About the Role:

Grade Level (for internal use):

09

The Team

Transaction Management is a dynamic and highly collaborative team responsible for enabling and managing sales fulfillment processes for S&P Global Ratings' Commercial organization. Transaction Managers bring deep proficiency in data and systems management, a strong understanding of sales operations practices, and working knowledge of Ratings products — enabling effective support for the commercial organization throughout the transaction lifecycle. The team acts as a key link between Sales and internal stakeholders, ensuring Ratings-related transactions are executed accurately, efficiently, and in line with applicable policies, pricing guidance, and operational controls.
 

The Impact and Responsibilities

This role is instrumental in managing the full lifecycle of Ratings-related transactions through the onboarding, engagement, and billing processes for the Americas Commercial team. By ensuring transaction details are accurately captured, reviewed, and progressed through the appropriate systems and workflows, this role helps drive revenue realization, operational excellence, and a strong client experience. The role requires sound judgment, strong attention to detail, and a proactive approach to resolving issues, escalating risks, and supporting process improvements.

Responsibilities

• Manage and support sales implementation processes, including order execution, accurate billing, and system entry to support revenue realization.

• Support reporting and identify relevant customer developments or trends to inform future commercial offerings.

• Collaborate with Sales and other Transaction Managers to manage the sales pipeline and resolve transactional customer queries effectively.

• Act as a bridge between Sales and key internal stakeholders, collaborating across functions to ensure timely and accurate transaction execution.

• Use data, systems, and reporting tools to identify issues, track progress, support decision-making, and contribute to continuous improvement across transaction management processes.

• Maintain a current understanding of relevant regulations, company policies, pricing strategies, and approval guidelines to support internal and external clients.

What We're Looking For

Basic Required Qualifications

• An S&P Global employee at this level would typically have 1+ years of relevant experience in client service or operations within financial services, sales operations, or a commercial support environment.

• Effective written and verbal communication skills, with the ability to engage clearly with clients, Sales colleagues, and cross-functional stakeholders across locations.

• Collaborative working style, with a proven ability to build productive working relationships and act as a reliable liaison between Sales and internal teams.

• Strong Excel skills, including proficiency in formulas, pivot tables, and data analysis functions to support accurate transaction tracking, reporting, and issue resolution.

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

• Language: English: Required — Fluent | Spanish: Preferred — Professional working proficiency

Additional Preferred Qualifications

• Experience with Salesforce or similar Customer Relationship Management (CRM) systems.

• Experience working with billing, order management, client onboarding, sales fulfillment, or CRM-based workflows in a financial services or professional services environment.

• Demonstrated ability to manage multiple priorities, maintain accuracy under deadlines, and apply sound judgment when escalating risks or resolving transaction-related issues.

• Education: Bachelor's degree or equivalent required. We welcome candidates from traditional finance disciplines as well as diverse academic backgrounds that support innovative and critical thinking.

Additional Information

• 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.

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 [email protected]. 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: [email protected] 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)