Customer Success Manager - Visible Alpha
Posted 3 hours 55 minutes ago by S&P Global, Inc.
Grade Level (for internal use): 10
Role OverviewAs a Customer Success Manager focused on Visible Alpha (VA), you will be responsible for driving user engagement, product adoption, and satisfaction across VA Insights and VA on Pro. You will partner closely with Marketing, Product, Account Management, and Sales teams to deliver proactive initiatives that maximize the value VA brings to our clients.
Responsibilities- Lead targeted engagement campaigns for VA to increase product usage and deepen adoption
- Develop expertise in the VA platform, stay current on new features, workflows, and best practices, and deliver tailored training (virtual and in person) aligned to client needs
- Effectively position and pitch VA alongside Capital IQ Pro, articulating the integrated value proposition and demonstrating how the combined platforms address client needs and drive workflow efficiency
- Cultivate strong relationships with VA power users and key stakeholders, understand their business objectives and workflows to identify opportunities for greater platform utilization and expansion across departments
- Partner with fellow CSMs to coordinate outreach and share insights on VA engagement across accounts
- Monitor VA product usage, develop account profiles, and collaborate on renewal proposals and upsell opportunities
- Capture and synthesize client feedback specific to VA/Estimates, ensuring enhancement requests are routed to the appropriate product teams
- Use CRM and engagement platforms (Salesforce, ChurnZero) to plan, track, and optimize VA user interactions and campaigns
- Positive, proactive attitude and ability to work well in teams
- Exceptional listening skills and ability to articulate ideas and complex information clearly and concisely
- Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
- Goal oriented, able to organize, multi task and prioritize in a fast paced environment
- Experience in consultative sales or a client facing role (inside sales, prospecting, sales support, customer support) and dealing with challenging situations
- Familiarity with Visible Alpha, Capital IQ, or similar research/analytics platforms is highly desirable
- Language skills are a plus
- Bachelor's degree required (Finance, Economics or related field preferred)
- Strong MS Office (Word, Excel, PowerPoint) skills
- 3-5 years work experience (experience in financial services industry and/or in a sales/account management role preferred)
- Knowledge of CRM systems (Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms is advantageous
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
What's In It For You? Our MissionAdvancing Essential Intelligence.
Our PeopleWe'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 ValuesIntegrity, Discovery, Partnership
Benefits- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized.
- 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.
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.
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Job ID: 325881 • Posted On: 2026-03-01 • Location: London, United Kingdom