About the Role:
Grade Level (for internal use):
Role Overview: As a Customer Success Manager focused on Visible Alpha (VA), you will be responsible for driving user engagement, product adoption, and satisfaction across VA Insights and VA on Pro. You will partner closely with Marketing, Product, Account Management, and Sales teams to deliver proactive initiatives that maximize the value VA brings to our clients.
Responsibilities:
- Lead targeted engagement campaigns for VA to increase product usage and deepen adoption.
- Develop expertise in the VA platform, staying current on new features, workflows, and best practices to deliver tailored training (virtual/in-person) aligned to client needs.
- Effectively position and pitch VA alongside Capital IQ Pro, articulating the integrated value proposition and demonstrating how the combined platforms address client needs and drive workflow efficiency.
- Cultivate strong relationships with VA power users and key stakeholders, understanding their business objectives and workflows to identify opportunities for greater platform utilization and expansion across departments.
- Partner with fellow CSMs to coordinate outreach and share insights on VA engagement across accounts.
- Monitor VA product usage, develop account profiles, and collaborate on renewal proposals and upsell opportunities.
- Capture and synthesize client feedback specific to VA/Estimates, ensuring enhancement requests are routed to the appropriate product teams.
- Use CRM and engagement platforms (Salesforce, ChurnZero) to plan, track, and optimize VA user interactions and campaigns.
What We’re Looking For:
- Positive, proactive attitude and ability to work well in teams.
- Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner.
- Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction.
- Goal and action oriented, with ability to organize, multi‑task and prioritize in a fast‑paced environment.
- Experience in a consultative sale or a client facing role (inside sales, prospecting, sales support, customer support) and in dealing with challenging situations.
- Familiarity with Visible Alpha, Capital IQ, or similar research/analytics platforms is highly desirable.
- Relevant language skills are a plus.
Basic Qualifications:
- Bachelor’s degree required (Finance, Economics or related field preferred).
- Strong MS Office (Word, Excel, PowerPoint) skills are required.
- 3-5 years work experience (experience in financial services industry and/or in a sales/account management role preferred).
- Any knowledge of CRM systems (such as Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms would be advantageous.
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.
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