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 fulfilment processes in an exciting environment. Sales Operations Representatives demonstrate deep proficiency in data and systems management, to develop deep understanding of sales operations practices, and working knowledge of business products, enabling them to provide a full range of support/ancillary services to the commercial organization.
The Impact: This position strengthens the organization’s relationship with existing accounts by providing quality, efficient and standardized customer service, both pre- and post- sales. Diverse and flexible portfolio coverage positions the individual to shorten client response times and increase service quality, helping clients meet their financial and risk management needs. The role additionally plays a critical part in ensuring we meet audit and regulatory requirements.
Responsibilities:
1. Assist in the sales implementation processes- primarily including order execution, ensuring accurate billing, and system entry to warrant maximum revenue realization.
2. Progress S&P Global Ratings transactions from billing through invoicing, adjust invoices as needed.
3. Track customer developments and trends to help craft future offerings.
4. Collaborate with Business Developers, Relationship Managers, Portfolio Managers and other Transaction Managers to effectively own the sales pipeline and assist in handling transactional customer queries.
5. Collaborate with other internal functions and act as a bridge between Sales and those functions as required.
6. Comprehend appropriate understanding of relevant regulation and company policies for supporting internal and external clients.
7. Maintain knowledge and comprehension of the pricing strategies and approval guidelines.
What We’re Looking For:
1. Bachelor’s degree is strongly preferred.
2. Bilingual Portuguese & English. Spanish language skills are a decisive asset.
3. An understanding of the credit ratings business and debt capital markets is a plus.
4. Minimum of 3+ years of experience in product management, client support, operations, A/R or A/P or a related field.
5. Strong analytical & problem-solving skills.
6. Excellent communication and interpersonal skills.
7. Proficiency in using client support software, issue tracking tools, and data analysis tools. Experience with Salesforce is a plus.
8. Ability to work collaboratively within a team and take direction from senior team members.
9. Eagerness to learn and grow within a dynamic and fast-paced environment.
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.
For more information, visit www.spglobal.com/ratings.
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