Sales - Operations Analyst (NY / Remote)
About The Position
KBRA is looking for an Operation Analyst within its KBRA Analytics’ sales team. You will work with a dedicated sales team and contribute to business development objectives by managing client inquiries and contracts. This position is responsible for drafting & tailoring each contract, ensuring that the terms and license parameters meet the needs of the client and sales team while also complying with organizational standards and protocol. This role works closely with many internal stakeholders including Sales, Legal, Finance, and Administration. Successful candidates are detail-oriented and self-motivated, have excellent communication skills, and demonstrate exceptional multitasking ability under tight deadlines. Candidates must have strong organizational skills and be both process- and results-oriented.
Requirements
- Bachelor’s degree in finance, business administration, information systems, management, or other relevant area.
- Minimum 2 years prior experience working in an administrative, customer service, finance, legal or sales support role
- Highly proficient in Microsoft Office Excel.
- Experience working with Salesforce CRM is required.
- Highly organized, with the ability to multitask and prioritize in a fast-paced, deadline-driven environment
- Extremely detail-oriented
- Strong teamwork and customer service orientation. Highly responsive and proactive in issue identification, communication, and managing expectations.
- Highly motivated and results-driven
- Excellent verbal and written communication and interpersonal skills; ability to build relationships.
- Demonstrates good judgment in problem-solving and issue escalation.
Nice To Haves
- Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.
Responsibilities
- Research and create sales target lists of potential clients
- Manage all incoming client inquiries
- Support a dedicated team of sales representatives and act as the primary point of contact for contract drafting, negotiation, and execution processes.
- Analyze account information, license parameters, and contract terms with extreme attention to detail in order to support the sales team with proposals for pricing and contractual requirements.
- Draft sales contracts in accordance with internal policies while evaluating both business and client needs.
- Complete primary review of and validate all executed contracts, confirming compliance with internal policies and best practices. Ensure all information required for order submission is documented and accurate. Facilitate any subsequent changes or adjustments requested.
- Lead collaboration with Finance, Legal, Billing plus other stakeholders to review complex contracts to define specific deliverables, terms, or other contractual elements related to new sales.
- Maintain accurate client data throughout CRM and different systems, ensure pricing and allocations are correct, and document pertinent transaction details. Ensure consistency and accuracy for all stages of the sales cycle.
- Ensure internal and external client queries are fully resolved in a timely fashion with a high level of satisfaction.
Benefits
- A hybrid work schedule – Tuesdays, Wednesdays, and Thursdays in the office
- Competitive benefits and paid time off
- Paid family and disability leave
- 401(k) plan, including employer match (100% vested)
- Educational and professional development financial assistance
- Employee referral bonus program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
