Sales Operations Associate

Your team responsibilities

Sales Operations (Americas) provides front line operational support to Americas Coverage Team and other cross-functional teams within MSCI. The team operates during business hours in the US, Canada, and Latin America. The team is involved in the pre-sale and post-sale aspects across all business units primarily related to contract creation and management, product and service activation and deactivation, and deal management and reconciliation thru the firm’s CRM platform, Salesforce. The team is also involved in multiple ad hoc projects covering process and system enhancements, project efficiency, and new product launches testing, among others.

What we offer you

· At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

· Wherever you are located you will find transparent compensation schemes and employee benefits that can help ensure your financial security and health. While they vary by different locations, we offer a broad range of benefits that are part of the value you receive as an MSCI employee.

· Our flexible ways of working will allow you to maximize your potential, and we will empower you with the trust, accountability, and advanced technology to perform at your very best.

· You’ll find a purposeful approach to wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our ‘Here For You’ Employee Assistance Program is available for our employees globally, providing confidential emotional support, financial and legal advice free of charge.

Your 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.

· Partnering 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

Your skills and experience that will help you excel

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

· Experience with Salesforce.com is a plus

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

How we’ll support you

· Our culture of high performance and innovation relies on our people sharing their knowledge and lifting each other up. You’ll be surrounded by a collaborative, global network of talented colleagues who will support and inspire you to do the best work of your career.

· We believe new and challenging experiences drive personal growth and innovation. With the right challenges, encouragement, and development support you can shape your own career experience. Career paths are multi-directional, and we encourage and support internal mobility to help you identify new opportunities to progress and take control of your future.

· As a new joiner you’ll be enrolled on our Global Orientation interactive learning experience to set you up for success.

· Our tailored learning opportunities will enable you to acquire the skills you need at your own pace, choosing between the courses and certifications best suited to you. Our Learning@MSCI platform coupled with access to LinkedIn Learning Pro will provide you with all the resources you need for to accelerate your professional growth.

· At MSCI we act in ways that encourage respect for all voices, ensuring that everyone can be themselves and feel like they are a part of the company. We are intentional about ensuring that everyone is treated fairly and supported with equal opportunities to succeed.

· We have eight MSCI Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

About MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email ***************@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

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