About this opportunity
The Role
As an Associate, Order Management (Billing Specialist), you will be responsible for processing new customer contracts/subscriptions, renewal contracts/subscriptions, and revisions on existing contracts/subscriptions for proper terms, contract pricing, invoicing, and correct sales policies. You will also process all customer contact revisions as requested by Sales and Finance, including all escalations to Sales, Finance, Client Services, or Credit & Collections via telephone or written communication via SFDC. This position is also responsible for ensuring accurate recording of billing for S&P Dow Jones Indices (SPDJI). You are also expected to assist in troubleshooting all internal/external customer queries on invoices.
The Grade: 7
The Team / The Business
The Associate will be collaborating with a global team to provide world-class support to clients of S&P Dow Jones Indices.
The Impact
You will be able to contribute to the team and company in a meaningful way. You will be integrated into a group with high expectations and can expect to have a meaningful impact on the whole S&P Organization.
What's In It For You
- This will be a pioneer team for the S&P Dow Jones Indices in India
- Very good opportunity for career growth and very good working environment
Responsibilities
- Responsible for ensuring all Sales Orders are accurately following SPDJI Sales Guidelines
- Completes Invoicing in home-based system PIMS – (Product Information Management System
- Through review and processing of AUM (Assets Under Management) within macro built templates
- Process renewals per SPDJI policies and provide clear communication to the Sales/Finance Team
- Understanding of basis points and an Index held within S&P Dow Jones
- Follow up with clients for quarterly reporting of Assets Under Management
- Communicate across departments to ensure on-time invoicing and accurate billing
- Generate and provide metrics requested by SPDJI
- Ability to work independently and confidently respond to sales/finance
- Generate and manage ongoing spreadsheets/templates for the lifecycle of an agreement between AUM and SPDJI
- Responsible for accurate calculations of reporting provided by clients via sales agreements
- Ability to review agreements/contracts and have a full understanding of processes required to successfully invoice clients
- Due to work shifts, follow natural alignment to regional Sales Teams & create a good working relationship w Sales Teams, finance & corporate
- Maintain flexibility and clear line of communication to/from management
- Understand when to question and escalate to avoid inaccuracy
- Work across SPDJI organization to resolve any client issues in a timely manner regarding invoicing
- Responsible for adhering to all audit requirements throughout the year
- All work is accepted via Cases in SFDC, document all communication around orders via SFDC
- Complete various assignments as required and/or assigned
Requirements
- Bachelor’s degree in any field (Finance/Accounting-related course is preferred but not required)
- Excellent oral and written communication skills.
- 1 – 2 years of related work experience or related degree.
- Customer service experience or working in fast-paced environment with Sales Organization
- Work overtime as needed during the month-end close.
- Flexible schedule to meet important deadlines.
- Occasional travel may be required
- Occasional work on Manila Holidays may be required
- Intermediate knowledge in Excel is highly preferred.
- Strong organizational skills and ability to prioritize.
- Integrity, honesty, a positive attitude, strong attention to detail, and a desire to learn independently are all essential.
- Must be willing to work in shifting schedule (Night Shift is the primary shift.)
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, color, 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.