Role OverviewCustomer Success is a dynamic global team that develops and executes data driven processes to deliver world class customer experience on platform products. This role is responsible for driving client engagement, adoption, retention, user/usage growth and supporting strategic objectives within a book of platform accounts and across the North America and LATAM region for RatingsDirect and Credit Analytics clients. The focus is on migration, onboarding, and driving global strategic accounts engagement across segments.
What You Will Do
Influence future lifetime value by driving higher Ratings Direct and Credit Analytics product adoption, customer satisfaction, and health scores. Collaborate with Sales, Product, and Support teams to project manage large coordinated efforts around Ratings Direct and Credit Analytics users. Deliver tailored training sessions (virtual/in-person) aligned to user roles and workflows, and drive user adoption through a credit campaign library and global webinars.
Why It Might Be a Fit
This role requires a positive, proactive attitude, exceptional communication skills, and a proven record of maintaining strong relationships with senior client members. Candidates should have experience in a consultative sales or client-facing role, with 3-5 years of work experience in financial services or sales/account management. Knowledge of CRM systems, data analytics, or research platforms is advantageous.
Requirements
- Bachelor's degree required (Finance, Economics or related field preferred)
- 3-5 years work experience (experience in financial services industry and/or in a sales/account management role preferred)
- Any knowledge of CRM systems (such as Salesforce, ChurnZero, SalesLoft), data analytics (Power BI), or research platforms would be advantageous
Benefits
- Health care coverage designed for the mind and body
- Generous time off
- Access a wealth of resources to grow your career and learn valuable new skills
- Competitive pay
- Retirement planning
- Continuing education program with a company-matched student loan contribution
- Financial wellness programs
- Family Friendly Perks for partners and little ones
- Retail discounts
- Referral incentive awards
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