Client Development Associate (S&P Capital IQ)
SP Capital IQ, a division of McGraw-Hill Financial is currently searching for a Client Development Associate (CDA) to join our team in our Santa Monica, CA office. CDA's are primarily responsible for managing existing accounts, delivering a positive overall client experience and supporting account growth and new business development.
Responsibilities:
- Provide high touch client service to gain user acceptance and have services integrated into client workflow.
- Enter client communications in CRM application, so sales team is up to date on all correspondence to support effective communication with client
- Increase the pipeline with qualified opportunities- Source and qualify sales leads
- Product Development- Provide client feedback to support Product Management in business development activities
- Enhance communication with client base-Collaborate with teams across MHF to share account knowledge on opportunities and risks
- Demonstrates exceptional skills in maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of customer satisfaction.
- Deliver client training on-site/ Webex-Training on product functionality specific to user job function
- Work Coordinate closely with Sales team- assist with planning client visits, seminars and conferences
- Provide training on product enhancements/upgrades/ new releases
- Monitor product usage to identify training needs and ensure client retention
- Utilize CRM to log client interactions
- Accountability for contributing to the achievement of sales goals for the assigned sales team and retention of revenue
- Assist with research for call preparation - includes spend reports, user status, contact backgrounds, organization background, presentation material
Qualifications
Required:
- An undergraduate degree preferably in the finance related field is strongly preferred as the incumbent must have solid knowledge of finance and accounting principles to successfully understand client needs and propose solutions.
- Strong presentation, communication, and customer service skills to effectively propose solutions that lead to closed sales and revenue generation.
- Individual should have 0-2 years experience in financial services industry and desire to pursue a career in sales
- Positive, proactive attitude and ability to work in teams.
- Demonstrates exceptional skills in listening to clients, articulating ideas and complex information in a clear and structured manner (e.g., conducting training sessions), and building trust.
- Demonstrates sound ability to analyze client information quickly, respond logically, and use data to influence client decisions on MHF products
About SP Capital IQ and McGraw Hill Financial
Be part of the team that provides smart investors with even smarter data at SP Capital IQ.
A career at SP Capital IQ puts you in a position to be indispensible to institutional investors, investment advisors and wealth managers around the world.
SP Capital IQ delivers in-depth intelligence across asset classes and capital structures, bringing together key capabilities in research, strategy, evaluation, analysis, data solutions and risk mitigation under one roof.
Every day, more than 4,200 financial firms turn to us for real-time research, data and analytics on more than 92,000 companies.
Your innovative thinking will thrive in an agile, energetic and challenging work environment – get a high-tech start-up atmosphere backed by the stability of McGraw Hill Financial.
McGraw Hill Financial includes Standard Poor’s Ratings Services, SP Capital IQ, SP Dow Jones Indices, J.D. Power Associates, Platts, McGraw Hill Construction and Aviation Week. Together, we’re the foremost providers of essential intelligence for the capital and commodities markets.
Learn more at www.mhfi.com/careers
McGraw Hill Financial is an equal opportunity employer. Only electronic job submissions will be considered for employment. For special accommodation due to disability, please email webmaster -at- mcgraw-hill.com and your request will be forwarded to the appropriate individual.
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