Credit Customer Success Manager

About the Role:

Grade Level (for internal use):

09

The Team

The Customer Success Management (CSM) team sits at the heart of S&P Global Market Intelligence's client relationships, directly supporting Risk & Valuation Services (R&VS) and Desktop & Research (D&R) clients with deep expertise in credit, risk, and financial data. We act as trusted advisors across our most strategic accounts, bringing credible, diagnostic conversations to every client engagement and driving meaningful adoption of S&P Global Market Intelligence's industry-leading analytics, data, and workflow solutions.

You will join a high-impact team whose work is a critical driver of revenue retention, growth, and long-term client success across S&P Global Market Intelligence's global client base.

Responsibilities and Impact

As Credit Customer Success Manager, you will own the client experience for some of S&P Global Market Intelligence's most important accounts — deepening relationships, accelerating product adoption, and creating the conditions for sustained commercial growth:

• Drive customer success outcomes by engaging strategically with clients to increase renewal rates, reduce churn, and improve overall account health scores — equipping the Account Management team with the insights needed to retain and grow key relationships.
• Accelerate product adoption across S&P Capital IQ Pro, Ratings Direct, and Credit Analytics through targeted client engagement, training programmes, and proactive awareness of new features and research themes relevant to each client's workflow.
• Identify and develop growth opportunities — including referrals and cross-sell opportunities across S&P Global Market Intelligence and cross-divisional services — contributing directly to new business pipeline.
• Optimise the customer journey by mapping lifecycle touchpoints, capturing structured product enhancement feedback, and communicating client insights to product teams to inform the development roadmap.
• Lead cross-functional collaboration with Account Management, Sales, Product, and Support teams to deliver coordinated, high-impact strategic programmes for Ratings Direct, R&VS, and D&R clients.
• Champion Customer Success tooling — driving effective use of Salesforce, ChurnZero, and Calendly to enhance team productivity, client visibility, and engagement quality across the portfolio.

What We're Looking For

Basic Required Qualifications

• 3+ years of experience in a client-facing role within financial services, fintech, or financial data — specifically in Customer Success, Account Management, or Client Services
• Demonstrable knowledge of credit markets, credit risk, or financial data products (e.g., credit ratings, credit analytics, fixed income research, or risk and valuation services)
• Proven track record of managing and growing enterprise client relationships within a recurring revenue or SaaS business model, with measurable impact on retention or expansion
• Demonstrated experience collaborating with cross-functional teams (Sales, Product, Support) to deliver coordinated, strategic client programmes
• Excellent written and verbal communication skills, with experience presenting complex financial concepts clearly to varied client stakeholders including senior decision-makers

Additional Preferred Qualifications

• Direct experience with S&P Global Market Intelligence products (e.g., Capital IQ Pro, Ratings Direct, Credit Analytics) or comparable enterprise financial data platforms
• Experience using CRM and Customer Success platforms, including Salesforce and ChurnZero, in a production client management environment
• Demonstrated track record of increasing product adoption and reducing client churn within large, complex enterprise accounts
• Knowledge of risk and valuation workflows within buy-side, sell-side, or corporate credit environments
• Experience defining and mapping customer journey frameworks within a B2B enterprise or financial services context

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 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: 

• 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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, 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.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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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: Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)