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
Sales Operations provides back-end support services aimed at providing the most up-to-date and accurate client/prospect information for use by Sales, Marketing and Consulting teams. The team leverages various databases to research and update Company and Individual information to ensure data in our CRM system is valuable to internal stakeholders. The Sales Operations team in India and the Sales Business Analysis team in the U.S. work hand in hand to plan and execute data maintenance efforts.
What You'll Do
- Process Daily Subscription Orders
- Enforce product prerequisites and follow up with submitter/sales if necessary
- Enforce pricing policies and follow up with submitter/sales if necessary
- Check all comments in orders prior to processing in order to determine the proper course of action
- Examine orders to ensure they are entered correctly
- Confirm Information on product pages looks correct (i.e. typo in names, correct approvers listed, etc..) and follow up/file RPDs if necessary
- Receive vendor approvals and ensure orders are correctly processed
- Handle Permissioning/depermissioning requests received directly from vendors
- Ensure the trial end dates on orders match the dates on the approval
- Correctly decline orders
- Follow up with vendors on orders awaiting approval
- Be a contact person for our global sales team
- Be available during your shift coverage to screenshare to help troubleshoot
- Be prepared to take IM or phone conversations
- Handle Basic Requests in Service Order Mailbox
- Handle Purchase and Cancel Workstation orders that come into the mailbox starting with any urgent requests and ones that have been assigned
- Frequently reference SOM documents created for each client to ensure proper order placement
- Reply directly to clients and sales when orders have been completed
- Handle Basic RPDs and emails
- Pushing orders through to activate sooner
- Reactivating/Deactivating Usernames
- Placing orders for Internal accounts
- Entering one off orders for sales
- Filing bugs with orders and validation
Assist with Single Location Bulk Projects- Specifically Academic Clients
- One off Projects
What We're Looking For
- Master’s degree preferably in Commerce, Business, or Finance
- Strong analytical, problem-solving skills
- Quick learner; ability to work independently
- Attention to detail
- Interest in learning new concepts and technologies
- Understanding of financial markets
- Experience with and knowledge of Microsoft Excel, logic/coding an advantage
- Good command of the English language – written and oral
- Job Location: Hyderabad
- Flexible to work in 4 PM - 1 AM (IST) shift
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.
Company Overview
Learn more about our benefits here.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.
