Customer Success Associate, Visible Alpha

Job Description

About the Role: Grade Level (for internal use): 08 About Us: Founded by the world’s leading investment banks, Visible Alpha, now part of S&P Global, is dedicated to creating the most comprehensive company and industry analysis in the market since 2015. Our employees are the backbone to creating and delivering investment research solutions. Our team operates in a continuous mode of experimentation to deliver new and innovative products to our clients. Visible Alpha: Key Responsibilities: Client Engagement: Build and maintain strong, long-lasting relationships with clients. Partner with the Lead/Manager CSM in owning the end-to-end client journey from onboarding to ongoing management, training, ensuring customer satisfaction and success. Identify client goals, challenges, and business needs, and collaborate with cross-functional teams to deliver tailored solutions. Serve as a point of contact for escalations, ensuring timely resolution and continuous client satisfaction. Drive adoption of products/services. Seek opportunities for growth within existing accounts. Cross-Functional Collaboration: Work closely with the Sales, Product, Contributor Relations, and Marketing teams to ensure client feedback and insights are incorporated into product development and customer experience strategies. Collaborate with our Support teams to ensure seamless transitions and resolution of any issues. Share best practices and insights within the Customer Success organization to continuously improve processes and strategies. Required Skills and Qualifications: Bachelor's degree or equivalent experience. 2+ years of experience in Customer Success, Account Management, or a related customer-facing role. Experience working with Financial Institutions (Asset Managers, Hedge Funds, Investment Banks, Private Equity, etc.). Business knowledge of Financial Markets and the Buy Side Industry. Strong Microsoft Office skills – Word, Excel (pivot tables, Vlookup etc.). Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams. Goal Driven Individual with the ability to meet internal and external deadlines. Ability to prioritize tasks and manage multiple client requests. Strong problem-solving skills and a proactive approach to addressing client challenges. Experience with CRM tools (e.g., Salesforce, HubSpot) and client success platforms. A customer-centric mindset with a passion for helping clients succeed. 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 Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. 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. Our Values: Integrity, Discovery, Partnership Benefits: We take care of you, so you can take care of business. Our benefits include: 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, and financial wellness programs. Family Friendly Perks: S&P Global has perks for your partners and little ones, too. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation. Equal Opportunity Employer: S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to any status protected by law. #J-18808-Ljbffr