Representative II, Relationship Management

OSTTRA•Princeton, NY

About The Position

About the Role: The Team: Our Account Management team is at the forefront of client relationship excellence, working collaboratively across global markets to ensure our enterprise clients maximize the value of our solutions. We pride ourselves on being strategic partners rather than just service providers, fostering a culture of proactive problem-solving and continuous learning. The team values building long-term relationships, embracing a global mindset, and driving measurable business outcomes for both our clients and the organization. Responsibilities and Impact: The National Professional Services AM is the central point of contact, responsible for collaborating across internal functions to deliver a cohesive customer experience. They deeply understand the client business strategies and market demands, which helps them provide client insights and identify opportunities for growth and retention, unlocking a value for both our customers and for MI.

Requirements

Bachelor's degree in Business, Marketing, Communications, or related field, or equivalent professional experience
3-5 years of experience in account management, client relationship management, or business development roles
Proven track record of managing enterprise-level accounts and achieving revenue growth targets
Strong communication and presentation skills with the ability to engage effectively with C-level executives and senior stakeholders
Experience with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics for account tracking and management
Analytical mindset with proficiency in data analysis tools like Excel, Tableau, or similar platforms for performance reporting
Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Responsibilities

Serve as the primary point of contact for a book of business for the largest global professional services firms
Holistic understanding of the account including business objectives, budget cycles, organizational structure, critical needs, and ongoing opportunities
Build multi-threaded relationships across client stakeholders and workflows, serving as a trusted advisor for solving client's business challenges
Develop and execute on account growth plans in partnership with Sales Specialists and Business Partners
Account Analysis to prepare for renewal discussions
Lead renewal and expansion negotiations
Work with legal/procurement to finalize contracts and pricing changes.
Identify and mitigate account risks
Understand account health and introduce internal resources as needed
Build industry knowledge and expertise to advise clients on best practices
Establish key relationships and champions within accounts
Promote adoption of new offerings, capabilities, or modules
Be the voice of the client internally
Coordinate resources to develop comprehensive solutions to meet client needs
Collaborate with Sales Specialists, Business and Implementation teams to involve the right resources to meet client needs, making warm introductions as needed
Provide client feedback to inform product roadmap and service improvements

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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