Customer Success Executive

About the Role:

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

Benefits:

• 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.

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.

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.