About the Role

Grade Level (for internal use):

10Cappitech – Client Engagement ManagerHigh-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 SandP Global Market Intelligence

At SandP Global Market Intelligence, a division of SandP 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 Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology—the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At SandP Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress.Our People:

We are 35,000+ strong worldwide, driven by curiosity and a belief that Essential Intelligence can help build a more prosperous future. We are committed to a more equitable future and to helping our customers find new, sustainable ways of doing business.Our Values:

Integrity, Discovery, Partnership. We focus on Powering Global Markets. We start with integrity, bring a spirit of discovery, and collaborate in close partnership with each other and our customers to achieve shared goals.Benefits

We provide the resources you and your career need to thrive at SandP Global. Our benefits include:Health and Wellness: Health care coverage designed for the mind and body.Flexible Downtime: Generous time off to stay energized.Continuous Learning: Resources to grow your career and learn valuable new skills.Invest in Your Future: Competitive pay, retirement planning, continuing education with company-matched student loan contribution, and financial wellness programs.Family Friendly Perks: Perks for partners and children, with strong family benefits.Beyond the Basics: Retail discounts and other perks.For more information on benefits by country, visit: https://spgbenefits.com/benefit-summariesEqual Opportunity and Recruitment Fraud Awareness

Equal Opportunity Employer: SandP Global is an equal opportunity employer and all qualified candidates will receive consideration without regard to protected characteristics. If you need an accommodation during the application process, please email EEO.Compliance@spglobal.com.Recruitment Fraud Alert: If you receive a request from a spglobalind.com domain or any regional domain asking for payment or sensitive information, it is a scam. Report fraud to reportfraud@spglobal.com and review guidelines at the provided links.

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