the alternative asset management space.

As part of the Key Accounts team, you will advise on how to maximize value, manage complex accounts, and partner with Product to influence the roadmap. Strong communication and data-driven mindset are essential.

Qualifications

• Excellent verbal and written communication with senior and technical stakeholders.
• Ability to manage complex client accounts and use cases with attention to detail.
• Comfort presenting to groups and delivering trainings (in-person and virtual).
• Data-driven with ability to synthesize usage data to inform strategy.

Responsibilities

• Engage directly with clients throughout their subscription term, building rapport and trust.
• Understand client workflows and success metrics, translating them into actionable success plans.
• Provide tailored onboarding and product demonstrations.
• Be the primary product contact for client queries and support.
• Drive product adoption using data and insights to identify trends, risks and opportunities.
• Identify upsell/cross-sell opportunities and collaborate with Account Management.
• Report feedback to Account Manager and inform roadmap priorities with Product.

Skills

Communication skills

Stakeholder management

Data analysis

Presentation skills

Financial services experience

CRM systems

Tools

CRM systems

Job description

About the Role

Grade Level (for internal use): 09 Our Customer Success function is an established segment of the Sales team at With Intelligence, working closely alongside Account Management, New Business, Product & Support. This team is responsible for driving adoption, engaging with clients, and improving the health of accounts to deliver measurable retention and growth. As part of the Key Accounts team, you will have the opportunity to work with senior stakeholders at leading firms in the alternative asset management space. You will act as their day-to-day contact advising on how to maximize their received value from the platform, as well as proactively finding opportunities to expand their use case. The candidate should be passionate about customer engagement with excellent communication skills and appreciate how good data discipline underpins this.

The Role

• Engage directly with clients throughout their subscription term, building rapport and trust
• Build deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans
• Provide tailored onboarding and training product demonstrations
• Become a key contact for any product related queries
• Proactively drive product adoption, using data and insights to identify trends, risks and opportunities
• Strategically identify, explore and push through upsell/cross-sell opportunities
• Report all feedback to Account Manager and in CRM systems, while collaborating with Product to inform roadmap priorities

Requirements

• Strong verbal and written communication skills, able to build rapport with senior and technical stakeholders
• Ability to manage complex accounts with multiple use cases while maintaining attention to detail
• Confident presenting to groups and facilitating training sessions (both in-person and virtual)
• Data-driven approach, confident manipulating multiple sources of usage data to inform strategy
• Commercially minded with the ability to understand client needs and link them to product solutions
• Experience in Financial services/Asset Management is a plus but not required

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission: Advancing Essential Intelligence.

Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:[e-mail] your request will be forwarded to the appropriate person. US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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