Strategic Customer Success Manager

S&P Global; Chicago (IL); On-site; USD 59,000 - 84,000; Full time

Benefits offered by this job

Health & Wellness

Flexible downtime

Continuous learning

Retirement plan

Student loan assistance

Family perks

Job summary

S&P Global Market Intelligence is seeking a Customer Success professional to manage the full customer journey from onboarding to renewal, driving adoption and retention. You will collaborate with Marketing, Product, and account teams to ensure value realization and customer satisfaction across financial services clients.

The role emphasizes training delivery, relationship management, and data-driven engagement strategies, with opportunities to grow into Sales or Product paths.

Qualifications

• Two to five years of work experience in financial services, customer success, or client-facing roles.
• Experience using CRM systems such as Salesforce and cadence tools.
• Strong verbal and written communication with the ability to convey complex information clearly.

Responsibilities

• Manage full customer journey across onboarding, training, adoption, engagement, and renewal.
• Drive platform adoption, usage growth, and value realization for clients.
• Build and maintain account profiles in Salesforce and track engagement using cadence tools.
• Deliver role-specific training and share client feedback to influence product roadmap.
• Use usage analytics to identify renewal and upsell opportunities.

Skills

MS Office

Salesforce

Communication

Relationship building

Organization

Problem solving

Curiosity

Education

Bachelor’s degree (Finance/Economics/Business)

Customer Success certification (preferred)

Tools

Salesforce CRM

SalesLoft

Cadence

Job description

S&P Global Market Intelligence is seeking a Customer Success professional to manage the full customer journey from onboarding to renewal, driving adoption and retention. You will collaborate with Marketing, Product, and account teams to ensure value realization and customer satisfaction across financial services clients.

The role emphasizes training delivery, relationship management, and data-driven engagement strategies, with opportunities to grow into Sales or Product paths.