At a Glance
- Tasks: Drive customer success and deepen client relationships in financial services.
- Company: Join S&P Global Market Intelligence, a leader in analytics and data solutions.
- Benefits: Enjoy health coverage, flexible time off, and continuous learning opportunities.
- Other info: Be part of a diverse team committed to integrity, discovery, and partnership.
- Why this job: Make a real impact by helping clients succeed with innovative financial solutions.
- Qualifications: 3+ years in client-facing roles with knowledge of credit markets and financial data.
The predicted salary is between 40500 - 49500 £ per year.
The Customer Success Management (CSM) team sits at the heart of S&P Global Market Intelligence's client relationships, directly supporting Risk & Valuation Services (R&VS) and Desktop & Research (D&R) clients with deep expertise in credit, risk, and financial data. We act as trusted advisors across our most strategic accounts, bringing credible, diagnostic conversations to every client engagement and driving meaningful adoption of S&P Global Market Intelligence's industry-leading analytics, data, and workflow solutions.
You will join a high-impact team whose work is a critical driver of revenue retention, growth, and long-term client success across S&P Global Market Intelligence's global client base.
Responsibilities and Impact
- Drive customer success outcomes by engaging strategically with clients to increase renewal rates, reduce churn, and improve overall account health scores — equipping the Account Management team with the insights needed to retain and grow key relationships.
- Accelerate product adoption across S&P Capital IQ Pro, Ratings Direct, and Credit Analytics through targeted client engagement, training programmes, and proactive awareness of new features and research themes relevant to each client's workflow.
- Identify and develop growth opportunities — including referrals and cross-sell opportunities across S&P Global Market Intelligence and cross-divisional services — contributing directly to new business pipeline.
- Optimise the customer journey by mapping lifecycle touchpoints, capturing structured product enhancement feedback, and communicating client insights to product teams to inform the development roadmap.
- Lead cross-functional collaboration with Account Management, Sales, Product, and Support teams to deliver coordinated, high-impact strategic programmes for Ratings Direct, R&VS, and D&R clients.
- Champion Customer Success tooling — driving effective use of Salesforce, ChurnZero, and Calendly to enhance team productivity, client visibility, and engagement quality across the portfolio.
What We're Looking For
- 3+ years of experience in a client-facing role within financial services, fintech, or financial data — specifically in Customer Success, Account Management, or Client Services.
- Demonstrable knowledge of credit markets, credit risk, or financial data products (e.g., credit ratings, credit analytics, fixed income research, or risk and valuation services).
- Proven track record of managing and growing enterprise client relationships within a recurring revenue or SaaS business model, with measurable impact on retention or expansion.
- Demonstrated experience collaborating with cross-functional teams (Sales, Product, Support) to deliver coordinated, strategic client programmes.
- Excellent written and verbal communication skills, with experience presenting complex financial concepts clearly to varied client stakeholders including senior decision-makers.
Additional Preferred Qualifications
- Direct experience with S&P Global Market Intelligence products (e.g., Capital IQ Pro, Ratings Direct, Credit Analytics) or comparable enterprise financial data platforms.
- Experience using CRM and Customer Success platforms, including Salesforce and ChurnZero, in a production client management environment.
- Demonstrated track record of increasing product adoption and reducing client churn within large, complex enterprise accounts.
- Knowledge of risk and valuation workflows within buy-side, sell-side, or corporate credit environments.
- Experience defining and mapping customer journey frameworks within a B2B enterprise or financial services context.
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.
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.
Our Values: Integrity, Discovery, Partnership.
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.
Credit Customer Success Manager in London employer: Osttra
S&P Global is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a commitment to employee growth through continuous learning opportunities and a comprehensive benefits package, including health and wellness support, flexible downtime, and family-friendly perks, S&P Global empowers its employees to thrive both personally and professionally. Join a diverse team dedicated to advancing essential intelligence and making a meaningful impact in the global market.
StudySmarter Expert Advice🤫
We think this is how you could land Credit Customer Success Manager in London
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Osttra. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Osttra before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Credit Customer Success Manager in London
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Osttra:Your cover letter is your chance to shine! Tell us why you want to work at Osttra specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Osttra!
How to prepare for a job interview at Osttra
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
