Sustainability & Climate Client Solutions Lead

MSCI; San Francisco (CA); On-site; USD 110,000 - 143,000; Full time

Benefits offered by this job

Salary with annual bonus

Flexible working arrangements

Learning@MSCI and AI Learning Center

Job summary

MSCI in San Francisco seeks a Client Specialist to manage a portfolio of institutional clients, driving renewal rates and revenue growth. You will develop deep expertise in MSCI's Sustainability & Climate solutions and align client needs with product and research teams.

The role emphasizes proactive education, cross-functional collaboration, and travel across the US West Coast to support client success.

Qualifications

• 5+ years of experience, ideally in a client-facing role within financial services or sustainability.
• Bachelor's degree required.
• Interest in developing strong working relationships with external clients, with exposure to sustainable investing or finance preferred.
• Developing understanding and/or willingness to leverage AI tools and techniques into day to day workflows.

Responsibilities

• Serve as the domain expert on MSCI's Sustainability suite of products, and master client objectives for integrating our solutions.
• Manage client inquiries and issue resolution using Salesforce, Gainsight and other internal tools in partnership with Client Service team.
• Monitor and ensure client satisfaction through projects and initiatives.
• Achieve renewal and retention targets by managing a dedicated portfolio of accounts across finance segments such as insurance, asset management, and asset owners.
• Drive revenue growth through outstanding service, proactive engagement, and relationship-building.
• Partner with the Sales and Client Service Specialist team to identify at-risk accounts, forecast risk, and develop retention plans in collaboration with cross-functional teams.
• Develop and drive account management plans for clients.
• Conduct regular account health checks.
• Identify and communicate upsell opportunities to the sales team.
• Build subject‑matter expertise to support pre‑sales, upsell, and training activities.
• Act as a liaison between clients and internal teams such as Product and Research & Development on key client initiatives.
• Be available to pursue some client focused business travel across the US West Coast

Skills

Client facing

Communication

Project management

Teamwork

Integrity

AI tools familiarity

Education

Bachelor's degree

Tools

Salesforce

Gainsight

Job description

MSCI in San Francisco seeks a Client Specialist to manage a portfolio of institutional clients, driving renewal rates and revenue growth. You will develop deep expertise in MSCI's Sustainability & Climate solutions and align client needs with product and research teams.

The role emphasizes proactive education, cross-functional collaboration, and travel across the US West Coast to support client success.