Sustainability & Climate Solutions Specialist

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

Benefits offered by this job

Flexible working arrangements

Learning opportunities

Global collaboration

Job summary

MSCI in San Francisco is seeking a Client Specialist to manage relationships across a portfolio of institutional clients. You will develop deep expertise in Sustainability & Climate products and align solutions to client business and investment processes, driving renewals and contract growth.

You will renew and retain accounts across finance segments, deliver insights, educate clients, and collaborate with sales and product teams. Occasional US West Coast travel is required.

Qualifications

• Bachelor's degree required.
• 5+ years of client-facing experience in financial services or sustainability.
• Strong organizational and communication skills.
• Interest in applying AI tools to workflows.

Responsibilities

• Serve as domain expert on MSCI's Sustainability products and client objectives.
• Manage client inquiries and issue resolution using Salesforce, Gainsight and internal tools.
• Monitor and ensure client satisfaction through projects and initiatives.
• Achieve renewal and retention targets across insurance, asset management, and asset owners.
• Drive revenue growth through proactive engagement and excellent service.
• Develop account management plans and conduct regular health checks.
• Identify upsell opportunities and coordinate with sales teams.
• Collaborate with Product and Research & Development on key initiatives.
• Be available for client-focused travel across the US West Coast.

Skills

Client management

Presentation

Communication

Project management

Teamwork

Integrity

Financial services

Sustainability

Relationship building

AI tools

Education

Bachelor's degree

Tools

Salesforce

Gainsight

Job description

Your Team Responsibilities

MSCI is expanding its Sustainability & Climate Client Specialist team and seeking a candidate to join our San Francisco office. As part of a team that leads the industry in providing Sustainability & Climate research to institutional investors globally, you will manage relationships across a territory of clients that includes some of the world's largest financial institutions.

In this role, you'll develop deep expertise in MSCI's Sustainability & Climate products alongside a strong understanding of each client's business and investment processes. You'll use this knowledge to help clients apply our solutions across asset classes, delivering insight and best practices that support their goals. Success in this role is measured by account renewal rates, proactive client management and communication, contract value growth, and pre-sales collaboration with the sales and client service teams. Once a client begins using MSCI products, the Client Specialist owns the client experience — providing proactive education, domain expertise, and support throughout the relationship, including the renewal process.

Your Key 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

Your skills and experience that will help you excel

• Strong organizational, presentation, and communication skills are essential


• An innovative, motivated, client‑oriented, and commercially aware mindset


• Ability to manage projects and multitask independently


• Strong teamwork skills, with the ability to manage the expectations of a diverse and demanding client base


• Uncompromising personal and business integrity


• 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

About MSCI

What we offer you

• Salary range: $110,000 - $143,000 / year.Plus eligible for annual bonus.


• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.

• Flexible working arrangements, advanced technology, and collaborative workspaces.

• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.

• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.

• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center , LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.

• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.

• We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision – to power better decisions. You’ll be part of an industry‑leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research‑based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private‑market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [e-mail] and indicate the specifics of the assistance needed. Please note, this e‑mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.