Professional Services Consultant

S&P Global • Dallas, TX

10h

About The Position

The Team: The Professional Services team for Regulatory and Compliance is a global team of knowledgeable and enthusiastic consultants who manage and deliver successful implementations of CLM Pro, Onboarding Accelerator, and KYC solutions. We leverage our extensive project experience to help establish customer target operating models and define suitable solution workflows that add value at every step of organizational transformation. Our team delivers hundreds of successful client engagements annually across multiple segments and industry verticals, focusing on business process optimization, system performance, and comprehensive health checks.

Requirements

• Bachelor's degree in Business, Finance, Technology, or related field from an accredited institution
• 0-2 years of professional experience in consulting, client services, financial technology, or related business environment
• Strong analytical and problem-solving skills with ability to understand complex financial workflows and client requirements
• Excellent written and verbal communication skills with confidence in client-facing interactions and project communications
• Proficiency in business applications and willingness to learn specialized financial technology platforms
• Ability to work effectively in a fast-paced, project-driven environment while managing multiple client implementations simultaneously
• This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Previous experience with financial services technology implementations, client onboarding processes, or regulatory compliance solutions
• Familiarity with project management methodologies such as Agile, Scrum, or traditional waterfall approaches
• Experience with client relationship management, account management, or customer success roles in a B2B environment
• Knowledge of financial industry regulations, KYC (Know Your Customer) processes, or counterparty risk management concepts

Responsibilities

• Become highly skilled in the Counterparty Manager suite of solutions including Request for Amendment, Onboarding Accelerator, CLM Pro, and KYC modules
• Support senior consultants in delivering client engagements and project implementations across various clients and customers
• Communicate with clients on a regular basis throughout the implementation project lifecycle, ensuring clear expectations and smooth project delivery
• Assist in conducting client needs assessments and developing tailored solutions to drive business growth
• Participate in client meetings and presentations while learning advanced consulting methodologies and best practices
• Provide comprehensive support to clients throughout their implementation project lifecycle, serving as a key point of contact for technical and process-related questions
• Contribute to the development of consulting frameworks, tools, and resources that enhance team efficiency and client outcomes
• Collaborate with cross-functional teams to ensure seamless project delivery and exceptional client experience
• Deliver on identified client requirements while maintaining high standards of quality and timeliness
• Maintain strong client relationships and build credibility through consistent, professional service delivery and subject matter expertise

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: Entry Level