What are the responsibilities and job description for the Client Engagement - EDM position at S&P Global?
About The Role
Grade Level (for internal use):
13
The Team
Enterprise Solutions (ES) is a dynamic fusion of world-class talent and businesses, united by a shared mission and a legacy of evolving markets to meet the demands of the world's most discerning customers. We are the driving force that brings together data, software, services, and expertise to power the markets of the future. With over 5,000 exceptionally talented team members, ES serves more than 7,500 customers across 21 market-leading businesses.
thinkFolio is a multi-asset investment management platform that mitigates risk, enhances operational efficiency, and supports decision-making for Investment Managers. EDM (Enterprise Data Management) is a robust data management platform for acquiring, validating, and distributing trade, operational, risk, financial, and customer data, creating a single version of truth in a consistent, transparent, and fully audited environment. Both services are utilized by many of the world's largest and most diverse financial institutions. Supported by global Commercial, Technology, Product, and Customer Success teams, the Client Engagement team brings the voice of the customer back to the internal table.
Impact & Responsibilities
S&P is seeking a client-oriented individual to join the Client Engagement team, covering the EDM product offering. Client Engagement Leads play a critical role in representing the customer's voice within S&P and representing S&P to the customer. This trusted and crucial function is integral to the business.
The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients, identifying opportunities to leverage the company's products, ensuring clients achieve their objectives, and deriving maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients.
S&P Global states that the anticipated base salary range for this position is $112,976.00 to $ 168,000.00. 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..
What We’re Looking For
Basic Required Qualifications:
This role is limited to persons with indefinite right to work in the United States.
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
Inclusive Hiring And Opportunity At S&P Global
At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
10 - Officials or Managers (EEO-2 Job Categories-United States of America), SLSGRP103.2 - Middle Management Tier II (EEO Job Group)
Job ID: 313812
Posted On: 2025-03-24
Location: Dallas, Texas, United States
Grade Level (for internal use):
13
The Team
Enterprise Solutions (ES) is a dynamic fusion of world-class talent and businesses, united by a shared mission and a legacy of evolving markets to meet the demands of the world's most discerning customers. We are the driving force that brings together data, software, services, and expertise to power the markets of the future. With over 5,000 exceptionally talented team members, ES serves more than 7,500 customers across 21 market-leading businesses.
thinkFolio is a multi-asset investment management platform that mitigates risk, enhances operational efficiency, and supports decision-making for Investment Managers. EDM (Enterprise Data Management) is a robust data management platform for acquiring, validating, and distributing trade, operational, risk, financial, and customer data, creating a single version of truth in a consistent, transparent, and fully audited environment. Both services are utilized by many of the world's largest and most diverse financial institutions. Supported by global Commercial, Technology, Product, and Customer Success teams, the Client Engagement team brings the voice of the customer back to the internal table.
Impact & Responsibilities
S&P is seeking a client-oriented individual to join the Client Engagement team, covering the EDM product offering. Client Engagement Leads play a critical role in representing the customer's voice within S&P and representing S&P to the customer. This trusted and crucial function is integral to the business.
The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients, identifying opportunities to leverage the company's products, ensuring clients achieve their objectives, and deriving maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients.
- Client Partnership: Partner with clients to understand their needs and objectives.
- Regular Meetings: Schedule regular meetings (monthly or quarterly) with a clear agenda, including roadmap updates, upgrades, and new functionality.
- Transparency: Provide transparency to internal stakeholders in Sales, Product, and Commercial teams regarding client feedback, issues, renewal risks, and opportunities.
- Follow-Up: Follow up on actions from client engagement meetings and close the feedback loop.
- Workflow Understanding: Understand client workflows and product usage.
- Product Adoption: Increase product adoption and usage among clients.
- Collaboration: Collaborate with sales to schedule client meetings and demos.
- Escalation Point: Act as a point of escalation for Support, Product, or Project workstreams.
- Contract Knowledge: Maintain knowledge of contract details, pricing, and terms.
S&P Global states that the anticipated base salary range for this position is $112,976.00 to $ 168,000.00. 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..
What We’re Looking For
Basic Required Qualifications:
- Education and Experience:
- Degree educated.
- Strong analytical, critical thinking, and organizational skills with acute attention to detail.
- Proficient with Microsoft Excel and PowerPoint.
- Personal Impact:
- Comfortable conducting business analysis and working with clients to understand their requirements.
- Proactive and able to work independently.
- Ability to listen, learn quickly, and demonstrate initiative.
- Capable of preparing presentations and presenting to clients and internal audiences.
- Communication:
- Excellent written and verbal communicator.
- Excellent interpersonal skills.
- Able to easily adapt communication style in different situations.
- Ability to speak another language (preferred but not essential).
- Teamwork:
- 'Can do' attitude to challenges and proven team-working ability.
- Highly motivated, disciplined, confident, and a team player. The ability to adjust to shifting priorities is a must.
- Ability to collaborate effectively within a team.
This role is limited to persons with indefinite right to work in the United States.
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.
Inclusive Hiring And Opportunity At S&P Global
At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
10 - Officials or Managers (EEO-2 Job Categories-United States of America), SLSGRP103.2 - Middle Management Tier II (EEO Job Group)
Job ID: 313812
Posted On: 2025-03-24
Location: Dallas, Texas, United States
Salary : $112,976 - $168,000
