• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Moody's
  • 17 Nov 17

Operations Analyst

Location: New York, NY, USA


The Operations Analyst (OA) manages critical stages in the sales cycle to ensure compliance with organizational standards and protocol. As part of the global Sales Operations & Strategy group, OAs contribute to business development objectives by driving the contract process, order capture, fulfillment, and renewal management. An average OA is responsible for drafting, managing, and ensuring compliance for over 300 contracts per year totaling $20 million. This role works closely with many internal stakeholders including Sales, Legal, Finance, and Administration. Successful OAs are detail-oriented and organized, with exceptional communication skills and the ability to effectively manage competing priorities under tight deadlines. Candidates must have excellent judgment and problem-solving abilities.

Key Responsibilities:

• Draft sales contracts in accordance with corporate guidelines while also evaluating commercial considerations and client requirements. Exercise judgment throughout the contract drafting & negotiation process to escalate potential issues as necessary and ensure compliance with SOX controls.

• Independently analyze existing clients' contracts, services, and usage to recommend optimal licensing and/or pricing strategies and capitalize on incremental revenue opportunities. Provide account and growth analysis for renewals to sales and sales managers on a monthly basis.

• Initiate and direct the renewal management process for existing clients. Analyze account and contract terms with extreme attention to detail in order to determine renewal pricing and notification requirements. Manage renewal pipeline to maintain updated and accurate forecast for senior management. Incorporate upgrades or changes from Sales and/or clients into renewal documents as applicable. Identify terms and conditions that may be outdated or need to be amended.

• Collaborate proactively with multiple stakeholders (Sales, Legal, Services, Finance) to define specific deliverables, terms, or other contractual elements related to new sales. Independently identify issues that may delay the successful close of a sale.

• Review and validate all signed contracts and, after confirming compliance with corporate and departmental guidelines, submit sales for processing by invoicing and reporting teams. Manage any subsequent changes or adjustments requested by Sales or Client and use discretion in determining course of action.

• Ensure timely and accurate fulfillment by setting up access to web-based services and/or directing appropriate fulfillment team(s) to grant permissions. Supervise all fulfillment activities to ensure compliance with contract requirements and coordinate with client to confirm access and/or troubleshoot issues.

• Develop and maintain reports, dashboards, and/or other analysis for sales and management team. Maintain accurate client data in CRM (Salesforce) and conduct regular audits through review of exception reporting.

• Resolve internal and external client issues or inquiries related to invoicing, permissioning, sales credit recognition, and contract changes. Coordinate with Finance, Collections, Sales Administration and Client Services as needed to ensure client queries are resolved completely and promptly.

• Recommend improvements where possible to drive greater efficiency, transparency, or accuracy.

Department/Team: Global Sales Operations Team

Qualifications: • Bachelor's degree required. Finance, Legal, or Economics specialization preferred• Prior experience working in sales/sales support, contract administration, finance/accounting, or related role • Proficiency with Salesforce.com, SQL, or other CRM strongly preferred• Fluency in a second language would be advantageous• Excellent written and verbal communication skills, including presentations• Ability to work independently with minimal oversight while exercising excellent judgment • Detail-oriented, with ability to multi-task in a fast-paced, deadline-driven team environment• Highly proficient in Microsoft Word, PowerPoint, and Excel (including use of pivot tables and formulas)

Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management. The Corporation, which reported revenue of $3.3 billion in 2014, employs approximately 9,900 people worldwide and maintains a presence in 33 countries. Further information is available at www.moodys.com .

Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation or any other characteristic protected by law. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance and, for all other applicants, qualified applicants with criminal histories will be considered for employment consistent with the requirements of applicable law.

MIS and MSS Candidates are asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.