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
Job Summary
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.
S&P Global Market Intelligence delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
Benefits include health and wellness coverage, generous time off, continuous learning resources, financial wellness programs, family-friendly perks, and retail discounts.
Matching Summary
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.
Skills & Requirements
Must-have
Client relationship management
Product adoption and retention
Private Markets industry knowledge
Microsoft Excel proficiency
Account management experience
Client success expertise
Nice-to-have
Experience with Microsoft Teams
Salesforce familiarity
Pendo application knowledge
Excellent communication skills
Customer service orientation
Ability to manage multiple senior clients
Fast-paced environment adaptability
Key Requirements
Bachelor’s degree in Finance, Economics, Management, Business Administration or relevant field
7+ years experience in account management or client-facing roles
Private Markets and FinTech industry knowledge preferred