About the Role:
Grade Level (for internal use):
08
Customer Success Associate
Visible Alpha is looking for a charismatic, driven and business-focused Customer Success Associate to join our Customer Success Team. This is an opportunity to partner with some of the largest financial institutions in the world to help solve client challenges through our unique product. The ideal candidate has had client facing experience and has a strong interest in financial markets. In this role you’ll be supporting the team with client training as well as owning your own relationships.
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 organisation 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.
For more information, visit www.spglobal.com/marketintelligence.
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 world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
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. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. 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 achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
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Health & Wellness: Health care coverage designed for the mind and body.
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Flexible Downtime: Generous time off helps keep you energized for your time on.
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Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
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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.
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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.
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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: https://spgbenefits.com/benefit-summaries
Inclusive Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
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Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
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203 - Entry Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP203 - Entry Professional (EEO Job Group)
