Customer Success Manager

S&P Global

. Manage the full customer journey across onboarding, training, adoption, ongoing engagement, and renewal support .

Posted 9/30/2026full-timeUnited StatesJuniorMid-Level💰 $59,212 - $84,048 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the customer journey, driving client engagement, and leveraging analytics to inform strategies. Proficient in Salesforce and data visualization tools, with a strong focus on relationship building and customer satisfaction.

Highest-signal resume keywords

Customer Success ManagementSalesforce ProficiencyData Analytics and VisualizationClient Relationship BuildingAccount Management Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Journey ManagementData AnalyticsSalesforce NavigationFinancial Data PlatformsProactive Engagement InitiativesTraining DeliveryUsage AnalyticsMarket Trend AnalysisOrganizational SkillsProblem-Solving

Soft Skills

Exceptional ListeningCommunication SkillsPositive AttitudeCollaborative Work StyleCuriosity

Tools & Technologies

SalesforceSalesLoftCadenceTableauPower BILookerBloomberg TerminalRefinitivFactSetMS Office

Certifications & Qualifications

Customer Success Association CertificationSalesforce Administrator Certification

Industry Keywords

Financial ServicesClient-Facing RolesAccount ManagementConsultative SalesCustomer Satisfaction

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Manage the full customer journey across onboarding, training, adoption, ongoing engagement, and renewal support
Drive long-term client engagement, platform adoption, retention, user and usage growth, and account-level strategic objectives
Develop and execute proactive engagement initiatives across the customer journey with Marketing, Product, and account teams
Drive continuous service improvement focused on platform adoption, usage growth, and value realization
Build and evolve account profiles in Salesforce
Deliver role-specific product, workflow, and new-release training in person or virtually
Partner with Product Specialists and Product Management to understand enhancements and share client feedback
Leverage usage analytics to identify trends, inform renewal strategies, and uncover adoption or upsell opportunities
Understand client objectives and industry trends and translate insights into practical recommendations
Serve as a trusted advisor across client projects and initiatives
Represent the client's voice internally and route enhancement requests and recurring themes to appropriate teams
Use Salesforce and SalesLoft or Cadence to track activity, manage outreach, and execute structured engagement plans

Requirements

What you’ll need

Strong MS Office skills, including Word, Excel, and PowerPoint
Two to five years of work experience, ideally in financial services, customer success, client-facing roles, account management, or consultative sales environments
Experience using CRM systems such as Salesforce, with comfort navigating engagement or cadence tools
Positive, proactive attitude and ability to work collaboratively in a fast-moving environment
Exceptional listening and communication skills
Proven ability to build strong relationships with senior client stakeholders and maintain high client satisfaction
Strong organizational skills and ability to prioritize, multitask, and manage competing demands
Curiosity, problem-solving ability, and interest in market trends and client needs
Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
Customer Success or account management certification, such as Customer Success Association certification, Salesforce Administrator certification, or similar professional credentials
Experience with financial data platforms or market intelligence tools such as Bloomberg Terminal, Refinitiv, FactSet, or similar platforms
Proficiency with data analytics and visualization tools such as Tableau, Power BI, Looker, or similar platforms
Demonstrated track record of measurable customer outcomes
Indefinite right to work in the United States
Final-stage external candidates must attend at least one in-person interview

Benefits

Comp & perks

Health care coverage designed for the mind and body
Generous time off
Continuous learning resources and career development
Competitive pay
Retirement planning
Continuing education program with company-matched student loan contribution
Financial wellness programs
Family benefits
Retail discounts
Referral incentive awards
Annual incentive bonus