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S&P Global · 5 days ago

Client Engagement Manager- Loan Reference Data

Dallas, TX

Full-time

Onsite

Entry, Mid Level

$75K/yr - $109K/yr

1+ years exp

S&P Global is a leading provider of essential intelligence, and they are seeking a Client Engagement Manager for their Loan Reference Data Client Success Team. The role involves maintaining client relationships, providing support for software solutions, and collaborating with internal teams to enhance client satisfaction and product adoption.

AnalyticsBusiness IntelligenceCreditEnterprise SoftwareFinanceFinancial ServicesInformation ServicesMarket Research

Culture & Values

No H1B

Responsibilities

Providing outstanding phone and email support for corporate clients

Maintaining strong customer relationships while supporting S&P Global' s software solutions, from tasks such as scheduling reports to higher severity projects and client queries

Providing clients, both internal and external, with timely assistance whenever a question or issue is raised

Troubleshooting virtually and assisting Client Engagement Managers with internal, issue ticketing system and escalations

Ownership of inbound client queries and additional responsibility for “how to” training and conducting basic product demonstrations

Liaising with product teams regarding bugs and forthcoming enhancements, and soliciting feedback from clients to ensure seamless support and ongoing innovation

Collaborating with internal teams to deliver marketing pieces and updating knowledge base tools

Utilize Freshdesk to track all client interactions

Qualification

Client success experienceCapital markets knowledgeMicrosoft Excel proficiencyAccount management experienceCommunication skillsOrganizational skillsTeam collaborationHandle pressureMotivation to learn

Required

Bachelor's degree in Finance, Economics, Management, Business Administration, Marketing or relevant field

Experience in account management, client success, or other client-facing roles

1 to 3 yrs. experience in capital markets, finance, investor relations or relevant field

Highly proficient in Microsoft Excel, Word and PowerPoint

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

Strong organizational skills and can to manage multiple tasks

Can work well both independently and within a team

Can work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately

Preferred

Motivation to learn new internet-based applications

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.