Head of Customer Excellence Tooling & Automation jobs in United States
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S&P Global · 1 month ago

Head of Customer Excellence Tooling & Automation

S&P Global is a leading organization focused on delivering essential intelligence and insights. They are seeking a strategic leader to oversee the Head of Customer Excellence Tooling & Automation, responsible for driving process optimization, tooling, analytics, and automation to enhance customer experience across a global business.

AnalyticsBusiness IntelligenceCreditEnterprise SoftwareFinanceFinancial ServicesInformation ServicesMarket Research
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Set a compelling and industry leading vision and strategy for the transformation of Customer Excellence processes, automation and tooling
Lead the implementation of this vision across technology, execution and operational teams ensuring we have the right resources and delivery capabilities to rapidly deploy and adopt the solutions
Align tooling and automation initiatives with broader business goals and customer experience priorities
Establish a multi-year roadmap that advances digital enablement, scalability, and performance across Customer Excellence
Design, build and evaluate and implement tools and platforms that enhance customer support, service, success and operations
Drive automation initiatives to improve efficiency, reduce manual effort, and enhance customer satisfaction
Design and deliver tools and platforms that empower the Customer Excellence, and partner teams to increase productivity and enhance their workplace experience
Partner with Learning & Development teams to create training for primary Customer Excellence roles that enables rapid adoption of enhanced automation and tooling
Partner with the Customer & Commercial Analytics & Insights team on a framework for customer data analysis, performance metrics, and actionable insights
Partner with data teams to ensure robust data governance and reporting capabilities
Ensure tooling and automation solutions enable robust data capture, analysis, and actionable insights
Stay current on emerging technologies, trends, and best practices in customer experience tooling, workflow automation, and AI enablement
Foster a culture of experimentation, innovation, and continuous improvement within Customer Excellence
Evaluate and pilot new solutions that drive productivity, reduce friction, and elevate the customer and agent experience

Qualification

Process OptimizationTooling & AutomationData AnalyticsCRM PlatformsAI/ML ApplicationsProject ManagementStakeholder ManagementCommunication SkillsCross-Functional Collaboration

Required

Proven experience developing and leading process optimization, tooling, automation, and analytics initiatives within customer experience or operations
Strong strategic thinking and execution skills, with a track record of delivering measurable business outcomes
Deep understanding of customer service technologies, CRM platforms, automation tools, and data analytics
Excellent stakeholder management and communication skills
Experience working in a matrixed organization and driving cross-functional collaboration

Preferred

Familiarity with AI/ML applications in customer experience
Experience with enterprise-level CRM and support platforms (e.g., Salesforce, Zendesk, ServiceNow)
Strong project management and change management capabilities

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.

Company

S&P Global

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S&P Global is a market intelligence company that provides financial information and data analytics services.

H1B Sponsorship

S&P Global has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (28)
2024 (26)
2023 (30)
2022 (38)
2021 (46)
2020 (38)

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-01Post Ipo Debt· $1B
2023-09-07Post Ipo Debt· $750M
2016-04-28IPO

Leadership Team

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Martina Cheung
President and CEO
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Rick Goldberg
Division Chief Financial Officer
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Company data provided by crunchbase