Client & Sales Support Analyst

JOB PURPOSE

Client & Sales Support Group (CSSG) Analyst is a newly formed organisation that will act as an extension of the ICE Data Services account management teams. The CSSG Analyst will work closely with account managers and relationship teams to deliver on day to day client deliverables that are critical to providing a high level of service to our clients. The CSSG Analyst will continually refine processes and tasks so as to achieve maximum efficiency and consistency in client delivery.

Key Responsibilities

• Contract Execution: Execution of contracts: including arranging counter-signature, scan to Sales Force (SF) and return executed copy to client.

• Historical contract look-up - assists with locating copies of historical contracts, upload to SF where prudent.

• Implementations - process contracts & Implementations through to billing produce monthly spreadsheet detailing invoiced amounts per Implementation and ensuring bills are implemented correctly.

• Billing Queries: Assist with billing queries - research to ensure account is billing correctly, review contract, usage reports and invoices. Liaise with Account Manager (AM) to resolution.

• CRM activities - Assist Account Management with general administration tasks - this may take the form of completing speadsheets, editing SF, setting up new accounts in SF, producing reports

• Resolution of billing queries - Assist with billing queries - research to ensure account is billing correctly, review contract, usage reports & invoices. Liaise with Account Management to resolution.

• Coordinate and prepare customer RFP's, RFI's & Due Diligence reports - Assist Sales / AM to allocate questions. Work with available resource / departments within the company to collate and responses for these documents, usually to very tight deadlines. Ensure the final document is delivered on time & presented in a professional manner.

• Implementations related to Account Retention - Migrations, Downgrades, File Changes, new services - Prepare & submit Implementations for Migrations, Downgrades, Terminations, Adjustments and file changes.

• Order Requests - submit Desktop OR's via SF, these can be requests to add or remove services from client data feeds

• Billing Orders - complete & submit billing order forms via SF. This involves transferring billing information from Implementation Forms onto the billing order; this order becomes the billing instruction and is submitted to the billing team who then issue the client invoice.

  Job Qualifications

• Good experience of working in the financial services industry

• Experience of client service and operational efficiency

• Knowledge of financials and billing environments.