Apprentice, Channels Client On-boarding Specialist

S&P Global; Hyderabad; On-site; INR 700,000 - 1,100,000; Full time

Job summary

S&P Global is seeking a detail-oriented Associate for the Data Management Solutions On-Boarding team in Hyderabad. You will review trials, quotes and renewals to ensure clients receive the correct DMS products and entitlements, while coordinating with DAS, RM, Sales and PM to align on requirements.

You will document approvals and licenses in Salesforce, use DMS tools, and contribute to process improvements. Strong communication and problem-solving are essential in a fast-paced environment.

Qualifications

• Bachelor's degree required in Finance, Business, Accounting, Economics, CS, or Mathematics.
• Strong communication skills with cross-team collaboration.
• Strong attention to detail in fast-paced environments.
• Creative problem-solving with process-oriented mindset.
• Proficiency in Salesforce.
• Positive, solution-oriented mindset with adaptability.
• Knowledge of VBA or advanced Excel is a plus.

Responsibilities

• Review Trials, New Sales and Renewals to confirm correct product components.
• Keep documentation accurate in Salesforce and manage DMS tools.
• Coordinate with Application Specialists, Relationship Managers, Sales and Product Managers.
• Suggest process improvements to enhance customer experience.
• Maintain strong communication across team, stakeholders and partners.

Skills

Communication

Attention to detail

Problem solving

Positive mindset

Education

Bachelor’s degree in Finance, Business, Accounting, Economics, Computer Science, Mathematics

Tools

Salesforce

VBA

Excel

Job description

About the Role:

Grade Level (for internal use):

05 The Team:

The Data Management Solutions (DMS) On-Boarding team understands the complexities involved with our datafeed/API products and is responsible for reviewing and facilitating entitlement requests involving our DMS platforms. This entails managing the fulfilment cases created after Sales Opportunities/Quotes are submitted for DMS platforms; reviewing the product components in these Trials/New Sales/Renewals; understanding package relationships, technical dependencies, and licensing requirements; and working with our Fulfilment team to ensure that the client has the correct entitlements.

The team is in constant communication with Datafeed Application Specialists (DAS), Relationship Managers (RM), Sales and Product Managers (PM) and will be expected to understand our DMS product and processes.

Our team culture is built on proactiveness, business excellence, both independence and interdependence, continuous learning, and improvement, with everyone working towards a common goal to support the Commercial Organization and the company's business overall.

The Impact:

This team acts as a gatekeeper and ensures that clients receive the correct product and packages for all DMS products. It includes the process from the moment that the fulfilment request is created until the Fulfilment Team adds what is requested by Commercial teams and ultimately by the client. You will be encouraged to raise improvements to the process and update the procedures. By enthusiastically identifying issues with the process, the Associate will help provide excellent support to our internal customers.

What's in it for you:

It will provide you with an opportunity to learn and improve your knowledge about our DMS products, processes, and business.

You will liaise with different stakeholders and your input will make a difference regarding the overall customer experience.

You will have an integral part of the product development cycle and roll out.

Responsibilities:

You will have exposure to the whole range of DMS product and will be expected to understand end-to-end the operational side of the business, along with each of the products provided.

The process involves reviewing Trials/New Sales/Renewals and its product components, approvals, and third-party licenses by confirming the correct product components are added so the client receives the product and data as expected.

The job involves keeping the information correctly documented in Salesforce and being able to manage/improve/update the different tools used by the DMS team for the completion of the on boarding of clients.

This position requires attention to detail as it involves validation of approvals and third- party licenses by confirming the correct product components are added so the client receives the product and data as expected.

You will need to demonstrable evidence of planning and organization skills and can work quickly and accurately in a pressured environment.

Ability to remain positive and calm and project a "can do" attitude.

The candidate will be in continuous communication with Application Specialists, Relationship Managers, Sales reps and Product Managers

Ensure strong lines of communication and working relationships are maintained at all times across the team, stakeholders, process owners, and business partners - developing trust and accountability, and recognizing that a strong working relationship is in the best interest of our customers.

What we're looking for:

Basic Qualifications:

• Have a bachelor's degree in Finance, Business, Accounting, Economics, Computer Science, Mathematics
• Strong communication skills with experience collaborating across diverse teams and stakeholders
• Strong attention to detail with demonstrated ability to work accurately in fast-paced, high-pressure environments
• - Creative problem-solving abilities with strong process-oriented mindset for developing efficient workflows and solutions
• Proficiency in Salesforce.
• Positive, solution-oriented mindset with demonstrated resilience and adaptability in dynamic business environments
• - Knowledge of VBA (Visual Basic for Applications) or Advanced knowledge in Excel is a plus

About S&P Global Market Intelligence:

At S&P Global Market Intelligence, we know that not all information is important-some of it is vital. Accurate, deep, and insightful. We integrate financial and industry data, research, and news into tools that help track performance, generate alpha, identify investment ideas, understand industry dynamics, perform valuation, and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction. Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit: S&P Global