Client Manager, Private Capital Markets

Responsibilities:

• Owning overall relationship with assigned clients, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
• Conducting client health checks, identifying critical goals and key performance indicators for each client to clearly understand and measure client satisfaction and rollout success
• Providing consultative guidance on best practices for deep software adoption, advising on product capabilities and potential application to customer’s unique requirements
• Proactively suggesting improvements to existing processes and thinking creatively to promote new ideas that will benefit the team and our overall efforts
• Overseeing and managing execution of client projects
• Keeping up to date with S&P Global products and client use-cases as enhancements are made
• Cultivating and contributing to a positive work environment through knowledge sharing, team building and rallying behind new initiatives and efforts across the organization
• Providing timely and positive resolution of escalated issues
• Identifying upsell  and cross sell opportunities and working collaboratively with colleagues to manage the opportunity to close process
• Developing a renewal strategy and proactively identifying and taking measures to mitigate risk to ensure clients are prepared and satisfied to renew their contracts
• Working closely with billing to handle client invoicing issues and questions

Requirements:

• You are a team player that has the gravitas to build trust with clients.
• Key Qualifications and Skills:
• Minimum 4 to 6 years of related experience, including a proven track record performing in an account management or client success role
• Established ability to drive customer loyalty and satisfaction (high renewal rates, client saves, testimonials)
• Strong written and verbal presentation skills
• Someone who deals with challenging concepts and complexity comfortably and with no fear
• Experience with change management and software implementations with a strong understanding of client challenges and best practices in adoption
• Knowledge of utilizing Salesforce to track opportunities and customer activity
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of our organization as well as our client’s organizations
• Ability to pick up new technologies easily
• A solid foundation of Excel skills, with the ability to quickly read and understand financials
• Flexibility to travel to clients when needed (approximately 30% travel)