Associate, Transaction Management Representative

About the Role:

Grade Level (for internal use):
09 About the Role

Transaction Management is a dynamic and highly collaborative team responsible for enabling and managing sales fulfillment processes in an active sales environment. Transaction Management Representatives demonstrate deep proficiency in data and systems management and a high level of responsiveness to support robust sales operations practices.

The team develops a strong understanding of ratings products and their application across global capital markets, strengthening the organization's relationship with existing accounts by delivering quality, efficient, and standardized customer service — both pre- and post-sale — while playing a critical role in ensuring audit and regulatory compliance.

What You'll Do

- Support sales implementation processes, including order execution, accurate billing, and system entry to ensure maximum revenue realization.

- Collaborate with Business Developers, Relationship Managers, Product Managers, and other Transaction Managers to own the sales pipeline and handle transactional customer queries with accuracy and responsiveness.

- Act as a bridge between Sales and other internal functions — including data, IT, finance, and product teams — maintaining alignment across cross-functional and global groups.

- Maintain knowledge of pricing strategies and approval guidelines to serve as a reliable contact point for external client queries and inter-team support.

- Ensure adherence to relevant regulations and company policies while managing high-volume workflows independently with a strong eye for detail.

What We're Looking For

Required Skills and Experience

- Demonstrated ability to manage high-volume, rapidly changing workstreams with a high degree of accuracy and a technology-oriented, detail-focused approach.

- Strong attention to detail and a persistent, results-oriented approach, with the ability to deliver accurate work within tight timelines.

- Strong oral and written communication skills, with the ability to engage effectively with clients and internal stakeholders at all levels.

- Advanced proficiency in Microsoft Excel, including formulas, macros, and pivot tables.

- English: Required — Fluent (able to conduct meetings, collaborate effectively, and communicate clearly in writing and verbally).

Preferred or Helpful Experience

- Experience using Salesforce.com or a similar CRM platform.

- Understanding of primary ratings products and services, with a foundational knowledge of capital markets.

Additional Information

- An S&P Global employee at this level would typically have 1 to 2 years of relevant experience in operations, client service, or a related field.

- We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global Ratings office. This must be completed before we can proceed to an offer.

- Employees are required to work from the office a minimum of two days per week.

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About S&P Global Ratings
At S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions.
S&P Global Ratings is a division of S&P Global (NYSE: SPGI).  S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today.

For more information, visit www.spglobal.com/ratings

What’s In It For You?

Our Mission:
Advancing Essential Intelligence.

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. Join us and help create the critical insights that truly make a difference.

Our Values:
Integrity, Discovery, Partnership

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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

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.

S&P Global has a Securities Disclosure and Trading Policy (“the Policy”) that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy’s requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy.

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 .

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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.

If you need an accommodation during the application process due to a disability, please send an email to:  EEO.Compliance@spglobal.com  and your request will be forwarded to the appropriate person.

US Candidates Only:  Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)