Professional Services Consultant

S&P Global, Inc.; Dallas (TX); On-site; USD 76,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Flexible downtime

Continuous learning

Retirement planning benefits

Career development programs

Job summary

S&P Global Market Intelligence is seeking a professional Services consultant to lead and deliver implementations of CLM Pro, Onboarding Accelerator, and KYC solutions. You will engage with clients, analyze requirements, and tailor solutions to drive business outcomes across multiple industries.

Ideal candidates have 2–5 years in consulting or financial technology, strong communication skills, and the ability to manage multiple client implementations in a fast-paced environment.

Qualifications

• Bachelor's degree in Business, Finance, Technology, or related field.
• 2-5 years of professional experience in consulting, client services, financial technology, or related environment.
• Strong analytical and problem-solving abilities with ability to understand complex workflows and client requirements.

Responsibilities

• Become highly skilled in Counterparty Manager suite including Request for Amendment, Onboarding Accelerator, CLM Pro, and KYC modules.
• Deliver client engagements and project implementations across various clients.
• Communicate with clients regularly throughout the project lifecycle to ensure clear expectations and smooth delivery.

Skills

Analytical skills

Communication skills

Business applications

Education

Bachelor's degree

Job description

About the Role

Grade Level (for internal use): 10 The Team: The Professional Services team for Regulatory and Compliance is a global team of knowledgeable and enthusiastic consultants who manage and deliver successful implementations of CLM Pro, Onboarding Accelerator, and KYC solutions. We leverage our extensive project experience to help establish customer target operating models and define suitable solution workflows that add value at every step of organizational transformation. Our team delivers hundreds of successful client engagements annually across multiple segments and industry verticals, focusing on business process optimization, system performance, and comprehensive health checks.

Responsibilities and Impact

• Become highly skilled in the Counterparty Manager suite of solutions including Request for Amendment, Onboarding Accelerator, CLM Pro, and KYC modules
• Deliver 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

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 $75,671 to $119,909. 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.

What We're Looking For

Basic Required Qualifications:

• 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

Additional Preferred Qualifications

• Previous experience with financial services technology implementations, client onboarding processes, or regulatory compliance solutions
• Familiarity with project management methodologies such as Agile, Scrum, or traditional waterfall approaches
• Experience with client relationship management, account management, or customer success roles in a B2B environment
• Knowledge of financial industry regulations, KYC (Know Your Customer) processes, or counterparty risk management concepts

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

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.

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.

Job Category and Overview

20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT202.1 - Middle Professional Tier I (EEO Job Group) S&P Global enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive in a rapidly changing global landscape. From helping our customers assess new investments across the capital and commodities markets to navigating the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world’s leading organizations to unlock opportunities, solve challenges, and plan for tomorrow – today.