Tax Solutions Client Success/Client Engagement Associate Director

About the Role

Grade Level (for internal use) :

The Team :

S&P’s Network and Regulatory Compliance group offers best-in-class technology and incorporate industry best practices to manage risk, comply with regulations and provide assistance to the financial services industry with meeting their compliance obligations.

Our risk and regulatory compliance management solutions create a single source of truth for clients, with information about customers and vendors that is accurate and up to date.

We provide extensive risk and compliance management coverage, allowing firms to reduce costs, reuse information and streamline processes with improved technology.

Responsibilities and Impact :

At the heart of S&P Global, we are an information company. With expertise across the world’s largest industries, we leverage technology and data science, to provide the insights, software, and data to help our customers make better informed decisions, driving growth, performance, and efficiency.

You will have the chance to partner with our industry experts, with on-the-job experience focusing on high impact work that allows you to apply and develop your skills.

Networking, business insights and tailored learning opportunities all support your growth and development, setting you up for success as you begin your career.

• Serve as the primary relationship and support manager for assigned Tier 1 / high value clients and handle both day-to-day inquiries, project, and strategic planning as well urgent escalations in a professional and timely manner.
• Become a subject matter expert of the CTI Tax Solutions product suite. Actively speak with clients to ensure they understand how to use the functionality of Tax Solutions product suite and understand the full capability of our products industry initiatives
• Establish strong working relationships with clients to ensure they understand how to integrate the functionality of CTI product suite into their existing systems and provide guidance on additional products.
• Analyze complex client inquiries through application of product knowledge and client relationship / awareness. Typically includes repairing application issues, liaising across organization to resolve information quality and system issues, and assisting clients with installations, application functionality and data conversions by providing detailed analysis, feedback, and resolution.
• Collaborates daily with CTI software engineers to troubleshoot and resolve client issues and implement customizations.
• Lead meetings with client’s business and technology teams to manage projects, troubleshoot issues and provide guidance.
• Lead strategic client initiatives with senior and project stakeholders.
• Manage the software upgrade and deployment cycle for assigned clients, including detailed reviews with client to assist with UAT and production planning.
• Identify and track system issues through client queries and feedback. Work with Product, Development and QA to raise, review and prioritize client software bugs and enhancements.
• Use knowledge of client issues and needs to contribute to product development efforts.
• Lead product demos for clients during the implementation and post implementation phase.

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 97,000 to $120,000. Base salary ranges may vary by geographic location.

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, please click here.

What We’re Looking For :

Basic Required Qualifications :

• Bachelor’s degree or higher degree preferred.
• 10-15 years of experience in Client Services or a related field
• Implementation of financial services products either as a leader or an individual contributor.
• Product management such as demo experience and user experience.
• Project management-deep understanding of PMO principles.
• Business analysis-including but not limited to creating and maintaining product documentation.
• Operational process, either part of operations or support of operation groups.
• Requirement gathering and training for technical and QA resource teams.
• Escalation management.
• Client-facing role in a software company and / or Tax Withholding and Reporting experience preferred.
• Proficient in MS Office Suite, and a strong knowledge of internet applications

Additional Preferred Qualifications :

• Excellent written and verbal communication skills, with the ability to adapt to all levels of management and clientele
• Exceptional interpersonal skills that encourage healthy dialogue and trusted client relationships
• Good organizational and time-management skills to adhere to deadlines and deliverables
• Ability to work independently while still interacting within an integrated team structure

Right to Work Requirements :

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

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

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 S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.

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.

We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values :

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. 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.

Our benefits include :

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 :

Diversity, Equity, and Inclusion at S&P Global :

At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation Powering Global Markets.

Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work.

It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.