Client Engagement Manager- WSO

OSTTRA • Dallas, TX

9d

About The Position

About the Role: The Team: The WSO Client Success Team at S&P Global provides ongoing product 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 can troubleshoot issues and navigate internally to quickly provide resolutions. Client Engagement Managers are able to quickly identify the needs of client inquiries and are able to speak with clients directly if needed.

Requirements

• Bachelor’s degree in Finance, Economics, Management, Business Administration, Marketing or relevant field
• Experience in account management, client success, or other client-facing roles
• 5+ yrs. experience in capital markets, finance, investor relations or relevant field
• Highly proficient in Microsoft Excel, Word and PowerPoint, and the
• Excellent written and verbal communication skills and an outstanding customer service orientation
• Strong organizational skills and ability to manage multiple tasks
• Can work well both independently and within a team
• Can work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Motivated to learn new internet-based applications
• WSO experience

Responsibilities

• Providing outstanding phone and email support for corporate clients
• Maintaining strong customer relationships while supporting S&P Global' s software solutions, from tasks such as scheduling reports to higher severity projects and client queries
• Providing clients, both internal and external, with timely assistance whenever a question or issue is raised
• Troubleshooting virtually and assisting Client Engagement Managers with internal, issue ticketing system and escalations
• Ownership of inbound client queries and additional responsibility for “how to” training and conducting basic product demonstrations
• 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
• Utilize Freshdesk to track all client interactions

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees