About the Role
Grade Level (for internal use): 09
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 work with senior stakeholders at leading firms in the alternative asset management space, acting as their day‑to‑day contact advising on how to maximize the value from the platform and proactively finding opportunities to expand their use case. The ideal candidate is passionate about customer engagement, possesses excellent communication skills, and appreciates how good data discipline underpins success.
Responsibilities
- 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 the 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 the Account Manager and in CRM systems, while collaborating with Product to inform roadmap priorities.
Qualifications
- 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.
About S&P Global Market Intelligence
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.
What’s In It For You?
Our mission is to advance essential intelligence and empower people to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business.
Benefits
- Health & wellness coverage designed for the mind and body.
- Generous time off to keep you energized.
- Continuous learning resources to grow your career.
- Competitive pay, retirement planning, a continuing education program, company‑matched student loan contribution, and financial wellness programs.
- Family‑friendly perks including discounts and referral incentives.
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, 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.
US Candidates Only
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