At a Glance
- Tasks: Drive user engagement and product adoption for Visible Alpha, collaborating with various teams.
- Company: Join a leading financial services firm focused on client success and innovation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic team culture with opportunities for growth and learning.
- Why this job: Make a real impact by enhancing client experiences and driving product value.
- Qualifications: Bachelor's degree and 3-5 years in client-facing roles; familiarity with analytics platforms is a plus.
The predicted salary is between 45000 - 55000 £ per year.
About the Role:
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.
Customer Success Lead VA — Product Adoption & Engagement employer: S&P Global
S&P Global is an exceptional employer that fosters a collaborative and inclusive work culture, where employees are empowered to drive user engagement and product adoption in a dynamic environment. With a strong focus on professional development, employees have access to tailored training and growth opportunities, ensuring they stay at the forefront of industry trends. Located in a vibrant area, S&P Global offers unique advantages such as a diverse team and a commitment to employee well-being, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Lead VA — Product Adoption & Engagement
✨Tip Number 1
Network like a pro! Reach out to current employees at the company through LinkedIn or other platforms. Ask them about their experiences and any tips they might have for landing the role. This can give you insider knowledge and potentially a referral!
✨Tip Number 2
Prepare for the interview by researching the company and its products, especially Visible Alpha. Understand how it fits into the market and be ready to discuss how you can drive user engagement and product adoption. Show us you’re passionate about the role!
✨Tip Number 3
Practice your pitch! Be ready to articulate how your skills align with the responsibilities of the Customer Success Lead role. Highlight your experience in client-facing roles and how you’ve successfully maintained strong relationships in the past.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit!
We think you need these skills to ace Customer Success Lead VA — Product Adoption & Engagement
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with customer success and product adoption. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it’s crucial to demonstrate your ability to articulate complex information clearly. Use examples in your application that show how you’ve effectively communicated with clients or stakeholders in the past.
Highlight Your Teamwork Experience:We love a team player! Make sure to mention any collaborative projects you've been part of, especially those that involved working with marketing, sales, or product teams. This will show us you can thrive in a cross-functional environment.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at S&P Global
✨Know Your Product Inside Out
Before the interview, make sure you have a solid understanding of the Visible Alpha platform and its features. Familiarise yourself with how it integrates with Capital IQ Pro, as you'll need to articulate this value proposition clearly during your conversation.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your ability to build strong relationships with clients. Think about times you've successfully addressed client needs or improved satisfaction, as these stories will resonate well with the interviewers.
✨Demonstrate Your Proactive Attitude
Be ready to discuss how you've taken initiative in previous roles. Whether it's leading engagement campaigns or developing tailored training, showing that you're proactive will align perfectly with what they're looking for in a Customer Success Lead.
✨Familiarise Yourself with CRM Tools
Since experience with CRM systems like Salesforce and ChurnZero is advantageous, brush up on your knowledge of these tools. Be prepared to discuss how you've used them to track client interactions and optimise engagement strategies.
