Sales Operations Representative - Transaction Manager

Posted 7 Days Ago
Be an Early Applicant
NYC, NY
49K-98K Annually
Mid level
Fintech • Analytics
The Role
The Sales Operations Representative is responsible for managing sales fulfilment processes, ensuring order execution and accurate billing, tracking customer trends, and collaborating with various internal teams to support the sales pipeline and customer queries. Additionally, the role requires compliance with regulations and company policies while maintaining knowledge of pricing strategies.
Summary Generated by Built In

About the Role:

Grade Level (for internal use):

09The 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.

What’s in it for you?

High transparency working in both cross functional and global groups, including but not limited to sales, product, analytical support, data, IT, and finance functions.

  • Develop your Business Insight and Sales Operations processes in the financial services sector
  • Deepen your knowledge of our primary products and services within the Ratings business and their impact in the Capital Markets.

Responsibilities:

  • Assist in the sales implementation processes- primarily including order execution, ensuring accurate billing, and system entry to warrant maximum revenue realization
  • Progress S&P Global Ratings transactions from billing through invoicing, adjust invoices as needed
  • Track customer developments and trends to help craft future offerings
  • 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
  • Collaborate with other internal functions and act as a bridge between Sales and those functions as required
  • Comprehend appropriate understanding of relevant regulation and company policies for supporting internal and external clients
  • Maintain knowledge and comprehension of the pricing strategies and approval guidelines

What the Hiring Manager Says:

“You will be flexible and willing to tackle anything. You will also support the entire group and will have exposure to many different business units working on product-mix and with our vendors. This person will have good phone presence, competence, and very tech savvy.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $49,400 to $98,200. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here

What We’re Looking For:

  • Bachelor’s degree is strongly preferred
  • An understanding of the credit ratings business and debt capital markets is a decisive asset
  • Minimum of 3+ years of experience in product management, client support, operations, A/R or A/P or a related field
  • Strong analytical & problem-solving skills
  • Excellent communication and interpersonal skills
  • Proficiency in using client support software, issue tracking tools, and data analysis tools. Experience with Salesforce is a plus
  • Ability to work collaboratively within a team and take direction from senior team members
  • 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. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions.

S&P Global Ratings 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 www.spglobal.com/ratings

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: https://spgbenefits.com/benefit-summaries

Diversity, 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.
 

S&P Global has a Securities Disclosure and Trading Policy (“the Policy”) that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy’s requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy.

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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: [email protected] 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.pdfdescribes discrimination protections under federal law.  Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

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20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)

The Company
HQ: New York, NY
26,747 Employees
On-site Workplace

What We Do

At S&P Global, we accelerate progress by delivering essential intelligence that unlocks opportunity and fosters growth. For 160 years, our insights and data have helped countries, companies and investors make decisions with conviction. We’re the world’s foremost provider of transparent and independent ratings, benchmarks, analytics, data, research, commentary and ESG solution. Our divisions include:

• S&P Global Ratings, which provides credit ratings, research and insights essential to driving growth and transparency.

• S&P Global Market Intelligence, which provides insights into companies, markets and data so that business and financial decisions can be made with conviction.

• S&P Dow Jones Indices, the world’s largest resource for iconic and innovative indices, which helps investors pinpoint global opportunities.

• S&P Global Platts, which equips customers to identify and seize opportunities in energy and commodities, stimulating business growth and market transparency.

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