Customer Success & Migration Associate

Description:

MIGRATION-focused elements of the role

• Ensure smooth transition for CapIQ clients migrating to the S&P Capital IQ Pro platform
• Work with account team and upgrade program team to complete client migration prep work and devise customer upgrade journey
• Encourage clients to fully adopt CIQ Pro Platform
• Engage with internal stakeholders to support clients for successful migration
• Remove any barriers to ensure timely migration and meet or exceed project plan timelines
• Work together with the account team to project manage the transition plan
• Keep all stakeholders informed of status and appropriately escalate any concerns/issues
• Execute migration strategies set by Account Directors

Client engagement

• Ensure high-touch migration experience for each user
• Execute proactive, creative, and ongoing contact initiatives in partnership with relevant stakeholders
• Educate and spread awareness within the client base about our capabilities to increase overall product usage
• Collect and share feedback - provide platform and product functionality, get feedback from clients, run new release trainings and share client’s feedbacks with teams internally
• Commit to continuous learning of the products suite and services we offer, including ongoing enhancements, new offerings and how they relate to customers workflow
• Leverage internal sales tools to optimize client engagement, e.g., CRM and Cadence systems