Grade Level (for internal use):
08
The Team
In this role you will collaborate with multiple teams including Inside Sales, Legal, Finance, as well as other cross functional teams. You will foster close working relationships with key stakeholders to ensure the commercial organization’s operations are successful for all revenue operations, engagements, and deliverables.
The Role
Sales Operation Specialist are tasked with focusing on positively impacting sales productivity within S&P Dow Jones Indices (SPDJI). Drive sales efficiencies by reducing the administration burden on Sales Associates and Reps. As the main liaison to Customer Administration, you will facilitate the order to cash cycle in an accurate and timely manner. This role will work closely with internal stakeholders to address customers’ administrative issues and administer complex deals.
The Impact
The primary purpose of this role is to support the Sales Associates and Client Coverage during all stages of the sales cycle. Assist both existing and new clients. Process new sales requests, cancellation, or amendments to existing agreements. Work closely with Legal, Commercial Data Services, Finance and Client Services teams. Various commercially focused projects/processes and analysis such as monthly price increases or unlicensed data access review.
What’s in for you:
Work on existing accounts and manage the day-to-day end user care and maintenance of the accounts.
Drive customer satisfaction and adoption within existing accounts.
Monitor usage and keep Sales Associates up to date with relevant statistics.
Ensure timely execution of all renewals on Sales Representatives’ account list;
Coordinate with DPM, Legal, Finance for order fulfillment cycle
Key Responsibilities
Reply to client queries. Queries from existing clients may include subscription status, billing/reporting, invoice status.
Perform sanity checks on invoices and billing processes to ensure accuracy.
Coordinate with Sales Associates, Client Services, and Legal for new licensing enquiries, data entitlement requests, and contract drafting.
Maintain detailed client account records, including third-party license status.
Execute ongoing commercial tasks such as price increases, unlicensed data access monitoring, and trend analysis on new subscriptions.
Review pending orders bi-weekly and ensure all orders are billed correctly, including multi-year deals and complex agreements.
Drive data cleanup initiatives, ensuring accuracy in customer, subscription, and licensing records to support future strategic initiatives.
Support commercial projects such as process automation, sales workflow improvements, and analytics-driven initiatives.
Assist in coordinating the order fulfillment cycle with DPM, Legal, Finance, and other stakeholders.
Cover pending tasks when Sales Associates are unavailable, ensuring continuity of service.
Monitor account usage and provide insights and reports to Sales Associates to drive client satisfaction and adoption.Assist in coordinating the order fulfillment cycle with DPM, Legal, Finance, and other stakeholders.
Cover pending tasks when Sales Associates are unavailable, ensuring continuity of service.
Critical experiences
Demonstrable experience in scaling sales operations infrastructure for hyper-growth B2B operations
Experience in sales operations/support, managing complex product contracts and data licenses
Previous experience working across a fast-paced matrix organization partnering with cross-functional teams
What We’re Looking For:
1+ Years in Industry: Financial Services preferred
1+ Years in a Specialty/Discipline: Client Services, Sales Support or other similar role
Manages own work with hands-on supervision
Impacts quality, timeliness of results, and client experience of own team and related teams
Developed communication and diplomacy skills to exchange complex information
Uses judgment based on practice and precedence and accurately defines problems by trying to understand underlying factors/causes.
Demonstrable analytical and quantitative problem-solving skills
Ability to communicate complex ideas effectively –verbally, in writing and visually – in English.
Bachelor’s degree in a related field
Well-balanced strategic and operational mindset
Ability to work collaboratively in a team environment
Ability to balance daily duties and larger-scale projects.
Proficient in Excel, PowerPoint, and Dashboard.
Shift Timing: Between 1PM to 11 PM (can be change based on Business requirement: night shift)
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 www.spglobal.com/spdji.
What’s In It For You?
Our Mission:
Advancing Essential Intelligence.
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. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
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
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 spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. 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.
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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: EEO.Compliance@spglobal.com 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.pdf describes 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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