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Tax Solutions Sr. Client Support Specialist - Remote Eligible

Manage and optimize client onboarding and ongoing support for Tax Solutions products
Remote
Senior
$68,093 – 100,000 USD / year
21 hours agoBe an early applicant
S&P Global

S&P Global

A leading provider of ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide.

Tax Solutions Client Success/Client Engagement Sr. Specialist

The team: S&P's Market Intelligence 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. Our team supports Tier 1 Tax Clients and handles both day-to-day inquiries, project and strategic planning as well urgent escalations in a professional and timely manner.

The 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.

What's in it for you: 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 in your career.

Responsibilities:

  • Serve as the primary and secondary 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 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 addressing application issues, liaising across the 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 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 phases.

Compensation Information: S&P Global states that the anticipated base salary range for this position is $68,093.00 to $100,000.00. 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.

What We're Looking For: Basic Required Qualifications:

  • 5 plus years experience in a Client-facing software or Fin Tech role
  • Experience with the implementation of financial services products either as a leader or an individual contributor
  • Project experience with understanding of PMO principles
  • Business/product analysis experience including reporting issues and documenting standard use cases documentation
  • Familiar with the Software Life Cycle
  • Presentation skills including performing product demonstrations
  • 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

Additional Preferred Qualifications:

  • More than six years of experience in tax ideally within tax withholding and reporting or tax operations
  • BS/BA or higher in a related field
  • Proficient in MS Office Suite, and a strong knowledge of internet applications
  • JIRA and Sales Force experience
  • Operational process experience, either part of operations or support of operation groups

Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

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.

Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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.</

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Tax Solutions Sr. Client Support Specialist - Remote Eligible
Remote
$68,093 – 100,000 USD / year
Support
About S&P Global
A leading provider of ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide.