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Service Delivery Manager
S&P GlobalService Delivery Specialist managing private-market financial data and client workflows for S&P Global Market Intelligence. Supporting onboarding, data validation, issue resolution, and operational improvements across GP reporting services.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service and service delivery within financial operations, with a strong focus on data management and reporting processes. Proficient in analyzing financial data flows and improving operational workflows to enhance client delivery and data quality.
Highest-signal resume keywords
Client Service ExperienceData ManagementFinancial OperationsAnalytical SkillsProblem-Solving Ability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Data AnalysisData ValidationReporting ProcessesIssue ManagementPortfolio Monitoring Software
Soft Skills
Clear CommunicationCritical ThinkingRelationship BuildingCuriosityAccountability
Tools & Technologies
Enterprise SaaS PlatformsExcelData Vendor Platforms
Industry Keywords
Financial ServicesSaaSPrivate MarketsCapital Markets
About the role
Key responsibilities & impact- Serve as a point of contact for GP clients, supporting day-to-day service delivery, onboarding discussions, recurring deliverables, and client inquiries
- Work with data operations, implementation, support, and product teams to translate client needs into clear actions
- Review, validate, and interpret financial and ownership data, including financial statements, cap tables, portfolio company metrics, and supporting documents
- Investigate data anomalies, identify root causes, and spot inconsistencies across reporting materials
- Support client account onboarding, entity setup, data requirements, reporting expectations, documentation flow, and coordination with external fund managers
- Assess and resolve client inquiries and service delivery issues related to fund data, portfolio company information, and reporting workflows
- Oversee document workflows from initial receipt through final validation
- Use integrated tools and platforms to streamline operations, strengthen data controls, and improve workflows
- Identify recurring issues and process gaps
- Contribute to improvement initiatives that strengthen client delivery, data quality, and operational consistency
Requirements
What you’ll need- 2–4 years of experience in client service, service delivery, data management, financial operations, or a SaaS delivery environment
- Exposure to client accounts, issue management, or implementation support
- Exposure to financial services, SaaS, private markets, or capital markets preferred
- Curiosity and willingness to learn financial data flows and reporting processes
- Reliable, accountable, and comfortable taking ownership of ambiguous issues
- Clear, structured, and professional client communication skills
- Strong analytical skills and good judgment
- Critical thinking and problem-solving ability
- Ability to build effective working relationships with internal teams and external stakeholders
- Comfortable coordinating across groups
- Comfortable learning new tools, platforms, and workflows
- Experience with portfolio monitoring software, enterprise SaaS platforms, Excel, or data vendor platforms beneficial
Benefits
Comp & perks- Health care coverage designed for the mind and body
- Generous time off
- Access to continuous learning resources and career development
- Competitive pay
- Retirement planning
- Continuing education program with company-matched student loan contribution
- Financial wellness programs
- Family benefits for partners and children
- Retail discounts
- Referral incentive awards