Grade Level (for internal use):
09The Team:
This role offers growth opportunities within the Customer Success Team, focusing on developing client relationship skills, industry knowledge, and product expertise. You may advance within your current role or shift toward a more product-focused position. The team is dynamic and global, responsible for ensuring a successful customer journey through long-term engagement, driving adoption, retention, and growth. Your work may involve migration, onboarding, or managing strategic accounts.
The Impact:
You will strengthen client relationships and support revenue retention by helping clients achieve their goals with S&P Global Market Intelligence. Through proactive outreach, tailored enablement, and consultative engagement, you will increase product usage, reduce churn, and identify growth opportunities. Your active listening, clear communication, and solution-oriented approach will contribute to delivering a high-quality client experience.
Responsibilities:
Plan and execute proactive client engagement activities such as onboarding, adoption, and value reviews in collaboration with Sales, Marketing, Product, and other teams.
Educate clients on the capabilities of S&P Global Market Intelligence to boost usage and awareness.
Provide tailored training on platform features and new releases based on user roles and workflows.
Monitor product usage patterns and translate insights into actionable steps to support renewals and upsell opportunities.
Build and maintain strong relationships with senior client contacts, understanding their goals, challenges, and concerns through active listening and empathy.
Understand the client’s business context and market environment to recommend practical solutions via education or connecting them with internal experts.
Relay client feedback to Product and other teams, ensuring enhancement requests are tracked and addressed.
Use CRM tools (e.g., Salesforce, SalesLoft) and internal systems to document activities, manage follow-ups, and meet targets.
Prioritize tasks based on importance and urgency, managing multiple accounts effectively.
Contribute to team initiatives aimed at improving processes, sharing best practices, and enhancing overall efficiency.
Provide guidance and support to team members to ensure quality work.
Resolve varied, non-routine client issues with resourcefulness and clear stakeholder communication.
All employees are expected to work from the office at least 2 days per week.
What We’re Looking For:
Basic Qualifications:
Bachelor’s degree (preferably in Finance, Economics, or related fields).
Typically 2+ years of experience in financial services or a sales/account management role with client engagement, enablement, or adoption activities.
Positive, proactive attitude with strong teamwork skills.
Excellent listening and communication skills, capable of clarifying technical information for diverse audiences.
Proven ability to maintain strong relationships with senior client contacts and ensure high satisfaction.
Goal-oriented with strong organizational and multitasking skills in a fast-paced environment.
Experience in a consultative sales or client-facing role, handling challenging situations and resolving non-routine issues.
Adaptability to leverage past experience for improved approaches.
Proficiency in MS Office (Word, Excel, PowerPoint).
Final interview candidates must attend at least one in-person interview at the nearest S&P Global office before an offer can be extended.
Preferred Qualifications:
Knowledge of CRM systems (e.g., Salesforce, SalesLoft) or research platforms.
Experience with usage analytics and developing account profiles for engagement strategies.
Creativity in proposing new ideas and identifying opportunities for process improvements.
A track record of professional growth through training and development initiatives.
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 www.spglobal.com/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.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Global Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.
-----------------------------------------------------------
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: Know Your Rights: Workplace discrimination is illegal
-----------------------------------------------------------
20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)