Develop and execute proactive, creative, and ongoing contact initiatives in partnership with Marketing, Product, and account team(s)
Drive continuous service improvement with ultimate goal/focus of product adoption and usage growth
Evolve the profiles on accounts including all affiliations, geographic presence, and business interests through Sales Force
Educate and spread awareness within the client-base about our capabilities to increase usage, leveraging the knowledge of product specialists
Increase adoption/usage by focusing on distinct users to increase usage and overall increase in number of users
Provide platform, product functionality and new release training (on-site or virtually) specific to a user job function, liaise with product management team to master new product enhancements and relay client feedback on an ongoing basis
In partnership with our usage analytics team, monitor product usage and develop account profiles including geographic/departmental presence, relationship history and business interests to support in the development of renewal proposals and potentially identify upsell opportunities
Ongoing learning, and deepening that knowledge, of the suite of products and services offered and ongoing enhancements and new offerings and how they relate to customers
Understand customer business and market trends and suggest ways to help clients address them through education on the product and/or connecting them with the right people internally to address those needs
Ensure enhancement requests from clients are routed to product stakeholders
Leverage internal sales tools to optimize client engagement, eg. CRM and Cadence systems
Requirements
Bachelor's degree required (Finance, Economics or related field preferred)
Strong MS office (Word, Excel, PowerPoint) skills are required
1-3 years work experience (2 years of experience in financial services industry and/or in a sales/account management role preferred)
Any knowledge of CRM systems (such as Salesforce.com, SalesLoft) or research platforms would be advantageous.
Benefits
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.