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Customer Education Portfolio Manager

About the Role:Grade Level (for internal use):11The Team:The Customer Education team at Commodity Insights is instrumental in driving product adoption and enhancing the customer experience with engaging online courses and self-serve product knowledge. Focused on building exceptional digital learning programs delivered through our world-class learning portal, The Learning Center, the team thrives on collaboration, innovation, and strategic alignment to empower our clients and employees alike. Role Description:The Customer Education Portfolio Manager is responsible for developing and executing a comprehensive learning strategy that aligns with business objectives and established learning frameworks. This role requires strong leadership, strategic thinking, and stakeholder management skills. The Portfolio Manager will partner closely with business leaders to identify training needs, prioritize learning initiatives, and oversee the development and delivery of high-quality training programs across various modalities. This includes working directly with Subject Matter Experts, Learning Specialists, Content Developers, Learning Operations Lead, and other stakeholders across the business to ensure the effectiveness and impact of our Customer Education programs.Responsibilities and Impact:• Partner closely with business stakeholders to understand training needs, identify knowledge gaps, and prioritize learning initiatives aligned with business objectives.• Develop and execute a comprehensive learning portfolio strategy that addresses the evolving needs of our customers and internal teams.• Lead the development and launch of high-quality training programs across various modalities (e.g., instructor-led training, virtual classrooms, eLearning, microlearning, certifications, knowledge base articles and videos).• Work directly with Subject Matter Experts, Product Management, Client Success Manager’s, Learning Specialists, and Learning Developers to gather content, design engaging learning experiences, and ensure the timely and effective delivery of training programs.• Drive the go-to-market strategy for new training offerings, including developing marketing materials, conducting pilot programs, and gathering feedback to continuously improve program effectiveness.• Track, measure, and analyze the impact of training programs on key performance indicators (KPIs) such as customer satisfaction, product adoption, and employee productivity.• Stay abreast of the latest trends and best practices in learning and development, including emerging technologies and methodologies.• Proactively identify and implement process improvements to streamline learning operations and enhance the overall learner experience.• Collaborate with cross-functional teams (e.g., Marketing, Sales, Customer Success) to ensure alignment and maximize the impact of training initiatives.• Build and maintain strong relationships with internal and external stakeholders to foster a collaborative and supportive learning environment.Required Qualifications:• Bachelor's degree in Education, Instructional Design, Business, or a related field• 5+ years of experience in a learning and development role• Proficiency in learning technologies and authoring tools (e.g., Articulate Storyline, Articulate Rise, Adobe Captivate, Camtasia)• Proficiency in Excel and PowerPoint for content management, presentation design, and reporting• Experience with learning management systems (LMS)• Knowledge of adult learning principles and instructional design methodologies• Proven experience in project management and stakeholder management• Excellent communication and interpersonal skills (both written and verbal)• Strong analytical and problem-solving skills• Strong organizational and time-management skills• Experience with UX/UI and/or CX design (a plus)• Experience with Agile methodologies (a plus)• Experience in a fast-paced, dynamic environment (a plus)This position is limited to those with the right to work in the United States. Visa Sponsorship is not being offered for this position. Candidate is expected to support a hybrid working situation.About S&P Global Commodity InsightsAt S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value.We’re a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights’ coverage includes oil and gas, power, chemicals, metals, agriculture and shipping.S&P Global Commodity Insights 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 http://www.spglobal.com/commodity-insights.What’s In It For You?Our Purpose:Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.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. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.Our Values:Integrity, Discovery, PartnershipAt S&P Global, we focus on Powering Global Markets. 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-summariesDiversity, Equity, and Inclusion at S&P Global:At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.-----------------------------------------------------------Equal Opportunity EmployerS&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: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf-----------------------------------------------------------20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.2 - Middle Professional Tier II (EEO Job Group)
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What You Should Know About Customer Education Portfolio Manager, S&P Global

At S&P Global Commodity Insights, we’re on the lookout for a passionate and dynamic Customer Education Portfolio Manager to join our fantastic team in Houston, TX. This exciting role puts you at the forefront of enhancing customer experiences through engaging digital learning programs on our state-of-the-art platform, The Learning Center. Imagine working alongside talented Subject Matter Experts and innovators to develop training strategies that align perfectly with business goals. You’ll be responsible for driving the development and execution of training initiatives that not only address the evolving needs of our clients but also prioritize continuous learning across various modalities – think everything from instructor-led sessions to interactive eLearning courses. Your leadership skills will shine as you collaborate across departments, gather content, and design impactful learning experiences that resonate with learners. We thrive on innovation here, so you'll have the chance to implement process improvements while keeping your finger on the pulse of the latest trends in learning and development. If you have a knack for identifying gaps, analyzing KPIs, and are equipped with a Bachelor’s degree in Education or a related field plus over 5 years of relevant experience, this role could be your next big opportunity. Join us and help us empower others through essential intelligence and innovative learning solutions!

