Sales Order Specialist - Manager

Grade Level (for internal use):

In this role, you will collaborate with multiple teams including Sales, Legal, Finance, Customer Service, and other cross-functional stakeholders. You will play a key role in ensuring smooth execution of the order-to-cash cycle, supporting revenue operations, and maintaining operational excellence across all engagements and deliverables.

As a Senior Team Lead Order Management, your primary focus will be on enhancing operational efficiency and supporting the commercial organization by managing the end-to-end order lifecycle. You will reduce administrative burdens on Sales teams, ensure accurate and timely order processing, and act as a liaison between internal teams and clients to resolve order-related issues and facilitate complex transactions.

This role is critical in supporting Sales Associates and Client Coverage throughout the sales cycle. You will handle new sales order requests, amendments, cancellations, and ensure accurate documentation and billing. Your work will directly impact client satisfaction, revenue recognition, and compliance with internal policies.

• Manage day-to-day operations for existing accounts, ensuring accurate order processing and client support
• Drive customer satisfaction through timely and efficient order fulfillment
• Ensure timely execution of renewals and amendments
• Collaborate with Legal, Finance, and Data Product Management (DPM) for seamless order fulfillment

• Process new orders, trials, cancellations for Data, IP, and Custom products at sales order level
• Respond to client queries regarding subscriptions, billing, and invoice status
• Perform sanity checks on invoices and billing data
• Coordinate with Sales, Client Services, and clients on licensing inquiries and data entitlements
• Draft agreements and support pending tasks during OM Associate absences
• Support commercial tasks such as price increases and unlicensed data access reviews
• Review Pending Book bi-weekly to ensure timely billing and compliance with business expectations

• Experience in scaling order management operations for B2B environments
• Proven track record in managing complex contracts and data licenses
• Experience working in a fast-paced, matrixed organization with cross-functional collaboration

• 5+ years of experience in Financial Services or a related industry
• Proven background in Order Management, Client Services, or Sales Support
• Lead teams and managed tasks independently with minimal supervision
• Strong influence on quality, timeliness, and client experience across operational functions
• Excellent communication, negotiation, and diplomacy skills
• Advanced analytical and problem-solving capabilities
• Proficiency in English (verbal, written, and visual communication)
• Bachelors degree in a relevant field; Masters degree is a plus
• Well-balanced strategic and operational mindset
• Strong collaboration and leadership skills, with the ability to manage multiple priorities effectively
• Shift Timing: Between 2 PM to 11 PM (subject to change based on business requirements; may include night shifts)