Sales Order Specialist-2
6 months ago
**About the Role**:
**Grade Level (for internal use)**: 09
**Job Description**:
S&P Dow Jones Indices
**Business Title**: Sales Order Specialist.
**Shift Timing**: Between 1PM to 11 PM (can be change based on Business requirement)
The Team
In this role you will collaborate with multiple teams including Inside Sales, Legal, Finance, as well as other cross functional teams. You will foster close working relationships with key stakeholders to ensure the commercial organization’s operations are successful for all revenue operations, engagements, and deliverables.
The Role
Sales Order Specialist are tasked with focusing on positively impacting sales productivity within S&P Dow Jones Indices (SPDJI). Drive sales efficiencies by reducing the administration burden on Sales Associates and Reps. As the main liaison to Customer Administration, you will facilitate the order to cash cycle in an accurate and timely manner. This role will work closely with internal stakeholders to address customers’ administrative issues and administer complex deals.
The Impact
The primary purpose of this role is to support the Sales Associates and Client Coverage during all stages of the sales cycle. Assist both existing and new clients. Process new sales requests, cancellation, or amendments to existing agreements. Work closely with Legal, Commercial Data Services, Finance and Client Services teams. Various commercially focused projects/processes and analysis such as monthly price increases or unlicensed data access review.
**What’s in for you**:
Work on existing accounts and manage the day to day end user care and maintenance of the accounts;
Drive customer satisfaction and adoption within existing accounts;
Monitor usage and keep Sales Associates up to date with relevant statistics;
Ensure timely execution of all renewals on Sales Representatives’ account list;
Coordinate with DPM, Legal, Finance for order fulfillment cycle
Key Responsibilities
Process new sales orders, trials, cancellations for Data, IP and Custom and create Salesforce agreement profiles
Reply to client queries. Queries from existing clients may include subscription status, billing/reporting, invoice status.
Performing Sanity checks on Invoices and billing
Coordinate with Sales Associates and Client (and Client Services) regarding new licensing enquiries, data entitlement requests. Help draft agreements. Pick up pending tasks when relevant sales Associate is away.
Maintain client account records, including third party license status (CUSIP, Ratings, etc.)
Ongoing commercial tasks such as price increases, unlicensed access to our indices, analysis on various trends such as new subscriptions.
Review Pending Book bi-weekly and ensure that all orders are billed on time and in line with business expectations and sanity checks (multiyear deals, invoicing, perm to bill).
About S&P Global Dow Jones Indic e s
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500 ® and the Dow Jones Industrial Average ®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
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.
**Our Values**:
Integrity, Discovery, Partnership
At 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 w
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