Spgi
Visible Alpha Customer Success Manager
New York, NY
Sponsorship not specified$71k-$110kDetected 7 days ago
Data AnalysisData VisualizationSalesforceCRMSalesAccount ManagementExcelSupply ChainCustomer SuccessCustomer SupportResearchCommunicationCollaborationMicrosoft Office
About the role
- The Customer Success team is a dynamic global organization where the work evolves daily.
- Your focus may include client migrations, onboarding new users, or supporting global strategic accounts across the corporate segment.
- 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.
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.
- 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.
- Use CRM and engagement platforms (Salesforce, ChurnZero) to plan, track, and optimize VA user interactions and campaigns.
- 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.
- The team develops and executes data-driven processes to deliver a world-class customer experience.
- By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Requirements
- Exceptional communication skills with ability to listening to clients, articulating ideas and complex information in a clear and concise manner
- Strong MS office (Word, Excel, PowerPoint) skills are required
- Any knowledge of CRM systems (such as Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms would be advantageous
- Experience leveraging AI tools/platforms to analyze customer data, identify insights, and proactively address client needs, enhancing overall success and retention
- This must be completed before we can proceed to an offer.
Nice to have
- Bachelor's degree required (Finance, Economics or related field preferred)
- 3-7 years work experience (experience in financial services industry and/or in a sales/account management role preferred)
Skills
- Access a wealth of resources to grow your career and learn valuable new skills.
- Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
Compensation
- S&P Global states that the anticipated base salary range for this position is $70,817 to $109,732.
- Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
Benefits
- 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
- 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.
Company info
- Advancing Essential Intelligence.
- 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.
- and Impact:
- 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.
- Include:
Equal opportunity
- 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
This listing is sourced directly from Spgi's careers page and normalized into a canonical job model.