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S&

Client Engagement - EDM

S&P Global
United Statesfull_timeVerifiedPosted 7 Apr 2025
💰 $127,187/yr($93,144/yr$127,187/yr)

About the role

About the Role:

Grade Level (for internal use):

12

The Team:

Enterprise Solutions (ES) is a dynamic fusion of world-class talent and businesses, united by a shared mission and a legacy of evolving markets to meet the demands of the world's most discerning customers. We are the driving force that brings together data, software, services, and expertise to power the markets of the future. With over 5,000 exceptionally talented team members, ES serves more than 7,500 customers across 21 market-leading businesses.

thinkFolio is a multi-asset investment management platform that mitigates risk, enhances operational efficiency, and supports decision-making for Investment Managers. EDM (Enterprise Data Management) is a robust data management platform for acquiring, validating, and distributing trade, operational, risk, financial, and customer data, creating a single version of truth in a consistent, transparent, and fully audited environment. Both services are utilized by many of the world's largest and most diverse financial institutions. Supported by global Commercial, Technology, Product, and Customer Success teams, the Client Engagement team brings the voice of the customer back to the internal table.

Impact & Responsibilities:

S&P is seeking a client-oriented individual to join the Client Engagement team, covering the EDM product offering. You will play a critical role in representing the customer's voice within S&P and representing S&P to the customer. This trusted and crucial function is integral to the business.

The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients, identifying opportunities to leverage the company's products, ensuring clients achieve their objectives, and deriving maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients.

  • Client Partnership: Partner with clients to understand their needs and objectives.

  • Regular Meetings: Schedule regular meetings (monthly or quarterly) with a clear agenda, including roadmap updates, upgrades, and new functionality.

  • Transparency: Provide transparency to internal stakeholders in Sales, Product, and Commercial teams regarding client feedback, issues, renewal risks, and opportunities.

  • Follow-Up: Follow up on actions from client engagement meetings and close the feedback loop.

  • Workflow Understanding: Understand client workflows and product usage.

  • Product Adoption: Increase product adoption and usage among clients.

  • Collaboration: Collaborate with sales to schedule client meetings and demos.

  • Escalation Point: Act as a point of escalation for Support, Product, or Project workstreams.

  • Contract Knowledge: Maintain knowledge of contract details, pricing, and terms.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $93,144 to $127,187. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.. 

What We’re Looking For:

Basic Required Qualifications:

  • Education and Experience:

    • Degree educated.

    • Strong analytical, critical thinking, and organizational skills with acute attention to detail.

    • Proficient with Microsoft Excel and PowerPoint.

  • Personal Impact:

    • Comfortable conducting business analysis and working with clients to understand their requirements.

    • Proactive and able to work independently.

    • Ability to listen, learn quickly, and demonstrate initiative.

    • Capable of preparing presentations and presenting to clients and internal audiences.

  • Communication:

    • Excellent written and verbal communicator.

    • Excellent interpersonal skills.

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Company

S&P Global

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