Order Processing Executive

Sales Operations – FTSE Russell also known as ISD Middle Office is a middle office function which supports the Global Sales team in successfully executing the sales process. The Global Sales team comprises of 150+ Salespeople in 13 countries worldwide.  The Global Sales Operations team comprises of 28 members based in London, Buffalo, New York, Taipei, Hong Kong, Colombo, Manila, and Italy. Moreover, The Global Sales Team is the key face of the business, and it is imperative that we provide adequate support for them to provide best possible service and deliver value to our clients. In addition, Sales Operations work closely with other stakeholders across the business including Finance, Credit Control, Legal & Product Development team. The primary scope of the operations is to provide the best possible information and support to the Global Sales team in a timely manner.

Role Responsibilities

• Support Global Sales teams with location of existing terms, invoices etc..
• Opportunity Management - Monitor Salesforce stages and ensure that for the life cycle of the opportunity remains updated.
• Ensure successful completion of the Deal Intake Form and any supplementary documents
• Contract Processing - Reconcile all final contracts with data inputted into Salesforce and work with Global Sales Teams to make any corrections
• Contract Signing and dissemination to clients - Utilise the DocuSign tool to complete signatory, return signed agreements to clients and provide Welcome Form/Client Self-Service logins/
• Full population of new deal in Salesforce - Ensure all Salesforce Objects are full populated; including Account, Contracts, Subscriptions &Commission. Ensure all SpringCM records are updated and folders are accurate.
• Provide refresher training to Global Sales Team on Sales Completion Process as and when vital.
• Management Reporting - Reporting to the Middle Office Senior Manager on key role activities.
• Act as verifications for regional Sales Pipelines and Sales Numbers

Preferred Skills and Experience

• Bachelor’s degree or equivalent qualification in Management, Sales, Marketing
• Applicant should have around 1 -2 years of relevant business experience, preferably in Sales, or Sales Operations.
• Applicant must have experience in using Salesforce.com CRM system
• Must be able to work well within a team and communicate optimally to share their findings with others. Often this means sending detailed emails citing data points and sales results, but also includes presenting to groups of people from time to time and persuading executives when they believe certain issues should be prioritised
• Understanding of the importance of Data and data quality
• A driven self-starter with a can do attitude who can work collaboratively for the greater good of the sales function and the business as a whole
• Collaboration with other departments is key in this role, specifically Sales and Finance
• Strong analytical skills utilising Excel to gain insights to provide strategic recommendations

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

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