Enterprise Solutions EDM & Thinkfolio Client Engagement

About the Role:

Grade Level (for internal use):

12

Enterprise Solutions EDM & thinkFolio Client Engagement

The Team:

Enterprise Solutions (ES) is a powerful combination of world class people and businesses with a shared mission and legacy of evolving markets and delivering for the most demanding customers in the world.

We are the catalyst to bring data, software, services, and expertise together to power the markets of the future. With more than 5,000 incredibly talented team members, ES serves over 7,500 customers across 21 market-leading businesses.

thinkFolio is a multi-asset investment management platform which mitigates risk, increase operational efficiency and supports decision making by Investment Managers while EDM (Enterprise Data Management) is a data management platform for acquiring, validating and distributing trade, operational, risk, financial and customer data. It creates a single version of truth in a consistent, transparent and fully audited environment.  Both of these services are used by a large number of the world’s largest and most varied financial institutions.   Supported by global Commercial, Technology, Product and Customer Success teams, the Client Engagement team bring the voice of the customer back to the internal table.

The Impact:

S&P is looking for a client orientated individual to join the Client Engagement team covering the EDM and thinkFolio product offerings.  Client Engagement Managers are critical to representing the customer voice within S&P and representing S&P to the customer - it is a trusted and crucial function within the Business.

What’s in it for you:

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.

Key responsibilities include:

• Partnering with clients to understand their needs and objectives
• Scheduling regular meetings monthly or quarterly as appropriate with a clear agenda including roadmap / upgrades / new functionality that is relevant
• Providing transparency to internal stakeholders in Sales, Product, Commercial regarding client feedback, issues, renewal risks and opportunities
• Following up on actions from client engagement meetings and closing the feedback loop
• Understanding client workflows and product usage
• Increasing product adoption and usage among clients
• Collaborating with sales to schedule client meetings and demos
• Acting as a point of escalation for Support, Product or Project workstreams
• Maintaining knowledge of contract details, pricing, and terms

What We’re Looking For:

• Candidate to be degree educated
• Strong analytical, critical thinking and organizational skills with acute attention to detail
• Proficient with Microsoft Excel and PowerPoint
• The ideal candidate will be comfortable conducting business analysis and working with clients to understand their requirements
• Prepare presentations and present to clients and internal audiences
• Excellent interpersonal skills
• Able to easily adapt communication style in different situations
• Fluency in French would be beneficial.

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.
 

10 - Officials or Managers (EEO-2 Job Categories-United States of America), OPRTON103.2 - Middle Management Tier II (EEO Job Group)