Sales Operations Specialist

hace 6 días


Monterrey, Nuevo León, México Msci Inc A tiempo completo
About the Role

We are seeking a highly skilled Sales Operations Specialist to join our team at Msci Inc. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will be responsible for providing operational support to our Sales Coverage Team.

Key Responsibilities
  • Contract Creation and Management:
    • Draft and provide day-to-day support to Americas Sales Coverage in connection with the preparation and booking of license agreements.
    • Partner with Sales Coverage and Legal Team to improve turnaround time of legal contracts.
  • Product and Service Activation and Deactivation:
    • Grant access and set delivery of products, data and software.
    • Work with Client Service, Product, and Sales in resolving product delivery issues.
    • Work with Sales in accurately removing client's access to products and services.
  • Deal Management (New and Renewals):
    • Ensure contractual/commercial details are accurately captured in Salesforce.
    • Work closely with Revenue and Sales Coverage in closing deals and resolving contractual discrepancies to ensure deals are closed on time.
    • Partner with Sales Coverage with the extension or cancellation of licenses.
    • Collaborate with Sales Reporting and Revenue Team on actions involving adjustments on closed deals.
    • Check and manage notices of renewals are communicated to the client within a strict timeframe.
    • Liaise with Billing and Account Receivables Team to ensure prompt resolution of client payments or contractual issues including refunds and unapplied cash receipts.
  • Ad hoc:
    • Work with Product Management on product and process improvement initiatives.
    • Identify gaps, propose solutions, and liaise with cross-functional teams to use technology or remove obstacles in improving process efficiencies and automation.
Requirements
  • Specific Knowledge/Skills:
    • Bachelor's degree in Business Administration, Finance, or related field, preferably with prior experience of the finance industry in a similar role.
    • Fluency in English is a must.
    • Advance knowledge of Microsoft Office programs, particularly Excel (pivot and often used formulas such as pivot, vlookup, if/error).
    • Excellent interpersonal and communication skills (both oral and written).
  • Desired Experience:
    • Minimum 3 years' experience in Business/Commercial industry in a similar role.
  • Desired Qualifications:
    • Must work US hours and whenever needed by the business including weekends and/or holidays if needed.
    • Strong organizational skills with the ability to prioritize and escalate potential issues.
    • Investigative approach, strong attention to detail, and consistently demonstrates high quality of work.
    • Initiates process enhancements and continuous improvement.
    • Demonstrates strong ownership of projects.
    • Accustomed to meeting strict deadlines in a highly pressured environment.
    • Has the ability to mentor junior colleagues.
    • Responsible, considers the implications of decisions, and uses utmost discretion in dealing with confidential data.
    • Promotes motivating work environment with integrity.
    • Take large sums of information, breakdown and analyze to communicate critical points to global teams.


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