Client Engagement

S&P Global, Inc.; Dallas (TX); On-site; USD 60,000 - 105,000; Full time

Job summary

S&P Global is seeking a Client Engagement Specialist in Dallas to support corporate clients via phone and email, resolve issues, and manage relationships for its Market Intelligence software offerings. The role emphasizes collaboration with product teams and cross‑functional partners to drive adoption and client success.

Ideal candidates have 1–3 years in capital markets or related fields, excellent communication skills, and proficiency in Excel, Word, and PowerPoint.

Qualifications

• 1–3 years’ experience in capital markets, finance, investor relations or related client‑facing roles
• Excellent written and verbal communication with outstanding customer service orientation
• Strong organizational skills and ability to manage multiple tasks

Responsibilities

• Troubleshoot issues and navigate internally to provide quick resolutions
• Speak directly with clients to identify needs when required
• Provide outstanding phone and email support for corporate clients
• Maintain strong client relationships while supporting S&P Global Market Intelligence software solutions
• Provide timely assistance to internal and external clients for questions or issues
• Own inbound client queries and conduct basic product demonstrations and training
• Liaise with product teams on bugs and enhancements and gather client feedback
• Collaborate with internal teams to deliver marketing pieces and update knowledge base tools
• Use Freshdesk to track all client interactions

Skills

Excel

PowerPoint

Communication

Customer service

Organizational skills

Tools

Jira

Salesforce

Pendo

Microsoft Teams

Job description

About the Role: Grade Level (for internal use): 10

The WSO Client Success Team at S&P Global provides ongoing product support and best practice advisory, while simultaneously collaborating with colleagues in other Market Intelligence business segments. You will join a customer‑focused team led by a highly experienced management team dedicated to developing and maintaining client relationships to drive product adoption, growth, and client retention, in a supportive and collaborative environment.

Responsibilities and Impact:

• The Client Engagement Specialist can troubleshoot issues and navigate internally to quickly provide resolutions.
• Client Engagement Specialists are able to quickly identify the needs of client inquiries and are able to speak with clients directly if needed.
• Providing outstanding phone and email support for corporate clients
• Maintaining strong customer relationships while supporting S&P Global' s software solutions, from tasks such as scheduling reports to higher severity projects and client queries
• Providing clients, both internal and external, with timely assistance whenever a question or issue is raised
• Troubleshooting virtually and assisting Client Engagement Managers with internal, issue ticketing system and escalations
• Ownership of inbound client queries and additional responsibility for “how to” training and conducting basic product demonstrations
• Liaising with product teams regarding bugs and forthcoming enhancements, and soliciting feedback from clients to ensure seamless support and ongoing innovation
• Collaborating with internal teams to deliver marketing pieces and updating knowledge base tools
• Utilize Freshdesk to track all client interactions

Compensation/Benefits Information:

(This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $60,000 to $105,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees.

What We’re Looking For:

• Experience in account management, client success, or other client‑facing roles
• Minimum 1-3 years’ experience in capital markets, finance, investor relations or relevant field
• Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, Salesforce, Jira, or 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

An S&P Global employee at this level would typically have 1-3+ years of experience in capital markets, finance, investor relations, account management, client success, or other client‑facing roles where they apply solutions to issues and problems with an end-to‑end view.

We require all external candidates who reach the final stage of our interview process to attend at least one in‑person interview, which is ordinarily at your nearest S&P Global office in Dallas. This must be completed before we can proceed to an offer.

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

Return to Work:

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

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. For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission: Advancing Essential Intelligence.

Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

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. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Equal Opportunity Employer 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. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:[e-mail] your request will be forwarded to the appropriate person.

US Candidates Only: Know Your Rights: Workplace discrimination is illegal

20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group) This is the site for former colleagues whose roles have been impacted by organizational changes to search for job opportunities with S&P Global. We are committed to providing impacted team members priority consideration for new opportunities. When applying, please create a login with your personal email address and select Redeployment in the section: “How did you hear about us?”.