Capital IQ - Chicago, IL

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S&P Capital IQ, a division of McGraw-Hill Financial is currently searching for a Client Development Associate II (CDA) to join our team. CDA's are primarily responsible for managing existing accounts, delivering a positive overall client experience and supporting account growth and new business development.

Specifically, Client Development Associate (CDA) will be responsible for:

Essential Accountabilities

Maintain and establish relationship across account base including existing and new accounts

Revenue Retention- Maintain existing revenue in place

Manage client proposals and presentations

Optimize revenue by prioritizing opportunities and engaging clients proactively

Utilize CRM to monitor clients activity

Prioritize, monitor and manage renewals

Generate new contract documents, process sales orders and coordinate renewal process with product management and finance.

Develop and consultatively sell appropriate product/ service solutions and cultivate references.

Focus on assisting with new client acquisition as well as expanding users within existing account


Strong written skills for the preparation of client proposals and internal communication.

Broad based knowledge of Capital Markets and Financial Services Industry overall.

Prefer 24 months of successful track record in sales support and/ or direct sales role.

Financial services industry preferred

Additional Qualification

Technical Skills

Knowledge of feed and delivery formats for utilizing data in desktop and enterprise Solutions. Understanding what feed and delivery formats will work to meet client needs.

Delivery- Bulk or portfolio delivery. Utilization of API, excel plugin, SDK , or FTP

Leadership & Management Skills

Act as a role model for the team. Share best practices and coach others in constructive positive manner.

Ability to multi task and be flexible. Reevaluate regularly. Always be prioritizing activity that will best meet client and revenue goals.


Understand make up of client base by segment and user type to assist sales team in putting in place territory plans to meet objectives.

About the Company

The McGraw-Hill Companies (NYSE: MHP) is a Fortune500 corporation with over 20,000 global employees and over 10,000 U.S. employees. Around the world, McGraw-Hill provides people with the information and insights they need to adapt and grow in changing times. Our business spans the fields of financial services, education, and business information with leading brand names such as Standard & Poor's Ratings Services, S&P Capital IQ, McGraw-Hill Education, Platts, and J.D. Power & Associates. By working together with our customers and partners, these brands are laying the foundation for a smarter, better world.

McGraw-Hill Financial, S&P Capital IQ delivers comprehensive fundamental and quantitative research and analysis solutions to over 4,500 investment management firms, private equity funds, investment banks, advisory firms, corporations, and universities worldwide. Its solutions are based on the Capital IQ Platform, Compustat and S&P RatingsDirect products, and offer an array of powerful applications for desktop research, screening, real-time market data, backtesting, portfolio management, financial modeling, and quantitative analysis. Our simplified product suite empowers clients to reduce risk, become more efficient, and make better decisions



Primary Location


Sales/Business Development


Capital IQ

Corporate Brand

S&P Capital IQ