Customer Success Executive

About the role

Grade Level (for internal use): 09 Our Customer Success function is an established segment of the Sales team at With Intelligence, working closely alongside Account Management, New Business, Product & Support. This team is responsible for driving adoption, engaging with clients, and improving the health of accounts to deliver measurable retention and growth. As part of the Key Accounts team, you will have the opportunity to work with senior stakeholders at leading firms in the alternative asset management space. You will act as their day-to-day contact advising on how to maximize their received value from the platform, as well as proactively finding opportunities to expand their use case. The candidate should be passionate about customer engagement with excellent communication skills and appreciate how good data discipline underpins this. The Role: Engage directly with clients throughout their subscription term, building rapport and trust Build deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans Provide tailored onboarding and training product demonstrations Become a key contact for any product related queries Proactively drive product adoption, using data and insights to identify trends, risks and opportunities Strategically identify, explore and push through upsell/cross-sell opportunities Report all feedback to Account Manager and in CRM systems, while collaborating with Product to inform roadmap priorities Requirements: Strong verbal and written communication skills, able to build rapport with senior and technical stakeholders Ability to manage complex accounts with multiple use cases while maintaining attention to detail Confident presenting to groups and facilitating training sessions (both in-person and virtual) Data-driven approach, confident manipulating multiple sources of usage data to inform strategy Commercially minded with the ability to understand client needs and link them to product solutions Experience in Financial services/Asset Management is a plus but not required About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. 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. For more information, visit marketintelligence . What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

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