Client Engagement Manager

About the Role:

Grade Level (for internal use):

The Team:

The WSO Client Success Team at S&P Global provides ongoing product and services support and best practice advisory, while simultaneously collaborating with colleagues in other Market Intelligence business segments. You will join a customer-focused team led by a highly experienced management team dedicated to developing and maintaining client relationships to drive product adoption, growth, and client retention, in a supportive and collaborative environment.

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.
• All employees are required to work from the office a minimum of 2 days per week.

What We’re Looking For:

Basic Required Qualifications:

• Experience in account management, client success, or other client-facing roles
• Minimum 3 years’ experience in lending, 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, Planhat 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.
• We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

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. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you-and your career-need to thrive at S&P Global.

Our benefits include:

• 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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person.

US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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