Requirements
- Experience: 10+ years in client-facing roles, including senior leadership of a Client Success, Account Management, or Services organization
- Commercial acumen: ability to influence expansion outcomes in partnership with Sales
- Domain expertise: strong understanding of capital markets, sustainable investing, institutional investors’ data use, and stewardship workflows
- Executive communication: exceptional written and verbal communication, strong presentation skills, and comfort engaging C-level stakeholders
- Operational rigor: proven ability to build metrics, dashboards, and operating cadences; proficiency with Salesforce (or equivalent CRM) and customer success tooling
- Program/project leadership: track record managing complex, long-term, multi-stakeholder programs from design through delivery
- Leadership style: entrepreneurial, curious, and outcomes-driven, with a coaching mindset and high bar for client experience
What the job involves
- ISS-STOXX Sustainability Solutions is looking for a strategic, high-performing leader to oversee the Client Success organization
- The ideal candidate will quickly learn existing workflows across key functions, take ownership of outcomes, and raise performance through clear operating rhythms and coaching
- This leader will develop regional team leads and mobilize the global organization to deliver a consistently excellent client experience
- Candidates must demonstrate the ability to collaborate with a broad set of stakeholders and advocate for client needs across research, product, sales, marketing, and operations
- The role partners with business leadership to anticipate needs, surface risks early, and translate client insights into measurable retention and growth outcomes
- Set and execute a retention strategy that drives best-in-class renewals across regions and client segments
- Build a scalable playbook for renewal forecasting, risk mitigation, and executive escalations
- Partner with Sales to convert Client Success insights into qualified expansion opportunities (cross-sell/upsell)
- Establish global goals aligned to business priorities and translate them into actionable team plans
- Own customer health measurement (e.g., adoption, support trends, sentiment) and drive interventions for at-risk accounts
- Maintain dashboards and reporting in Salesforce for renewals, expansion, and service delivery
- Lead recurring business reviews (internal and client-facing) and communicate progress, risks, and outcomes to leadership
- Monitor captured client feedback and synthesize the needs
- Partner with Product and Research to prioritize enhancements using a transparent framework (impact, effort, revenue, risk)
- Coordinate with Marketing to communicate roadmap progress and amplify responsiveness through targeted campaigns
- Develop regional leaders and create clear career paths, performance expectations, and succession plans
- Lead hiring, onboarding, and capacity planning to ensure coverage for Tier 1/strategic accounts and critical workflows
- Own enablement: keep the Knowledge Base current, establish best-practice playbooks, and standardize training across regions
- Coach team members through regular check-ins, skill-building, and development plans to support long-term growth at ISS-STOXX
- Build and maintain executive relationships with Tier 1 and strategic clients to increase satisfaction, adoption, and advocacy
- Lead complex escalations end-to-end, coordinating internal teams to deliver timely resolution and clear client communication
- Partner with Risk/Compliance and Legal where needed to support client due diligence, data/privacy questions, and contractual service obligations
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