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Sales Order Specialist
2 weeks ago
Grade Level (for internal use):
10The TeamIn this role, you will collaborate with multiple teams including Sales, Legal, Finance, Customer Service, and other cross-functional stakeholders. You will play a key role in ensuring smooth execution of the order-to-cash cycle, supporting revenue operations, and maintaining operational excellence across all engagements and deliverables.
The RoleAs a Senior Team Lead – Order Management, your primary focus will be on enhancing operational efficiency and supporting the commercial organization by managing the end-to-end order lifecycle. You will reduce administrative burdens on Sales teams, ensure accurate and timely order processing, and act as a liaison between internal teams and clients to resolve order-related issues and facilitate complex transactions.
The ImpactThis role is critical in supporting Sales Associates and Client Coverage throughout the sales cycle. You will handle new sales order requests, amendments, cancellations, and ensure accurate documentation and billing. Your work will directly impact client satisfaction, revenue recognition, and compliance with internal policies.
What's in it for You- Manage day-to-day operations for existing accounts, ensuring accurate order processing and client support
- Drive customer satisfaction through timely and efficient order fulfillment
- Ensure timely execution of renewals and amendments
- Collaborate with Legal, Finance, and Data Product Management (DPM) for seamless order fulfillment
- Process new orders, trials, cancellations for Data, IP, and Custom products at sales order level
- Respond to client queries regarding subscriptions, billing, and invoice status
- Perform sanity checks on invoices and billing data
- Coordinate with Sales, Client Services, and clients on licensing inquiries and data entitlements
- Draft agreements and support pending tasks during OM Associate absences
- Support commercial tasks such as price increases and unlicensed data access reviews
- Review Pending Book bi-weekly to ensure timely billing and compliance with business expectations
- Experience in scaling order management operations for B2B environments
- Proven track record in managing complex contracts and data licenses
- Experience working in a fast-paced, matrixed organization with cross-functional collaboration
- 5+ years of experience in Financial Services or a related industry
- Proven background in Order Management, Client Services, or Sales Support
- Lead teams and managed tasks independently with minimal supervision
- Strong influence on quality, timeliness, and client experience across operational functions
- Excellent communication, negotiation, and diplomacy skills
- Advanced analytical and problem-solving capabilities
- Proficiency in English (verbal, written, and visual communication)
- Bachelor's degree in a relevant field; Master's degree is a plus
- Well-balanced strategic and operational mindset
- Strong collaboration and leadership skills, with the ability to manage multiple priorities effectively
- Shift Timing: Between 2 PM to 11 PM (subject to change based on business requirements; may include night shifts)
About S&P Global Dow Jones Indices
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.
S&P Dow Jones Indices 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
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, 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 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:
Global Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.
Equal Opportunity Employer
S&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: and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -
202 - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), FINANC Middle Professional Tier I (EEO Job Group)