Client Success Manager

Posted Yesterday
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Rockville, MD, USA
In-Office
60K-72K Annually
Mid level
Fintech
The Role
The Client Success Manager will build long-term relationships with clients, ensuring satisfaction and renewals while collaborating with internal teams to improve services and solutions.
Summary Generated by Built In

Let’s be #BrilliantTogether

ISS STOXX is looking for a Client Success Manager to join its Rockville, Maryland team. In this role, you will cultivate strong, long-term relationships with some of the world’s most sophisticated institutional investors. By developing a deep understanding of both ISS STOXX’s governance offerings and your clients’ business objectives, you will deliver meaningful insights, drive engagement, and enable clients to fully leverage our proxy voting and governance solutions. 

Internally, the Client Success Manager will also partner with the Sales team to bring operational, industry, and product expertise to effectively manage the client experience. This includes serving as the clients’ primary contact within ISS STOXX, offering support and expertise on corporate governance and proxy voting solutions, addressing clients’ operational needs, and participating in the client renewal process. 

A successful candidate will have a background in finance and client service, and a desire to learn more about corporate governance. Performance is based on a combination of factors including account renewal rates, client communication, operational efficiency, and facilitating upsell opportunities.

Main responsibilities: 

  • Act as a trusted advisor for clients and their advocate within ISS STOXX

  • Serve as domain expert on ISS STOXX's suite of proxy and corporate governance solutions 

  • Partner with ISS STOXX team members to drive operational excellence for both new and existing clients 

  • Own and manage client inquiry and issue resolution process, utilizing Salesforce.com and other internal tools 

  • Assess client reporting needs and coordinate report delivery 

  • Achieve target renewal rate through outstanding client service 

  • Conduct regular calls with clients (health checks, training, relationship planning and review) 

  • Identify accounts at risk and create plans to ensure revenue and client retention 

  • Assist with annual due diligence process for clients 

  • Maintain active interest in and awareness of industry trends and developments, including new ISS STOXX products and services and proactively communicate key developments to clients 

  • Identify and communicate up-sell opportunities to sales team to assist in closing new deals 

  • Provide subject matter expertise in pre-sales/up-sell/on-boarding activities 

  • Perform testing of new product features 

  • Act as “quarterback” between client and internal ISS STOXX teams for key client initiatives 

  • Other special projects and initiatives for the business, as needed and assigned 

Qualifications:  

  • Bachelor’s degree required 

  • 3-5+ years of experience in an account management or client service position preferred, ideally in financial or corporate governance industries  

  • Strong interest in finance, with understanding of financial markets and market players 

Required skills: 

  • Proactive attitude, innovative, motivated, client-oriented and commercially aware thinker with strong attention to detail 

  • Excellent multi-tasking and prioritization skills; ability to effectively manage multiple tasks and projects simultaneously 

  • Excellent verbal and written communication skills  

  • Proficiency in Microsoft Office product suite 

  • A team player able to effectively manage the expectations of a diverse client base 

  • Absolute personal and business integrity 

Base salary:

The Rockville, MD expected base pay range is $60,000- $72,000 per year. Exact compensation may vary based on skills, experience, and level of education.

The role is bonus or incentive eligible.

#LI-MK1 #Associate #CS

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.


Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.


Let’s empower, collaborate, and inspire.


Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

Founded in 1985 as Institutional Shareholder Services (ISS) Inc., ISS Governance is a leading global provider of independent and objective shareholder meeting research and recommendations, providing multiple voting policy choices as well as end-to-end workflow solutions for institutional investors. More than 1,600 clients worldwide utilize ISS Governance’s actionable expertise to help them make informed investment stewardship decisions, and to help them manage their voting responsibilities. Covering over 50,000 meetings annually, ISS Governance leverages its extensive global footprint, deep experience, high quality data and analysis, unified client support, and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients’ evolving portfolio, fiduciary, and stewardship requirements. 

Visit our website: https://www.issgovernance.com       

View additional open roles: https://www.issgovernance.com/join-the-iss-team/      

We are proud to offer the following featured benefits 

  • Medical, Dental, and Vision coverage
  • 401(k) with a company match up to 9%, including a Safe Harbor contribution
  • Flexible Spending Account (FSA) and commuter benefit programs
  • Generous paid time off
  • Volunteer Day
  • Paid parental leave
  • Hybrid working options

Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”).  All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.  For more information, please view https://www.dol.gov/agencies/ofccp/posters.

ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws.  ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities.  ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment.  If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact [email protected].  This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online.  Only messages left for this purpose will be returned.  Messages sent for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.

Skills Required

  • Bachelor's degree required
  • 3-5+ years of experience in an account management or client service position preferred, ideally in financial or corporate governance industries
  • Strong interest in finance, with understanding of financial markets and market players
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office product suite

ISS (Institutional Shareholder Services) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about ISS (Institutional Shareholder Services) and has not been reviewed or approved by ISS (Institutional Shareholder Services).

  • Retirement Support Retirement plans include a notably strong 401(k) match with a Safe Harbor contribution that stands out within the package. The retirement offering is regarded as a highlight relative to other elements of total rewards.
  • Leave & Time Off Breadth Paid time off, paid holidays, and parental leave are substantial components of the package. Time-away benefits are often described as a standout compared with other facets of compensation.
  • Healthcare Strength Medical, dental, and vision coverage are comprehensive within the standard package. Health coverage is generally viewed as solid, albeit characterized as middle of the road in some descriptions.

ISS (Institutional Shareholder Services) Insights

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The Company
HQ: Rockville, MD
2,115 Employees
Year Founded: 1985

What We Do

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.

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