Sales Operations Associate

hace 3 semanas

San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

At Moody's, we're looking for a highly skilled Sales Operations Associate to join our team.

The ideal candidate will be responsible for providing internal and customer-facing support related to customer information, revenue recognition, regulations, projects, and other supporting operations functions.

This role requires strong problem-solving skills, excellent communication skills, and the ability to work under tight deadlines.

Responsibilities:

  • Monitor mandates beginning at handover through to billing, provide customer support that improves the customer experience and ensures the Sales teams can focus on relevant customer-related activities.
  • Minimize Unbilled and Accounts Receivable, as well as deals in LOB pipeline, Unbilled and Accounts Receivable. Work with Sales teams, GMO, Pricing, Billing and Collections to determine root causes and corrective actions for aged LOB.
  • Provide customer support by entering invoice requests and handling inquiries regarding billing and other invoicing issues.
  • Prepare drafts of standard meeting materials and packages, including presentations, marketing collateral, published reports and background notes.
  • Work with Legal to address customer requirements for post hand-over deal related documentation.
  • Enter, review, and maintain key defined customer data and information In Salesforce to improve the Sales teams engagement with customers.
  • Identify, recommend, and work on implementation of opportunities to improve the MIS commercial processes and Salesforce data quality to improve the issuer experience.
  • Build and maintain excellent relationships within various internal collaborators, including RM, Legal, Pricing, GMO, Billing and Collections.
  • Participate in projects as assigned.
  • Will be responsible for generating reports and providing support to the Relationship management team on data gathering, data entry, and data clean-up related tasks.

Qualifications:

  • Minimum of Undergraduate / First Level degree preferably in finance, accounting, business, or economics.
  • Good knowledge of capital markets within the North America region.
  • Problem-solving, ability to be presented with issues/problems and be able to resolve and suggest solutions, and to raise where appropriate.
  • Strong written and verbal communication skills.
  • Excellent attention to detail.
  • Ability to understand ratings, legal and compliance matters.
  • Ability to work under tight deadlines.
  • Good interpersonal skills and the ability to build strong professional relationships at all levels.
  • Highly organized and efficient, with ability to multi-task.
  • Ability to report and work in multi-cultural team spread in various locations.
  • Proactiveness and ability to work on own initiative, without the need for close supervision.
  • Relevant work experience in finance services industry is advantageous.
  • Fluency in spoken and written English is essential.

We are an equal opportunity employer and welcome applications from diverse candidates. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet.

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