Client Engagement Manager responsible for client relationships in the FinTech space. Partnering with clients to achieve their objectives and maximize product value while providing insights.
Responsibilities
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.
Responsibilities include: Partnering with clients to understand their needs, objectives, product usage, and overall internal workflows.
Provide constructive and actionable client feedback to Product Management or other departments regarding product requirements, enhancement requests, and ideas.
Providing transparency to internal stakeholders regarding issues, risks, and opportunities.
Increasing product adoption and usage among clients.
Collaborating with sales to schedule client meetings and demos.
Checking in with clients regularly and offering support.
Requirements
Bachelor’s degree in Finance, Economics, Management, Business Administration, or relevant field.
5+ years experience in account management, client success, or other client-facing roles.
Private markets/fintech industry and valuations knowledge and interest.
Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, Salesforce, Pendo is a plus).
Excellent written and verbal communication skills and an outstanding customer service orientation.
Strong organizational skills and ability to manage multiple tasks.
The ability to work well both independently and within a team.
The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately.
Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.
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.
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