Onsite Professional Services Consultant

Posted 15 hours ago

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About the role

  • Professional Services Consultant managing client implementations for financial technology solutions at S&P Global. Supporting senior consultants and collaborating with clients on project delivery.

Responsibilities

  • Become highly skilled in the Counterparty Manager suite of solutions including Request for Amendment, Onboarding Accelerator, CLM Pro, and KYC modules
  • Support senior consultants in delivering client engagements and project implementations across various clients and customers
  • Communicate with clients on a regular basis throughout the implementation project lifecycle, ensuring clear expectations and smooth project delivery
  • Assist in conducting client needs assessments and developing tailored solutions to drive business growth
  • Participate in client meetings and presentations while learning advanced consulting methodologies and best practices
  • Provide comprehensive support to clients throughout their implementation project lifecycle, serving as a key point of contact for technical and process-related questions
  • Contribute to the development of consulting frameworks, tools, and resources that enhance team efficiency and client outcomes
  • Collaborate with cross-functional teams to ensure seamless project delivery and exceptional client experience
  • Deliver on identified client requirements while maintaining high standards of quality and timeliness
  • Maintain strong client relationships and build credibility through consistent, professional service delivery and subject matter expertise

Requirements

  • Bachelor's degree in Business, Finance, Technology, or related field from an accredited institution
  • 2-5 years of professional experience in consulting, client services, financial technology, or related business environment
  • Strong analytical and problem-solving skills with ability to understand complex financial workflows and client requirements
  • Excellent written and verbal communication skills with confidence in client-facing interactions and project communications
  • Proficiency in business applications and willingness to learn specialized financial technology platforms
  • Ability to work effectively in a fast-paced, project-driven environment while managing multiple client implementations simultaneously.
  • Previous experience with financial services technology implementations, client onboarding processes, or regulatory compliance solutions (preferred).
  • Familiarity with project management methodologies such as Agile, Scrum, or traditional waterfall approaches (preferred).
  • Experience with client relationship management, account management, or customer success roles in a B2B environment (preferred).
  • Knowledge of financial industry regulations, KYC (Know Your Customer) processes, or counterparty risk management concepts (preferred).

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.

Job title

Professional Services Consultant

Job type

Experience level

JuniorMid level

Salary

$75,700 - $110,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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