BASIC REQUIRED QUALIFICATIONS:

• Bachelor’s degree in Finance, Economics, Management, Business Administration, Marketing or relevant field
• Experience in account management, client success, or other client-facing roles
• Minimum 10 years’ experience in capital markets, finance, investor relations or relevant field
• Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, OneNote, Salesforce, Jira, or Pendo is a plus)
• Excellent written and verbal communication skills and an outstanding customer service orientation
• Strong organizational skills and ability to manage multiple tasks
• The ability to work well both independently and within a team
• The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately.

OUR PEOPLE:

We’re more than 35,000 strong worldwide—so we’re able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

RESPONSIBILITIES AND IMPACT:

The Client Engagement Manager (CEM) is tasked with managing strategic client relations by understanding their book of business, upstream/downstream integrations, and growth strategy. CEMs function as a customer’s senior contact and work across multiple WSO Services and Software offerings by soliciting customer feedback and enacting remediation plans to resolve issues.

Providing outstanding phone and email support for corporate clients

• Maintaining strong customer relationships while supporting S&P Global’ s Lending Solutions business, hosting regular virtual & in-person meetings.
• Providing clients, both internal and external, with timely assistance to resolve strategic issues requiring remediation.
• Partner with the Client Support Specialist Team and provide insight to resolve ticketing issues and escalations.
• Liaising with product teams regarding bugs and forthcoming enhancements, and soliciting feedback from clients to ensure seamless support and ongoing innovation.
• Collaborating with internal teams to deliver marketing pieces and updating knowledge base tools
• Present KPIs, roadmaps and host steercos.
• Record, organize and disseminate notes from customer interactions to the broader organization via Salesforce.
• Track and update metrics for customer sentiment, satisfaction, RAG status and probability of loss following customer meetings.

OUR PURPOSE:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.