Senior Customer Success Manager

S&P Global, Inc.; New York (NY); On-site; USD 71,000 - 91,000; Full time

Benefits offered by this job

Health & Wellness

Flexible Downtime

Continuous Learning

Invest in Your Future

Family Friendly Perks

Beyond the Basics

Job summary

S&P Global in New York, NY is seeking an experienced Customer Success professional to drive proactive engagement and strengthen strategic relationships across global accounts in the corporate segment.

The role focuses on onboarding, renewal readiness, and cross-functional collaboration with Marketing, Product, Account Management, and Sales to deliver tailored solutions and measurable outcomes for clients and growth for the business.

Qualifications

• Strong MS Office (Word, Excel, PowerPoint) skills.
• 3-5 years work experience in a client-facing role.
• Excellent listening, communication, and relationship-building abilities.
• Experience in consultative sales or client-facing roles in financial services is a plus.
• Knowledge of CRM systems (Salesforce, ChurnZero, SalesLoft) and data analytics tools (Power BI) is advantageous.

Responsibilities

• Lead proactive customer engagement initiatives with cross-functional teams.
• Cultivate relationships with power users and key stakeholders.
• Develop specialization in key industry verticals or customer segments.
• Align solutions with client objectives and market trends.
• Deliver tailored training sessions (virtual/in-person).
• Deepen knowledge of Data & Research offerings and share best practices.
• Drive user adoption via campaigns, webinars, and 1:1 engagements.
• Analyze Salesforce data to build account profiles and support renewals.
• Collaborate with CSMs to coordinate outreach across product areas.
• Monitor product usage and update account profiles for insights.
• Capture client feedback and route enhancement requests to product teams.
• Influence product roadmaps with customer insights.
• Evolve digital engagement strategies to scale impact.

Skills

MS Office

Client relationships

Consultative sales

Communication

Education

Bachelor's degree in Finance, Economics or related field

Tools

Salesforce

ChurnZero

SalesLoft

Power BI

Job description

About the Role

Grade Level (for internal use): 10 The Team: The Customer Success team is a dynamic global organization where the work evolves daily. The team develops and executes data-driven processes to deliver a world-class customer experience. Your focus may include client migrations, onboarding new users, or supporting global strategic accounts across the corporate segment.

Responsibilities and Impact

Lead proactive and innovative customer engagement initiatives in close collaboration with Marketing, Product, Account Management, and Sales teams. Cultivate strong relationships with power users and key stakeholders. Develop specialization in key industry verticals or customer segments. Stay attuned to client business objectives and market trends to identify tailored solutions. Deliver tailored training sessions (virtual/in-person) aligned to user roles and workflows. Continuously deepen understanding of Data & Research products and services, including new features and offerings. Act as a knowledge resource across the team by sharing best practices, campaign strategies, and leading special projects or initiatives. Drive user adoption and product usage growth through targeted campaigns, webinars, and one-on-one engagements. Maintain strong relationships across user personas. Analyze and evolve customer profiles within Salesforce, capturing key attributes such as departmental use, geographic presence, and business objectives. Partner with fellow CSMs to evaluate engagement across product areas and accounts, aligning on opportunities for coordinated outreach or specialization. Monitor product usage and develop account profiles including geographic/departmental presence, relationship history and business interests to support in the develop of renewal proposals and potentially identify upsell opportunities Capture and synthesize client feedback, ensuring enhancement requests are routed to the appropriate product stakeholders. Influence product roadmaps by surfacing customer insights and trends. Evolve the digital customer engagement strategy to scale impact across the userbase. Leverage webinars, digital channels, automation tools, and data insights to drive product adoption. Leverage CRM and engagement platforms (e.g., Salesforce, ChurnZero) to plan, track, and optimize client interactions and campaigns.

Compensation/Benefits Information

(This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $70,817 to $90,732. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive bonus.

What We’re Looking For

Basic Required Qualifications: Strong MS office (Word, Excel, PowerPoint) skills 3-5 years work experience Positive, proactive attitude and ability to work well in teams Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment Experience in a consultative sales or a client facing role (inside sales, prospecting, sales support, customer support) and in dealing with challenging situations Additional Preferred Qualifications Bachelor's degree in Finance, Economics or related field preferred 3-5 years work experience in the financial services industry and/or in a sales/account management role Any knowledge of CRM systems (such as Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms would be advantageous

Right to Work Requirements

This role is limited to persons with indefinite right to work in the United States. We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.

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. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [e-mail]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre‑employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

Equal Opportunity Employer

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

CSSGRP202.1 - Middle Professional Tier I (EEO Job Group)

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