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Customer Success Manager
S&P Global. Develop and execute proactive, creative, ongoing client-contact initiatives with Marketing, Product, and account teams .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and relationship management, with a strong focus on product adoption and usage growth. Proficient in utilizing CRM systems and analytics to drive service improvement and support client needs in the financial services industry.
Highest-signal resume keywords
Client Relationship ManagementSalesforce ProficiencyConsultative Sales ExperienceMicrosoft Office SkillsFinancial Services Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client EngagementProduct TrainingUsage AnalyticsAccount ManagementService Improvement
Soft Skills
Proactive AttitudeExceptional Listening SkillsClear CommunicationOrganizational SkillsMultitasking Ability
Tools & Technologies
Salesforce.comSalesLoftCRM SystemsCadence Systems
Industry Keywords
Financial ServicesClient SatisfactionProduct AdoptionMarket TrendsUpsell Opportunities
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Develop and execute proactive, creative, ongoing client-contact initiatives with Marketing, Product, and account teams
- Drive continuous service improvement focused on product adoption and usage growth
- Maintain account profiles in Salesforce, including affiliations, geographic presence, and business interests
- Educate clients about S&P Global Market Intelligence capabilities to increase usage and adoption
- Increase usage by focusing on distinct users and growing the overall user base
- Provide platform, product functionality, and new-release training onsite or virtually
- Liaise with Product Management to master enhancements and relay client feedback
- Monitor product usage with the usage analytics team
- Develop account profiles to support renewal proposals and identify potential upsell opportunities
- Maintain knowledge of products, services, enhancements, and new offerings
- Understand customer business and market trends and recommend ways to address client needs
- Route client enhancement requests to product stakeholders
- Use CRM and Cadence systems to optimize client engagement
- Work from the office a minimum of 2 days per week
- Attend at least one in-person interview before an offer can proceed
Requirements
What you’ll need- Positive, proactive attitude and ability to work well in teams
- Exceptional listening skills and ability to articulate ideas and complex information clearly and concisely
- Proven record maintaining strong relationships with senior client organization members
- Experience addressing client needs and maintaining high client satisfaction
- Ability to organize, multitask, and prioritize in a fast-paced environment
- Experience in consultative sales or a client-facing role, such as inside sales, prospecting, sales support, or customer support
- Strong Microsoft Office skills, including Word, Excel, and PowerPoint
- Working experience in the financial services industry and/or sales/account management preferred
- Knowledge of CRM systems such as Salesforce.com or SalesLoft or research platforms advantageous
Benefits
Comp & perks- Health care coverage designed for the mind and body
- Generous time off
- Access to continuous learning and career development resources
- Competitive pay
- Retirement planning
- Continuing education program
- Company-matched student loan contribution
- Financial wellness programs
- Family benefits and perks
- Retail discounts
- Referral incentive awards