Client Support Specialist
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Job Description
Client support specialist consulting venture capital and private equity clients on S&P Global Market Intelligence reporting solutions. Onboarding clients and building integrated Excel reports.
Responsibilities:
- Consult with venture capital and private equity clients to match portfolio monitoring and financial reporting offerings to their needs
- Assist with onboarding new clients to the platform in a hands-on role
- Consult with clients to make reporting as sticky as possible
- Build robust Excel reports integrated with company platforms
- Complete other client projects on an as-needed basis
- Contribute to process improvement projects
- Proactively monitor service delivery and take ownership of critical incidents and escalations
- Coordinate with resolution parties and establish effective communications between clients and subject matter experts
Requirements:
- Strong understanding of financial analysis and reporting
- Strong knowledge of Microsoft Excel
- Conceptual understanding of the SaaS business model
- Excellent verbal and written communication skills
- Ability to work independently in an efficient and responsible manner
- Extreme attention to detail and ability to document processes
- Experience working effectively with others in a team setting under deadline pressure
- Willingness to work long hours at critical times, such as quarterly reporting, based on need
- 4-year degree from an accredited college or university is required
- Mathematics, accounting, or finance degrees strongly preferred
- Experience with proprietary software, iLevel, is desirable
- Strong proficiency in Microsoft Word, Excel, and PowerPoint
- Motivation to learn new applications
Benefits:
- Annual incentive plan
- Additional S&P Global benefits
- Health care coverage
- Generous time off
- Continuous learning and career development resources
- Retirement planning
- Continuing education program with company-matched student loan contribution
- Financial wellness programs
- Family benefits and perks
- Retail discounts
- Referral incentive awards
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