Customer Success Associate

3 days ago

New York, New York, United States S&P Global Full time
About the Role:

Job Summary: We are seeking a highly motivated and experienced Customer Success Associate to join our dynamic global team. As a key member of our Customer Success Team, you will be responsible for delivering a successful customer journey and touch points that create long-term client engagement, driving product adoption, retention, user/usage growth, and supporting strategic objectives on the account level.

Key Responsibilities:

  • Lead client engagement initiatives, driving product adoption and retention.
  • Build strategic plans for product adoption on the account level within your Book of Business, and lead the initiatives with various internal stakeholders to achieve your objectives.
  • Build and maintain strong relationships with clients at all levels, and become their partner – i.e., end-users, business heads, senior managers, etc.
  • Proactively assess and address user needs in order to drive the best possible client experience.
  • Create awareness in the user base of existing and new offerings and advise the best solutions, so that it is relevant and effective to users.
  • Identify referral opportunities for S&P Global Market Intelligence and cross-divisional services as part of client outreach.
  • Raise product/service enhancement queries, provide client feedback on core products. Keep team informed of competitive landscape and process changes.
  • Drive adoption of tools that support and enable Customer Success Managers to be more effective (i.e., SalesLoft, etc.).
  • Inspire proactive activity and foster a positive and collaborative culture across Customer Success team as well as all stakeholder teams.

Requirements:

  • Bachelor's degree. Holder in Finance, Economics, or related working experience is preferred.
  • 4-7 years of relevant Sales or Client Servicing experience in the financial sector (either at a vendor or a Financial Institution such as Investment Management/Investment Banking/Private Equity Institution/Corporate Treasury) is preferred.
  • Fluent in English.
  • A persistent and proactive mindset to drive growth across client accounts with confidence.
  • Strong knowledge and understanding of Capital Markets and Financial Services Industry.

Preferred Qualifications:

  • Excellent problem-solving skills and analytical capabilities (e.g., financial modeling).
  • Solid presentation and communication skills (face-to-face, large groups, remotely).
  • Team player and able to collaborate with global counterparts.
  • Ability to think creatively and optimize processes. Aptitude for problem solving, organized, and detail-oriented with strong written and oral communications skills.
  • Advanced knowledge of Salesforce, Microsoft Excel, and MS Office.

About S&P Global:

S&P Global is a leading provider of financial market intelligence, offering a range of products and services that help our clients make informed investment decisions. 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.

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