Associate CRM Support null

The Team:

The Analyst, Sales Operations takes ownership of all the regular reporting across the sales and client services organization. This involves streamlining existing reports and creating new reports to drive greater efficiency through the organization.

The Impact:

The Analyst understands the key performance indicators of a high performing sales organization and supports the sales and client services leadership in providing reports to drive and improve their workflow. The Analyst is an expert on all the various systems employed by our Sales Operations and client-facing staff. In addition to data analysis and report building, communication, decision making, teamwork, creativity and innovation are all required qualities to perform well in this position.

What’s in it for you:

In this role, you will embed yourself with the commercial team and help them to resolve their data and technical issues. You are the go-to person in commercial operations for any salesforce/CRM questions. You will often independently identify issues, problem solves, and with enthusiasm drive solutions - people come to you when they have a tough problem and don’t know how to solve it.

Responsibilities:

• Provide Salesforce application support to the commercial organization via the CRM Help case queue which includes bulk data uploads, technical error resolutions and help with processes/training.
• Assign incoming leads to appropriate Sales Representatives using pre-defined territory and rules.
• Monitor ageing cases and escalate as necessary based on predefined guidelines. Work with stakeholders to complete data clean-ups on a timely basis.
• Manage, organize, clean up (LEAN) and improve all existing reports significant to the sales organization.
• Perform and understand data pulls and analyses from various sources. (Salesforce.com, Product Database, etc.)
• Answer reporting, data and workflow questions from stakeholders. Communicate the significance of reports with an understanding of what drives success at S&P Global.

What We’re Looking For:

• Ability to quickly absorb new information regarding clients/projects/processes and tools.
• Good interpersonal and communication skills.
• Ability to work well with all levels of management, staff, other team members
• Advanced multi-tasking skills.
• Ability to independently solve problems and make recommendations.
• Excellent follow-up skills.
• Excellent customer service skills
• Good analytics and problem-solving skills
• The ability to prioritize and manage tasks
• Strong oral and written communication skills. Must have the ability to present or discuss analysis with stakeholders of all levels.

Basic Qualifications:

• Bachelor’s degree in any field.
• Minimum of 1-2 years in any Internal/External client support process.
• Above-average reading, writing and interpersonal skills.
• Critical thinking, decision-making and troubleshooting skills are essential.
• Must have intermediate MS Excel knowledge.

Preferred Qualifications:

• 1-2 years working in sales operations, financial analytics environment with experience in reporting with and administering Salesforce.com (or similar CRM tool)
• Experience in B2B sales is a plus. Demonstrated knowledge of what drives success within a Sales organization.
• Preferably with experience of creating unique reports, without assistance, that is consistently accepted across stakeholders.

About S&P Dow Jones Indices:

S&P Dow Jones Indices is a joint venture of S&P Global the controlling member, and CME Group Inc.

S&P Global provides essential intelligence for individuals, companies, and governments to make decisions with confidence.

S&P Dow Jones Indices intends to bring independent, transparent and cost-effective solutions to the global investment community and be at the forefront of index change and innovation.

S&P Global is an equal opportunity employer committed to making all employment decisions without regard to race/ethnicity, gender, pregnancy, gender identity or expression, colour, creed, religion, national origin, age, disability, marital status (including domestic partnerships and civil unions), sexual orientation, military veteran status, unemployment status, or other legally protected categories, subject to applicable law.

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.  

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, colour, 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.