Specialist - CRM Operations

Posted 7 Days Ago
Be an Early Applicant
Manila, Metro Manila, National Capital Region
Entry level
Fintech • Analytics
The Role
The Specialist in CRM Operations will enhance team efficiency in the Order-to-Cash workflow, assist in pricing quotes and drafting contracts using Salesforce, participate in data governance, and resolve client inquiries while collaborating with internal departments.
Summary Generated by Built In

About the Role:

Grade Level (for internal use):

08

The Team: 

 

We are a global team with presence in India, Pakistan and the Philippines. We support the commercial front-line team in the Order-to-Cash workflow. We enjoy an interesting position within the organization and are continuously growing as we integrate our operations with other departments to provide assistance to an ever-increasing list of individuals and departments. The COPS and CRMhelp team are currently going through a merger into one larger team “CRM, Operations. 

 

The Impact: 

 

The CRM Ops team plays a critical role in the commercial buying experience. In this role, you will be responsible for improving the efficiency of the team with impact to the entire Commercial organization as well as to the client experience. 

 

What’s in it for you: 

 

Our Company prides itself on being an equal opportunity employer and results faced meritocracy. We set high standards and value accountability for all. At the same time, we seek to identify and reward extraordinary performance with growth opportunities. Based on planned growth & initiatives, you have an opportunity to emerge to more specialized roles and act as a resource for the team. 

 

Responsibilities: 

  • Pricing new sale and renewal quotes in Salesforce 
  • Draft contracts for new sale and renewal through create a contract (CAC) tool within Salesforce 
  • Assisting internal partners in fixing net renewal rate (NRR) in salesforce Einstein and providing support 
  • Participating in data governance projects and assist with clean-up activities within salesforce. 
  • Participating in UPF projects and assist with providing meaningful solution. 
  • Resolving general inquiries related to new sales and renewals. 
  • Providing subject matter expertise while performing the root cause analysis of issues within OTC system to ensure better data quality and client buying experience. 
  • Collaborate with different internal departments such as order management, legal, fulfillment, Cash apps and collections to resolve client queries. 

 

Requirements:  

  • Strong comprehension, oral and written communication skills. 
  • Knowledge of MS office (Word, Excel, and PowerPoint) is a plus. 
  • Familiarity with Salesforce is a plus 
  • Attention to detail, self-motivation, positive mindset, excellent work ethic
  • Ability to work independently with minimum supervision 
  • Strong organization, multi-tasking and prioritization skills 
  • Commitment to integrity and excellence with a client-first mindset 
  • Ability to multi-task while working under pressure 

About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence
.

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.
 

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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), SLSGRP203 - Entry Professional (EEO Job Group)

Top Skills

Salesforce
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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