Tax Solutions Client Success/Client Engagement Associate Director

S&P Global
Boston, United States
$97K-$120K a year
Permanent
Full-time

Responsibilities

and Impact :

At the heart of S&P Global, we are an informationpany. 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.
  • Be 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.
  • Analyzeplex 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.

pensation / 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 basepensation, 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 softwarepany 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 verbalmunication 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 spglobal / 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 rightbination can unlock possibility and change the world.

Our world is in transition and getting moreplex by the day. We push past expected observations and seek out new levels of understanding so that we can helppanies,ernments 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'remitted 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 throughpetitive pay, retirement planning, a continuing education program with apany-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 : / / spgbenefits / benefit-summaries

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.

Ourmitment 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 themunities in which we live and work, and advocate for greater opportunity for all.

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 amodation during the application process due to a disability, please send an email to : EEOpliance@spglobal and your request will be forwarded to the appropriate person.

US Candidates Only : The EEO is the Law Poster / / dol / ofccp / regspliance / posters / pdf / describes discrimination protections under federal law.

202 - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), - Middle Professional Tier II (EEO Job Group)

Job ID : 302014

Posted On : 2024-05-24

Location : Boston, Massachusetts, United States

Job ID 302014

30+ days ago
Related jobs
Promoted
BlueRock Therapeutics
Cambridge, Massachusetts

Sr Solutions Architect, Clin-Dev Solutions. The successful candidate will own the product portfolio and related relationships with key stakeholders across the Clinical Development functions, integrate, develop and deliver innovative and efficient technology solutions and services resulting in busine...

Promoted
State Street Corporation
Boston, Massachusetts

Alpha is the industry's first and only Front-to-Back Platform that gives clients access to the complete investment lifecycle with the power of choice. By streamlining and improving their day-to-day operations through a single open platform, clients are free to focus on innovation and growth. State S...

Ketryx
Boston, Massachusetts

As a Client Operations Director, your mission is to make our customers successful by offering functional and product expertise and delivering exceptional service. We are rapidly expanding our Client Operations team to support the huge influx of customers. After learning the role and honing your expe...

Epsilon
Wakefield, Massachusetts

You will report to the Vice President, Client Engagement Delivery and collaborate closely with cross-functional teams including Sales, Client Services, and Delivery to ensure seamless execution and client satisfaction. Lead cross-functional teams across sales, client services, and delivery to create...

Meet
Boston, Massachusetts
Remote

Continuing their growth, the team are excited to bring on someone new to join their Director-level leadership team, in the form of an Client Services Director! As Client Service Director, you'll bring a wealth of experience in the medical communications industry, leading and driving multiple account...

Austin Rose Associates
Boston, Massachusetts

Client Manager - Creative Clients - To £50k. Are you a client-facing Accountant/Bookkeeper looking for the next step up at a fast-growing Boutique Practice Firm with the prospect of Director level in the future?. Our client is looking for a Client Manager to join their team. They have an exciting cl...

Client Staffing Solutions Inc
Boston, Massachusetts

Job Title: Field Service Technician.Location: Boston, Massachusetts.Job Summary of the Field Service Technician: .We are looking for a Field Service Technician who is self-directed, at ease dealing directly with the customer, can write technical reports, and make and assist the Engineering team with...

Black & Veatch
Burlington, Massachusetts

External focus to interact with assigned clients, become involved in client activities and promote Black & Veatch through client and community activities. Be responsible for the day-to-day successful execution of contracted engineering, procurement, and construction scope in the areas of perform...

Boston College Carroll School of Manageme
Newton, Massachusetts

Reporting to the Senior Associate Director of Alumni Class and School Engagement, the Assistant/Associate Director is responsible for the management and execution of all Boston College Law School alumni engagement programming including, but not limited to, Law School Reunion Weekend, and associated ...

HealthEcareers - Client
Waltham, Massachusetts

As a key member of the clinical team, the Medical Director will report to the Director of Primary Care and provide the full scope of primary care services which fall under his/her field of training, including but not limited to diagnosis, treatment, coordination of care, preventive care and health m...