Frequently Asked Questions (FAQs) for Customer Education Portfolio Manager Role at S&P Global
What are the responsibilities of a Customer Education Portfolio Manager at S&P Global?

As a Customer Education Portfolio Manager at S&P Global, your primary responsibilities will include developing comprehensive learning strategies, collaborating with various business stakeholders to identify training needs, and overseeing the creation and delivery of high-quality training programs. You will also engage in analyzing program effectiveness through KPIs to enhance training experiences and drive product adoption.

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What qualifications are needed to become a Customer Education Portfolio Manager at S&P Global?

To excel as a Customer Education Portfolio Manager at S&P Global, candidates should possess a Bachelor's degree in fields like Education, Instructional Design, or Business. Additionally, over 5 years of experience in learning and development roles, proficiency in learning technologies, and strong analytical and communication skills are required to succeed in this position.

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What does the learning strategy involve for a Customer Education Portfolio Manager at S&P Global?

The learning strategy for a Customer Education Portfolio Manager at S&P Global involves aligning training initiatives with business objectives, understanding client and internal training needs, and developing a diverse portfolio of educational formats. This includes leading the launch of various training modalities like eLearning, virtual classrooms, and instructor-led sessions tailored to enhance the learner's experience.

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How does S&P Global support the professional development of a Customer Education Portfolio Manager?

S&P Global actively promotes professional growth. As a Customer Education Portfolio Manager, you’ll have access to continuous learning opportunities, whether through access to educational resources, mentorship programs, or comprehensive benefits that support your career progression such as a continuing education program and financial wellness initiatives.

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What impact does a Customer Education Portfolio Manager have on customer satisfaction at S&P Global?

The impact of a Customer Education Portfolio Manager on customer satisfaction at S&P Global is significant. By developing tailored training programs and ensuring high levels of engagement in learning initiatives, you facilitate better product understanding among customers, leading to improved satisfaction, increased product adoption rates, and enhanced overall customer success.

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Common Interview Questions for Customer Education Portfolio Manager
Can you describe your experience with developing training programs?

When answering this question, provide specific examples of successful training programs you’ve developed, mentioning the methodologies used, your collaboration with stakeholders, and the positive impact on target audiences, showing how these experiences prepare you for the role at S&P Global.

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What strategies do you use to analyze the effectiveness of training programs?

Explain that you employ various strategies to analyze training program effectiveness, such as tracking KPIs, utilizing feedback surveys, and conducting follow-up assessments. Highlight specific tools or methods you have successfully implemented in previous roles.

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How do you prioritize learning initiatives?

Discuss your approach to prioritizing learning initiatives, explaining how you assess stakeholder needs and align initiatives with business objectives. Mention analytical skills and experience in project management to support your answer.

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What role do you believe collaboration plays in educational program development?

Articulate the importance of collaboration in program development by mentioning your experiences working with various departments, such as marketing and client success, to create holistic training solutions that meet learner needs.

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Describe a time when you had to manage multiple projects simultaneously.

Share a specific example of managing multiple projects, emphasizing your time-management skills and ability to stay organized under pressure. Highlight how you successfully met deadlines while ensuring quality outcomes.

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How do you stay updated with the latest trends in learning and development?

Mention your habit of following industry blogs, attending webinars, and participating in professional groups related to learning and development. This demonstrates your commitment to continuous improvement and relevance in the industry.

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What learning technologies are you experienced with?

Provide a detailed list of learning technologies you have experience with, such as authoring tools and learning management systems, and briefly describe how you have used them to enhance learning experiences.

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How do you approach feedback from training participants?

Discuss your open mindset towards feedback, explaining how you actively seek it out and use it constructively to improve training programs and enhance the overall learning experience.

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What is your understanding of adult learning principles?

Articulate your understanding of adult learning principles, focusing on how they impact program development. Discuss your application of these principles in creating effective and engaging training solutions.

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Can you share your experience with project management methodologies?

Discuss any project management methodologies you're familiar with, such as Agile, and provide examples of how you have applied them in your previous roles to ensure successful training program execution.

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Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the ...

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March 21, 2025

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