Alternatives Account Manager

S&P GlobalSan Francisco, CA
18h

About The Position

The Role: Representative II, Alternatives Account Management The Team: The Alternatives Account Management team sits within a high-growth, strategically critical segment for S&P Global Market Intelligence. We partner with leading hedge funds, private equity and venture capital firms, and private credit managers—some of the most sophisticated clients in the market. Our clients use a broad suite of Market Intelligence solutions. We primarily represent Data & Research and Risk & Valuation Services, and collaborate closely with our Enterprise Solutions teams to deliver comprehensive, multi-product strategies. This is a fast-paced, dynamic environment where intellectually curious, commercially driven individuals thrive. Responsibilities and Impact: Own and grow client relationships post-initial sale, leading renewals, upsells, and cross-sell activity across a defined Alternatives book of business. Drive strategic account execution alongside Sales Specialists, identifying whitespace opportunities and expanding product adoption across the MI platform. Deliver a best-in-class client experience: Proactively manage client inquiries, provide product and platform training, and serve as a key point of contact to ensure seamless service delivery. Stay ahead of client and market trends: Track account activity, segment developments, and fund strategies to anticipate client needs and inform commercial opportunities. Collaborate across Customer Success, Product, and New Business Sales teams to present integrated solutions to clients. Influence product direction: Channel client feedback into product roadmaps and platform enhancements.

Requirements

  • Bachelor’s degree or equivalent
  • Minimum 3 years of post-graduate professional experience, ideally in account management, customer success, or relationship management roles
  • Strong interpersonal and communication skills with executive presence
  • Proficiency in Microsoft Office and CRM tools

Nice To Haves

  • Previous experience working with hedge funds, private equity, or private credit clients
  • Familiarity with market data, analytics, or financial intelligence platforms
  • Demonstrated track record of driving renewals, upsells, and cross-sell initiatives
  • Consultative, strategic, and commercially minded
  • Intellectually curious and highly collaborative

Responsibilities

  • Own and grow client relationships post-initial sale, leading renewals, upsells, and cross-sell activity across a defined Alternatives book of business.
  • Drive strategic account execution alongside Sales Specialists, identifying whitespace opportunities and expanding product adoption across the MI platform.
  • Deliver a best-in-class client experience: Proactively manage client inquiries, provide product and platform training, and serve as a key point of contact to ensure seamless service delivery.
  • Stay ahead of client and market trends: Track account activity, segment developments, and fund strategies to anticipate client needs and inform commercial opportunities.
  • Collaborate across Customer Success, Product, and New Business Sales teams to present integrated solutions to clients.
  • Influence product direction: Channel client feedback into product roadmaps and platform enhancements.

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.
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