About the Role: Grade Level (for internal use): 10 The Team: iProspectus focuses on the document setup and workflow for Bidcomp and Munis teams, ensuring smooth electronic delivery of US Municipal Bonds. It helps structure deal documents, coordinate competitive underwriter invitations, manage the bidding and selection process, and issue calendars for competitive deals. Regular updates are also cascaded to the market via Bond Buyer postings, enhancing transparency and efficiency. Responsibilities and Impact: Responsibilities: Monitor all client inbound requests via case management email and telephony hotlines, addressing deals and support requests in coordination with the global support team (US and Hyderabad). Process Prospectus documents for distribution and posting on the document dissemination platform; serve as a direct conduit for municipal and corporate clientele across all facets of client service and application support. Host client meetings for training, product demos, and transactional support. Produce scheduled and ad-hoc report deliverables in a timely and accurate manner. Troubleshoot client issues to pinpoint root cause and remediation steps. Partner with Product Build teams to prioritize, track, and resolve production issues to minimize client interruptions. Partner with Product Specialists to share client feedback. Partner with Professional Services for client onboarding, ensuring appropriate training and user access. Keep abreast of market and regulatory changes impacting service activities, adapting team policies/procedures as needed. Cross-train with global counterparts to ensure depth of application knowledge and client coverage. Lead and motivate the team to generate new ideas and create efficiencies. Create weekly dashboards to review and track progress on team metrics. Provide in-depth analysis to management regarding internal/external SLA shortfalls, along with proposed remediation plans. Serve as a primary point of contact for assigned clients, handling day-to-day account reviews and urgent escalations professionally and promptly. Provide subject matter expertise on client and team inquiries regarding statutes, tax authority guidance, and industry best practices. Maintain operational processes, assist with creating SOPs, UAT testing, and implement quality control reviews of operational BAU activities. Build relationships with key internal and external clients. Impact: Through delivering a positive overall client experience this role will create opportunity for other collaborative products and play a key factor in revenue retention and growth. Help build strong relationships for our clients with all possible bond issuers/financial advisors/underwriters across the region. Identify potential risks and roadblocks early in the process for our clients, allowing them to take steps to mitigate these issues.
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Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees