Visible Alpha Customer Success Manager

About the Role: Grade Level (for internal use): 11 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: 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 Include: 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. 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 $109,732. Final base salary for this role will be based on the individual’s 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 incentive plan.   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 orientated, with ability to organize, multi-task and prioritize in a fast-paced environment Experience in a consultative sales 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 Basic Qualifications: Bachelor's degree required (Finance, Economics or related field preferred) 3-7 years work experience (experience in financial services industry and/or in a sales/account management role preferred) Exceptional communication skills with ability to listening to clients, articulating ideas and complex information in a clear and concise manner  Strong MS office (Word, Excel, PowerPoint) skills are required Any knowledge of CRM systems (such as Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms would be advantageous Experience leveraging AI tools/platforms to analyze customer data, identify insights, and proactively address client needs, enhancing overall success and retention Right to Work Requirements:   This role is limited to persons with indefinite right to work in the United States.   We   require   all 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 can   proceed   to an offer.   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. For more information, visit www.spglobal.com/marketintelligence . What’s In It For You? 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.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them 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. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achi