Sales Operations Representative - Transaction Manager

$49,400 - $98,200/Yr

S&P Global - New York, NY

Full-time - Mid Level

New York, NY

10,001+ employees

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

The Sales Operations Representative - Transaction Manager role at S&P Global is designed to enhance the sales fulfillment processes within a collaborative team environment. This position focuses on managing customer relationships, ensuring efficient service delivery, and supporting the sales pipeline through various operational tasks. The representative will play a crucial role in maintaining compliance with audit and regulatory requirements while deepening their understanding of the financial services sector and the company's product offerings.

Responsibilities

• Assist in the sales implementation processes, including order execution and accurate billing.
• Progress S&P Global Ratings transactions from billing through invoicing, adjusting 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 manage the sales pipeline and handle transactional customer queries.
• Act as a bridge between Sales and other internal functions as required.
• Maintain knowledge of relevant regulations and company policies to support internal and external clients.
• Comprehend pricing strategies and approval guidelines.

Requirements

• Bachelor's degree is strongly preferred.
• Minimum of 3+ years of experience in product management, client support, operations, A/R or A/P, or a related field.
• Strong analytical and 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.

Nice-to-haves

• Understanding of the credit ratings business and debt capital markets is a decisive asset.

Benefits

• Health insurance
• Referral program
• Flexible downtime
• Continuous learning opportunities
• Family-friendly perks
• Retail discounts
• Financial wellness programs