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Associate Account Manager, Visible Alpha

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S&P Global

3mo ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • London

AI generated summary

  • You need a bachelor’s degree, 2+ years in account management, financial knowledge, strong Excel skills, excellent communication abilities, CRM experience, and a customer-centric mindset.
  • You will engage clients, manage their journey, drive product adoption, collaborate cross-functionally, resolve escalations, and identify growth opportunities while ensuring customer satisfaction.

Requirements

  • · Bachelor's degree or equivalent experience.
  • · 2+ years of experience in Customer Success, Account Management, or a related customer-facing role
  • · Experience working with Financial Institutions (Asset Managers, Hedge Funds, Investment Banks, Private Equity, etc.)
  • · Business knowledge of Financial Markets and the Buy Side Industry
  • · Strong Microsoft Office skills – Word, Excel (pivot tables, Vlookup etc)
  • · Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams.
  • · Goal Driven Individual with the ability to meet internal and external deadlines
  • · Ability to prioritize tasks and manage multiple client requests
  • · Strong problem-solving skills and a proactive approach to addressing client challenges.
  • · Experience with CRM tools (e.g., Salesforce, HubSpot) and client success platforms.
  • · A customer-centric mindset with a passion for helping clients succeed.

Responsibilities

  • Client Engagement:
  • Build and maintain strong, long-lasting relationships with clients
  • Partner with the Lead/Manager Account Manager in owning the end-to-end client journey from onboarding to ongoing management, training, ensuring customer satisfaction and success.
  • Identify client goals, challenges, and business needs, and collaborate with cross-functional teams to deliver tailored solutions.
  • Serve as a point of contact for escalations, ensuring timely resolution and continuous client satisfaction.
  • Drive adoption of products/services
  • Seek opportunities for growth within existing accounts
  • Cross-Functional Collaboration:
  • Work closely with the Sales, Product, Contributor Relations, and Marketing teams to ensure client feedback and insights are incorporated into product development and customer experience strategies.
  • Collaborate with our Support teams to ensure seamless transitions and resolution of any issues.
  • Share best practices and insights within the Customer Success organisation to continuously improve processes and strategies.

FAQs

What is the job title for this position?

The job title is Associate Account Manager at Visible Alpha.

What are the main responsibilities of the Associate Account Manager?

The main responsibilities include building and maintaining relationships with clients, managing the client journey, identifying client goals and challenges, driving product adoption, and collaborating with cross-functional teams.

What qualifications are required for the Associate Account Manager role?

The required qualifications include a Bachelor's degree or equivalent experience, 2+ years in Customer Success or Account Management, experience with Financial Institutions, strong knowledge of Financial Markets, and proficiency in Microsoft Office.

Is experience in the financial industry necessary for this position?

Yes, experience working with Financial Institutions such as Asset Managers, Hedge Funds, and Investment Banks is essential.

What skills are considered essential for the Associate Account Manager?

Essential skills include excellent communication and interpersonal skills, strong problem-solving abilities, proficiency in CRM tools, and a customer-centric mindset.

Will the Associate Account Manager have the opportunity to work with cross-functional teams?

Yes, the role involves collaborating with Sales, Product, Contributor Relations, and Marketing teams.

What kind of training and development opportunities does S&P Global offer?

S&P Global offers continuous learning resources to help employees grow their careers and learn valuable new skills.

What benefits are available for employees at S&P Global?

Benefits include health care coverage, generous time off, competitive pay, retirement planning, family-friendly perks, and additional small perks.

How does S&P Global ensure fair hiring practices?

S&P Global emphasizes fairness, transparency, and merit in their hiring practices and promotes a culture of respect and collaboration.

Where can candidates view information about benefits by country?

Candidates can visit https://spgbenefits.com/benefit-summaries for information on benefits by country.

What should candidates do if they require an accommodation during the application process?

Candidates should send an email to EEO.Compliance@spglobal.com to request accommodations due to a disability.

Is S&P Global an equal opportunity employer?

Yes, S&P Global is an equal opportunity employer and considers all qualified candidates without regard to various protected statuses.

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S&P Global

Finance
Industry
10,001+
Employees

Mission & Purpose

S&P Global (NYSE: SPGI) provides essential intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and accelerate progress for the world. We are widely sought after by many of the world’s leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world’s leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com. Our divisions include: – S&P Global Market Intelligence partners with customers to broaden their perspective and operate with confidence by bringing them leading data sources and technologies that embed insight in their daily work. – S&P Global Ratings offers critical insights for credit, risk and sustainable finance solutions that are essential to translating complexity into clarity, so market participants can uncover opportunities. – S&P Global Commodity Insights enables organizations to create long-term, sustainable value with data and insights for a complete view on the global energy and commodities markets. – S&P Global Mobility turns invaluable insights captured from automotive data to help our clients understand today’s market, reach more customers, and shape the future of automotive mobility. – S&P Dow Jones Indices provides iconic and innovative index solutions, bringing transparency to global capital markets. – S&P Global Engineering Solutions solves for tomorrow’s challenges today by transforming workflows and end-user experiences with data, insights and technology.