Client Engagement
About The Position
The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients. You will become a subject matter expert in the private markets industry while gaining and maintaining a thorough understanding of portfolio monitoring and reporting. You will interact with senior members of management and c-suite executives at private market firms of all sizes daily via email, phone, and face-to-face meetings. You will closely collaborate with business leaders and key internal stakeholders providing exposure to product management and development, sales and marketing, and a variety of other areas of the Private Markets business.
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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Administrative and Support Services
Number of Employees
5,001-10,000 employees
