Sr Associate, Client Support Operations

OSTTRA • Raleigh, NC

11d

About The Position

About the Role: The Team: BigDough Solutions provides an ecosystem of data and software solutions which increase the value of the interactions between i nstitutional i nvestors , broker / dealers and research providers. Whether it is facilitating corporate access roadshows , conferences , access to analysts or the distribution of research, our CRM and Events applications connect all the stakeholders. Our comprehensive institutional investor contact and holdings data is relied upon daily by thousands of professionals across the capital markets industry for prospecting and for providing key insights to help better service their clients. We have a broad and diverse customer base, including some of the world’s largest financial institutions . Responsibilities and Impact: We are seeking a Product Consultant to join our dynamic and global Client Engagement team . Client Engagement is a critical function within the business , responsible for managing all non-commercial aspects of client relationships. The team ensures a successful customer journey by driv ing adoption , retention and growth , and we play a key role in executing the strategic objectives of the business. As a Product Consultant, y ou will become a subject matter expert in the BigDough Solutions product suite while managing a portfolio of clients. You will develop your relationship management skills and industry knowledge to help your clients maximize value from our market-leading data and software solutions. Early responsibility and exposure to different types of client s will prepare you for a senior role within the team, or for other career opportunities within the company, such as s ales, p roduct d evelopment, or p roduct s trategy.

Requirements

• Education: Bachelor’s degree at minimum
• Minimum 2 years’ experience in a client-facing role (account management, sales, client operations, end user support or similar) – ideally within the financial markets and/or data/software industry
• Strong interest in financial markets, data and technology
• Excellent verbal and written communication skills
• A positive, proactive attitude with the ability to work independently and collaboratively in teams
• Goal and action orientated, with ability to organize, multi-task and prioritize in a fast-paced environment
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Bachelor’s degree in a discipline r elated to financial markets, data or technology

Responsibilities

• Act as the day-to-day account manager for a portfolio of clients using BigDough Solutions products, leading all non-commercial relationship management aspects.
• Maintain regular communication with clients by email, phone and virtual/face-to-face meetings.
• B uild relationships with key contacts and influencers .
• Educate clients about our data and solutions to increase usage and identify upsell opportunities.
• Develop and maintain expertise in the BigDough Solutions product suite, continuously learning about new enhancements and offerings and how they relate to different clients and user personas.
• Work with the P roduct Development team to communicate details of new releases, tailoring outreach to your clients.
• Provide product training to end users, either on-site or virtually , and demo upcoming new features and enhancements.
• Monitor client health together with the Client Engagement lead and the Revenue/ A ccount M anagement organization.
• Assess product usage metrics and provide qualitative insights into the drivers of clients’ businesses and their product satisfaction .
• Document client interactions and share client intel and product feedback with internal stakeholders
• Partner with the Client Support team to ensure timely and effective product support for end users.
• C ollaborate with the Client Engagement and Client Support leads to execute ad hoc projects
• Support product demonstrations for prospective clients.

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