Portfolio Success Manager at Woven Capital, collaborating with startups and VCs to accelerate growth. Focusing on strategic challenges and creating partnerships within the Toyota ecosystem.
About the role
- Customer Success Manager at S&P Global overseeing client journeys from onboarding to renewal. Driving platform adoption and ensuring high satisfaction among key accounts in the financial sector.
Responsibilities
- Manage the full customer journey across key lifecycle touchpoints, including onboarding, training, adoption, ongoing engagement, and renewal support.
- Strengthen the organization’s relationship with existing accounts and reinforce their decision to partner with S&P Global Market Intelligence.
- Deliver a cohesive and proactive customer journey to help clients realize meaningful value from our analytical solutions and data services.
- Influence renewal outcomes, usage expansion, and account health through targeted engagement plans, workflow training, and value identification.
- Partner with internal teams to ensure client objectives and industry trends are translated into practical recommendations.
Requirements
- Bachelor’s degree required, preferably in Finance, Economics, Business, or a related field.
- Strong MS Office skills, including Word, Excel, and PowerPoint.
- Two to five years of work experience, ideally in financial services, customer success, client-facing roles, account management, or consultative sales environments.
- Experience using CRM systems such as Salesforce, with comfort navigating engagement or cadence tools.
- A positive, proactive attitude and the ability to work collaboratively in a fast-moving environment.
- Exceptional listening and communication skills with the ability to convey complex information clearly and concisely.
- Proven ability to build strong relationships with senior client stakeholders and maintain a high level of client satisfaction.
- Strong organizational skills, with the ability to prioritize, multitask, and manage competing demands.
- Curiosity, problem-solving ability, and an interest in understanding market trends and client needs.
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
Job title
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