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KBRA · 1 day ago

Sales - Operations Analyst (NY / Remote)

United States

Full-time

Remote

Entry, Mid Level

$70K/yr - $80K/yr

2+ years exp

KBRA is looking for an Operations Analyst within its KBRA Analytics' sales team. This role involves managing client inquiries and contracts, drafting and tailoring contracts, and collaborating with various internal stakeholders to meet business development objectives.

ConsultingCreditFinanceFinancial Services

Growth Opportunities

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

Qualification

Salesforce CRMMicrosoft Office ExcelContract draftingDetail-orientedCustomer serviceGenerative AI toolsTeamworkCommunication skills

Required

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

Preferred

Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus

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

Company

KBRA

Glassdoor4.4

Kroll Bond Rating Agency (KBRA) was founded in 2010 to restore trust in credit ratings by introducing higher standards of risk assessment and a commitment to transparency.

Founded in 2010

New York, New York, USA

501-1000 employees