Client Engagement Lead

About the Role

Grade Level (for internal use):

10

The Team:

The Enterprise Solutions division at S&P Global supports private equity and venture capital firms by enabling effective data control and driving internal analytics and insights. The division focuses on portfolio analytics, valuations, investor reporting, and on-demand insights into operating metrics, positioning itself as a leader in 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. We are a highly collaborative group that understands our broader goals and how each member's work plays a vital role in our collective success.

The Impact:

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. By producing high-quality output and paying close attention to detail, you will directly influence our clients' success. Your ability to be resourceful, solution-oriented, and adaptable will ensure our clients maximize the value of our FinTech solutions, ultimately driving product adoption and long-term partnership growth.

Responsibilities

• Partnering with clients to understand their needs, objectives, product usage, and overall internal workflows, acting as a supportive and collaborative team player.
• Provide constructive and actionable client feedback to Product Management or other departments regarding product requirements, enhancement requests, and ideas, generating new ideas and thinking outside the box.
• Increasing product adoption and usage among clients by taking the initiative to provide proactive support and guidance.
• Offering transparency to internal stakeholders regarding issues, risks, and opportunities, actively participating in collaborative efforts and team discussions.
• Collaborating with sales to schedule client meetings and demos, seeking ways to work with others and contribute outside of your given tasks.
• Regularly checking in with clients and providing support, determining the best course of action based on clear guidelines and assessing the urgency of client needs.
• Living the S&P Global purpose and values, seeking meaningful connections to your day-to-day work.
• All employees are required to work from the office a minimum of 2 days per week.
• An S&P Global employee at this level would typically have 4+ years of experience in account management, client success, or other client-facing roles.
• Bachelor's degree in Finance, Economics, Management, Business Administration, or a related field.
• Demonstrated knowledge and interest in private markets/FinTech.
• Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications.
• Excellent written and verbal communication skills and an outstanding customer service orientation, with the emotional intelligence to understand how your behaviour impacts different client situations.
• Strong organizational skills and ability to manage multiple tasks, effectively assessing urgency and meeting specific timelines and quality targets.
• 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, remaining resourceful and solution-oriented.
• We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.
• Experience with Microsoft Teams, Salesforce, Jira, or Pendo.
• Previous experience working in a client-facing role within the FinTech or private markets industry.
• Demonstrated ability to build and maintain strong client relationships, with a track record of driving product adoption and client satisfaction .

What We're Looking For:

Basic Required Qualifications:

Additional Preferred Qualifications:

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence .

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential In