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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and onboarding, with a strong understanding of energy, commodities, and financial markets. Proficient in utilizing Salesforce and other CRM tools to document client interactions and deliver value-added services.
Highest-signal resume keywords
Client Relationship ManagementSalesforce ProficiencyFluency in English, Portuguese, and SpanishKnowledge of Energy and Commodities MarketsTraining and Onboarding Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client SupportOnboardingProduct TrainingTime ManagementPrioritizationAPI Understanding
Soft Skills
Self-StarterOrganizational SkillsEffective Communication
Tools & Technologies
SalesforceExcelQuipZoomTeams
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
FinanceBanksTradingEnergy MarketsCommodities
About the role
Key responsibilities & impact- Manage an assigned client portfolio across Latin America
- Provide client support, onboarding and relationship building
- Partner with Commercial and Client Development to seek client solutions and provide value-add services
- Provide on-site support, product training and integration of Platts services into customer workflows
- Document all value-add services, cases and activities in Salesforce
- Stay current on commodity news and channel partner platforms; serve as team champion
- Strategize with Commercial and other teams regarding client needs, deliverables and feedback
- Collaborate with Commercial to grow the S&P Global Platts business
- Manage client onboarding, product training, relationship building and client deliverables
- Partner globally with Client Service, Editorial, Product and Marketing to seek client solutions
- Travel and meet with clients to understand their views and share feedback internally
- Collaborate with global Client Service teams on best practices and lessons learned
Requirements
What you’ll need- Bachelor’s Degree
- 3+ years of related work experience; industry-related experience in finance, banks or trading is required
- English, Portuguese and Spanish command, written and oral
- Previous client support and/or sales interaction preferred
- Self-starter who is organized and willing to own a client portfolio
- Time management and prioritization skills
- Ability to lead individual and group trainings effectively and succinctly at all company levels
- Knowledge of energy, commodities and financial markets
- Ability to travel; approximately 40% travel time
- Experience with CRMs, Salesforce, Excel, Quip, Zoom and Teams
- API and technology understanding
- Resume must be submitted in English
Benefits
Comp & perks- Health care coverage designed for the mind and body
- Generous time off
- Continuous learning and career development resources
- Competitive pay
- Retirement planning
- Continuing education program
- Company-matched student loan contribution
- Financial wellness programs
- Family benefits and perks
- Retail discounts
- Referral incentive awards