Client Engagement

S&P Global•Dallas, TX

About The Position

The Client Engagement Specialist is part of the WSO Client Success Team at S&P Global. The team provides ongoing product support and best-practice advice, collaborating with colleagues across Market Intelligence. The role focuses on developing and maintaining client relationships that drive product adoption, growth, and retention. The specialist troubleshoots issues, identifies client needs, and works across the organization to provide timely resolutions. The position also supports product use through client training and basic demonstrations, and helps improve support through feedback and coordination with product teams.

Requirements

Experience in account management, client success, or another client-facing role.
At least 1–3 years of experience in capital markets, finance, investor relations, or a relevant field.
High proficiency in Microsoft Excel, Word, and PowerPoint, and motivation to learn new applications.
Excellent written and verbal communication skills and a strong customer service orientation.
Strong organizational skills and ability to manage multiple tasks.
Ability to work independently and as part of a team.
Ability to work in a fast-paced environment, handle high-pressure situations, and manage deadlines.
Indefinite right to work in the United States.
External candidates who reach the final interview stage must attend at least one in-person interview, ordinarily at the nearest S&P Global office in Dallas, before an offer can proceed.

Nice To Haves

Experience with Microsoft Teams, Salesforce, Jira, or Pendo.

Responsibilities

Provide phone and email support to corporate clients.
Maintain client relationships while supporting S&P Global software solutions, including report scheduling, higher-severity projects, and client queries.
Provide timely assistance to internal and external clients when questions or issues arise.
Troubleshoot issues virtually and assist Client Engagement Managers with internal coordination, issue ticketing, and escalations.
Own inbound client queries and provide “how to” training and basic product demonstrations.
Liaise with product teams about bugs and forthcoming enhancements, and solicit client feedback to support seamless service and ongoing innovation.
Collaborate with internal teams on marketing materials and update knowledge base tools.
Use Freshdesk to track client interactions.