Customer Success Manager
S&P Global View all jobs
- Beijing
- Permanent
- Full-time
- Lead client engagement initiatives, driving product adoption, retention.
- Build strategic plans for product adoption on the account level within your Book of Business, and lead the initiatives with various internal stakeholders to achieve your objectives
- Build and maintain strong relationships with clients at all levels, and become their partner - i.e., end-users, business heads, senior managers, etc.
- Proactively assess and address user needs in order to drive the best possible client experience
- Create awareness in the user base of existing and new offerings and advise the best solutions, so that it is relevant and effective to users
- Identify referral opportunities for S&P Global Market Intelligence and cross-divisional services as part of client outreach
- Raise product/service enhancement queries, provide client feedback on core products. Keep team informed of competitive landscape and process changes
- Drive adoption of tools that support and enable Customer Success Associates to be more effective (i.e., SalesLoft, etc.)
- Inspire proactive activity and foster a positive and collaborative culture across Customer Success team as well as all stakeholder teams
- Bachelor's degree. Holder in Finance, Economics or related working experience is preferred
- Minimum 3 years of relevant Sales or Clients Servicing experience in the financial sector (either at a vendor or a Financial Institution such as Investment Management/Investment Banking/Private Equity Institution/Corporate Treasury) is preferred
- A persistent and proactive mindset to drive growth across client accounts with confidence
- Strong knowledge and understanding of Capital Markets and Financial Services Industry
- Excellent problem-solving skills and analytical capabilities (e.g., financial modeling)
- Solid presentation and communication skills (face to face, large groups, remotely)
- Team player and able to collaborate with global counterparts
- Ability to think creatively and optimize processes. Aptitude for problem solving, organized and detail oriented with strong written and oral communications skills.
- Advanced knowledge of Salesforce, Microsoft Excel, and MS Office
Posted On: 2026-02-01
Location: Beijing, China