Tax Solutions Client Success/Client Engagement Associate Director

S&P Global

Jun 16

Applications are closed

Job
Full-time
Expert Level
Accounting & Tax
Boston, +1

Requirements

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

Responsibilities

Meeting and exceeding the Non-Financial Corporates team new business sales targets on a monthly and annual basis for both subscriptions and consultancy sales.
Owning the non-financial corporate’s number – Accurately forecasting and communicating the committed and best-case deals for your team on a monthly and quarterly basis.
Plan and design defined sales plays with sales and product leadership team input, for the Trade & Supply Chain product suite across multiple verticals.
Work closely with the existing accounts renewal team leaders to ensure maximum collaboration to ensure high retention and growth in key accounts.
Plan and design outbound marketing campaigns, with sales, product, and marketing leadership team input. Identify key external events and plan and design internal customer events.
Lead, coach and develop new business individual contributors to execute defined sales plays to meet and exceed sales targets on a monthly and annual basis for both subscriptions and consultancy sales.
Establish a culture of continual improvement from your individual contributors to help them move through key stages of the sales process. Ensure they can demonstrate “Exit Gates” have been reached in each stage of the sales process.
Ensure MEDDPICC (or equivalent methodology) qualification check is employed by your team on enterprise size deals.
Travelling throughout Americas & Europe whenever required to meet with customers and prospects.
Synergy Sales – Meeting key synergy or cross selling targets set by the wider organization.
Solutions and Customer Knowledge – Personal responsibility to leverage internal and external resource to learn the Trade & Supply Chain product suite. Including key customer pain points and personas to ensure superior execution of enterprise and transactional level selling.
Synergy Sales – Meeting key synergy or cross selling targets set by the widerorganization.
Key Stakeholder Access – Responsible for connecting and providing meetings with key customers for our S&P Executive Leadership team when required.

FAQs

What does the Tax Solutions Client Success/Client Engagement Associate Director role entail?

The role involves partnering with industry experts to provide insights, software, and data to help customers make better informed decisions, driving growth, performance, and efficiency.

What opportunities are available for growth and development in this role?

Networking, business insights, and tailored learning opportunities are provided to support your growth and development, setting you up for success in your career.

How does this role allow for on-the-job experience and skill development?

You will have the chance to work on high impact projects and apply and develop your skills in a real-world setting, gaining valuable experience in client engagement and solutions.

What is the overall goal of the Tax Solutions Client Success/Client Engagement Associate Director role?

The goal is to help clients succeed by providing them with insights, software, and data to make better informed decisions, ultimately driving growth, performance, and efficiency.

S&P Global

Finance

Industry

10,001+

Employees

Mission & Purpose

S&P Global (NYSE: SPGI) provides essential intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and accelerate progress for the world. We are widely sought after by many of the world’s leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world’s leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com. Our divisions include: – S&P Global Market Intelligence partners with customers to broaden their perspective and operate with confidence by bringing them leading data sources and technologies that embed insight in their daily work. – S&P Global Ratings offers critical insights for credit, risk and sustainable finance solutions that are essential to translating complexity into clarity, so market participants can uncover opportunities. – S&P Global Commodity Insights enables organizations to create long-term, sustainable value with data and insights for a complete view on the global energy and commodities markets. – S&P Global Mobility turns invaluable insights captured from automotive data to help our clients understand today’s market, reach more customers, and shape the future of automotive mobility. – S&P Dow Jones Indices provides iconic and innovative index solutions, bringing transparency to global capital markets. – S&P Global Engineering Solutions solves for tomorrow’s challenges today by transforming workflows and end-user experiences with data, insights and technology.