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S&P Global Client Engagement Lead in Dallas, Texas

About the Role:

Grade Level (for internal use):

10

About the Role:

The Team:

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.

Responsibilities and Impact:

The Impact: 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.

What’s in it for you:

  • 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.

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.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $68,093.00 to $119,473.25. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (https://spgbenefits.com/benefit-summaries/us) .

What We’re Looking For:

Basic Required Qualifications:

  • Bachelor’s degree in Finance, Economics, Management, Business Administration, or relevant field.

  • 3-5 years experience in account management, client success, or other client-facing roles

  • Private markets/fintech industry knowledge and interest.

  • Excellent written and verbal communication skills and an outstanding customer service orientation.

Additional Preferred Qualifications:

  • 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).

  • Strong organizational skills and ability to manage multiple tasks.

  • The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately.

  • The ability to work well both independently and within a team.

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

Include for roles that are bonus plan eligible, including sales commission plans.

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 Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.

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 Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include:

  • 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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Diversity, Equity, and Inclusion at S&P Global:

At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.


Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  EEO.Compliance@spglobal.com  and your request will be forwarded to the appropriate person. 

US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf   describes discrimination protections under federal law.


20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)

Job ID: 301049

Posted On: 2024-04-26

Location: New York, New York, United States

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