Client Engagement at S&P Global

San Jose, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Private Equity, Venture CapitalIndustries

Requirements

Bachelor’s degree in Finance, Economics, Management, Business Administration, or relevant field
5+ years experience in account management, client success, or other client-facing roles
Private markets/fintech industry knowledge and interest
Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, 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

Responsibilities

Partnering with clients to understand their needs, objectives, product usage, and overall internal workflows
Provide constructive and actionable client feedback to Product Management or other departments regarding product requirements, enhancement requests, and ideas
Providing transparency to internal stakeholders regarding issues, risks, and opportunities
Increasing product adoption and usage among clients
Collaborating with sales to schedule client meetings and demos
Checking in with clients regularly and offering support

Skills

Key technologies and capabilities for this role

Client Relationship ManagementPrivate MarketsPortfolio MonitoringInvestor ReportingProduct AdoptionStakeholder CollaborationProduct FeedbackSales Collaboration

Questions & Answers

Common questions about this position

What is the salary range for this Client Engagement position?

The anticipated base salary range is $64,320 to $100,492 for US candidates, with final salary based on geographic location, experience, skill set, training, licenses, and certifications. This role is also eligible for an annual incentive plan.

What benefits are offered for this role?

This role is eligible to receive additional S&P Global benefits, with more information available via the provided link.

Is this Client Engagement role remote or does it require office work?

This information is not specified in the job description.

What are the required qualifications for this position?

Candidates need a Bachelor’s degree in Finance, Economics, Management, Business Administration, or relevant field, 5+ years in account management, client success, or client-facing roles, private markets/fintech industry knowledge, and high proficiency in Microsoft Excel, Word, PowerPoint, with motivation to learn new tools like Microsoft Teams.

What does the team environment look like for this role?

The role is part of the Enterprise Solutions division supporting private equity and venture capital firms with data control, analytics, and insights, involving close collaboration with business leaders, product management, sales, marketing, and other stakeholders in the Private Markets business.

S&P Global

Provides financial information and analytics services

About S&P Global

S&P Global provides financial information and analytics to a wide range of clients, including investors, corporations, and governments. The company offers services such as credit ratings, market intelligence, and indices, which help clients understand and navigate the global financial market. S&P Global's products work by utilizing advanced data analytics and research to deliver insights that assist clients in making informed decisions and managing risks. Unlike many competitors, S&P Global has a diverse range of divisions, including S&P Global Ratings and S&P Dow Jones Indices, which allows it to cater to various financial needs. The company's goal is to support clients in driving growth while also committing to corporate responsibility and positive societal impact.

New York City, New YorkHeadquarters

1917Year Founded

IPOCompany Stage

Data & Analytics, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Unlimited Paid Time Off

Professional Development Budget

401(k) Company Match

Family Planning Benefits

Employee Discounts

Risks

Integration challenges with new acquisitions like ProntoNLP may cause operational issues.

Increased competition from AI-driven platforms like Brooklyn Investment Group.

Dependence on volatile credit ratings market could impact revenue stability.

Differentiation

S&P Global integrates advanced AI tools for superior financial analytics capabilities.

The company offers comprehensive ESG solutions, meeting growing sustainability demands.

S&P Global's diverse divisions provide a wide range of financial services globally.

Upsides

Acquisition of ProntoNLP boosts data analytics and sentiment scoring capabilities.

Rising demand for ESG data enhances S&P Global's market position.

Expansion into India strengthens S&P Global's research and insights offerings.

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