Associate, Sales Operations

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Your Team's Impact

The Subscription Order Admin team is responsible for ensuring subscription orders are processed correctly. All the company policies and procedures are followed. Assisting the Global Sales Team and our clients with subscription order requests. Troubleshooting questions and issues of subscription orders and related applications

What You'll Do

Order Processing:

• Reviewing Subscription Orders. Requesting vendor approval, when necessary (third party and internal approval depending on products), reviewing orders over $25K (ensuring that an MCLA is on file or the necessary approval is included in the order), reviewing all orders that have had price changes

• All necessary approvals (by third-party vendors, internal approvers, and the exchange and legal teams) are in place to turn on access for our clients. Validation requests are sent to the appropriate approver and correct vendor

• Confirm that client approval is provided when an order is over $25K or pricing has been changed. We also make sure that the orders that are placed follow the necessary documentation process for audits

Validation:

• Receiving necessary product approvals/denials (from internal approvers/third-party vendors). Switching on/ switching off access based on requests from vendors

• Reconciling vendor reporting. Ensuring that only licensed users have access to our data. Removing access for any unlicensed users

RPDs:

• Handle all Subscription Orders RPDs. This involves assigning RPDs to correct SO Support Teams. Determining when an RPD is a bug vs. enhancement within the applications. Determining the severity of RPDs

• Assist with drafting specs (acceptance criteria) for system enhancements, workflows, usability. Work with SO Support Team/Sales to prioritize bugs/enhancements

• Ensure that RPDs are assigned to the correct team. Prioritize RPDs based on clients/sales’ needs, ensure that they are responded to on time

• Determine if clients have access to necessary products. Check that the systems applications follow the correct process based on business rules. Ensure that the logic of the system applications is user friendly and functions in the correct expected manner

Service Order Mailbox:

• Processing daily client requests for access to workstations and products

• Processing client cancelation requests

• Processing ad hoc requests for changes to location, usernames, invoices, etc. Placing orders requested directly by the client ensures clients' requests are turned around on time. This also saves sales time from placing these orders

Products:

• Creation/Editing/Releasing/Retiring of CACCESS Codes and Product Pages. Changing product deployment level/changing from un-orderable to orderable when needed. Ensure that CACCESS Codes and Products can be ordered for clients at the correct price.

• Ensure that products are ordered at the correct deployment level and follow the correct validation process as per our contracts with the vendor. This also allows PD to retire products that should no longer be used.

Projects:

• Assist PD, Sales, and Clients with bulk projects including purchasing/canceling access, changing workstation types & converting to purchase for large amounts of clients/users.

• Also, handling requests to clean up data (retiring old products/turning on access to newly released products. To assist sales/client/PD from spending time placing these orders and deadlines/targets are met.

What We're Looking For

• Bachelor's degree in Finance or Accounting

• Preferably a minimum of 1-2 years of work experience

• Flexible to work in shifts

• Curious, energetic, and highly proactive and always focusing on opportunities arising from situations

• Understanding business rules to make sure that system enhancements take all of the business rules into account

• High attention to detail and ability to work under daily deadlines

• Knowledge of Subscription Orders and related applications would be an added advantage

• Solid written and verbal communication skills are required

• Strong analytical and problem-solving skills

• Ability to organize, prioritize, and handle a high volume of tasks/requests

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.

- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.

- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.

- Career progression planning with dedicated time each month for learning and development.

- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn more about our benefits here. Salary is just one component of our compensation package and is based on several factors, including but not limited to education, work experience, and certifications.

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.