About the Role:
Cappitech - Client Engagement Manager
High-Level Role Overview
The Client Engagement Manager will develop and maintain client relationships to ensure customer satisfaction and engagement through proactive outreach, acting as a liaison between Cappitech and end users.
Responsibilities and Impact
- Own, develop, and maintain client relationships to ensure customer satisfaction and engagement through proactive outreach.
- Provide post-sales and post-integration engagement for clients, acting as a liaison between Cappitech and end users, as well as decision makers.
- Implement a client engagement program to identify client needs, gather feedback, and record engagement activity.
- Identify opportunities to drive product and functionality adoption and look for growth opportunities.
- Stay informed on regulation, market, and industry trends.
- Play a leading role in go-to-market plans, coordinate with customers, and identify upsell opportunities.
Basic Required Qualifications:
- Proven experience in client relationship management, preferably in a financial services or technology environment.
- Strong understanding of regulatory reporting, market, and industry trends.
- Excellent communication skills with the ability to deliver concise messages to clients.
- Ability to work collaboratively with internal teams such as Product, Support, and Integration.
Additional Preferred Qualifications:
- Experience with Salesforce for tracking client engagements and identifying upsell opportunities.
- Familiarity with JIRA for managing client enhancement and development requests.
- Experience in mentoring and assisting new team members.
- Ability to manage client escalations and coordinate with support and other business areas for resolution.
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.
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.
- 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.
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.