Role Title :
Senior Associate - ISD Sales Operations Middle Office Sales Completion
Career Framework Job Family
The role sits within the Sales and relationship management Job family within ISD under the Sales Enablement function.
The role reports to the Manager ISD Sales Operations Middle Office Sales Completion
Department and Wider Business
Information Services Division provides financial markets fast, reliable and accurate information across many different service lines, FTSE, Russell, Yieldbook, Mergent, Realtime, RNS and Sedol.
A Global Sales team is responsible for selling these products to Clients.
The Sales Operation Middle Office is a division within the Sales organisation that is responsible for managing the efficiency and effectiveness of the sales process through the entire sales cycle.
The Middle Office supports the sales team by creating, evaluating, and optimising data sets and sales applications, and providing the right management information to run the business.
The Objective of the Sales Operations Middle office include :
An increase in sales effectiveness
Ability to maintain order during times of rapid company growth
A means to process and evaluate data effectively
A sustainable infrastructure in which sales can grow
Key Areas of Responsibility
This role has a number of key areas of responsibility :
Proposal Support - 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.
Deal Intake Form Support - Support Global Sales Team in best practice 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 correct.
Training Provide refresher training to Global Sales Team on Sales Completion Process as and when necessary.
Management Reporting - Reporting to the Middle Office Senior Manager on key role activities.
Act as verifications for regional Sales Pipelines and Sales Numbers
Skills, Training and Education
A bachelor’s degree is required for this role.
Applicant should have around five years of relevant business experience, preferably in sales, or Sales Operations.
Managerial experience would be preferable
Applicant must have experience in using Salesforce.com CRM system
Experience of using Oracle would be preferable
Applicant must be able to work well within a team and communicate effectively to share their findings with others. Often this means sending thorough 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
Applicant must be 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
People are at the heart of what we do and drive the success of our business. Our colleagues thrive personally and professionally through our shared values of Integrity, Partnership, Innovation and Excellence are at the core of our culture.
We embrace diversity and actively seek to attract people with unique backgrounds and perspectives. We are always looking at ways to become more agile so we meet the needs of our teams and customers.
We believe that an inclusive collaborative workplace is pivotal to our success and supports the potential and growth of all colleagues at LSEG.
A career with London Stock Exchange Group offers you the opportunity to be at the centre of the financial community. As well as competitive salaries and a range of attractive benefits, we maximise each employee’s potential through personal development plans, training, coaching and mentoring.