KBRA Holdings LLC is looking for a Sales - Operations Analyst to join our KBRA Analytics sales team. In this role, you will partner with dedicated sales representatives to drive business development by expertly managing client inquiries and the end-to-end contract process. You will ensure agreements meet client needs while adhering to our organizational standards.
What You'll Do
- Research and create sales target lists of potential clients.
- Manage all incoming client inquiries.
- Support a dedicated team of sales representatives as the primary point of contact for contract drafting, negotiation, and execution.
- Analyze account information, license parameters, and contract terms with extreme attention to detail to support the sales team with proposals.
- Draft sales contracts in accordance with internal policies while evaluating both business and client needs.
- Complete primary review 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, and other stakeholders to review complex contracts for new sales.
- Maintain accurate client data throughout CRM and different systems, ensure pricing and allocations are correct, and document transaction details.
- Ensure internal and external client queries are fully resolved in a timely fashion with a high level of satisfaction.
What We're Looking For
- 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 Have
- Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.
Technical Stack
- Microsoft Office Excel
- Salesforce CRM
Team & Environment
Works within KBRA Analytics' sales team, supporting a dedicated team of sales representatives.
Benefits & Compensation
- Salary range: $70,000 to $80,000
Work Mode
This is a hybrid role based in New York, NY. Remote work is available only for candidates residing in CA, CO, DC, FL, IL, MD, NJ, MA, NY, PA, SC, TX, VA.
KBRA Holdings LLC is an equal opportunity employer.
