Grade Level (for internal use):

The Team:

The Customer Success team is a dynamic global organization where the work evolves daily. The team develops and executes data-driven processes to deliver a world-class customer experience. Your focus may include client migrations, onboarding new users, or supporting global strategic accounts across the corporate segment.

Responsibilities and Impact:

• Leadproactiveand innovative customer engagement initiatives in close collaboration withMarketing, Product,Account Management, and Sales teams.Cultivate strong relationships with power users and key stakeholders.

• Develop specialization in key industry verticals or customer segments. Stay attuned to client businessobjectivesand market trends toidentifytailored solutions.Deliver tailored training sessions (virtual/in-person) aligned to user roles and workflows.

• Continuously deepen understanding of Data & Research products and services, including new features and offerings.Act as a knowledge resource across the team by sharing best practices, campaign strategies, and leading special projects or initiatives.

• Drive user adoption and product usage growth through targeted campaigns, webinars, and one-on-one engagements. Maintain strong relationships across user personas.

• Analyze and evolve customer profiles within Salesforce, capturing key attributes such as departmental use, geographic presence, and businessobjectives.

• Partner with fellow CSMs to evaluate engagement across product areas and accounts,aligning onopportunities for coordinated outreach or specialization.

• Monitorproduct usage and develop account profiles includinggeographic/departmentalpresence, relationship history and business interests to support in the develop of renewal proposals and potentiallyidentifyupsell opportunities

• Capture and synthesize client feedback, ensuring enhancement requests are routed to theappropriate productstakeholders. Influence product roadmaps by surfacing customer insights and trends.

• Evolve the digital customer engagement strategy to scale impact across the userbase. Leverage webinars, digital channels, automation tools, and data insights to drive product adoption.

• Leverage CRM and engagement platforms (e.g., Salesforce,ChurnZero) to plan, track, andoptimizeclientinteractions and campaigns.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $70,817 to $94,679. Final base salary for this role will be based on the individuals geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual bonus.

WhatWereLooking For:

Basic Required Qualifications:

• Strong MS office (Word, Excel, PowerPoint) skills

• 3-5yearswork experience

• 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 ofmaintainingstrong relationships with senior members of client organizations, addressing their needs, andmaintaininga high levelof client satisfaction

• Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment

• Experiencein aconsultative salesor a client facing role (inside sales, prospecting, sales support, customer support) and in dealing with challenging situations

Additional Preferred Qualifications

• Bachelor's degreein Finance,Economicsor related field preferred

• 3-5yearswork experience in the financial services industry and/or in a sales/account management role

• Knowledge ofCRM systems (such as Salesforce,ChurnZero,SalesLoft), data analytics (Power BI),or research platformswould beadvantageous

Right to Work Requirements:

This role is limited to persons with an indefinite right to work in the United States.

Werequireall external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we canproceedto an offer.