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Sales - Operations Analyst (Remote)

Other Skills

  • Microsoft Excel
  • Success Driven
  • Relationship Building
  • Multitasking
  • Time Management
  • Teamwork
  • Proactivity
  • Organizational Skills
  • Detail Oriented
  • Verbal Communication Skills
  • Social Skills
  • Problem Solving

Roles & Responsibilities

  • Bachelor's degree in finance, business administration, information systems, management, or other relevant area
  • Minimum 2 years prior experience in administrative, customer service, finance, legal or sales support role
  • Highly proficient in Microsoft Office Excel
  • Experience working with Salesforce CRM

Requirements:

  • Research and create sales target lists of potential clients; manage all incoming client inquiries
  • Support a dedicated team of sales representatives and act as the primary point of contact for contract drafting, negotiation, and execution processes
  • Draft sales contracts in accordance with internal policies while evaluating both business and client needs
  • Maintain accurate client data throughout CRM and different systems, ensure pricing and allocations are correct, and document pertinent transaction details

Job description

Position Title: Sales - Operations Analyst (Remote)

Entity: KBRA Analytics, LLC

Employment Type: Full-time

Location: Remote only in CA, CO, DC, FL, IL, MD, NJ, MA, NY, PA, SC, TX, VA

Summary/Overview:

KBRA is looking for an Operations Analyst within its KBRA Analytics’ sales team.  You will work with a dedicated sales team and contribute to business development objectives by managing client inquiries and contracts.  This position is responsible for drafting & tailoring each contract, ensuring that the terms and license parameters meet the needs of the client and sales team while also complying with organizational standards and protocol. This role works closely with many internal stakeholders including Sales, Legal, Finance, and Administration. Successful candidates are detail-oriented and self-motivated, have excellent communication skills, and demonstrate exceptional multitasking ability under tight deadlines. Candidates must have strong organizational skills and be both process- and results-oriented.

Key Job Requirements:

  • Research and create sales target lists of potential clients; Manage all incoming client inquiries
  • Support a dedicated team of sales representatives and act as the primary point of contact for contract drafting, negotiation, and execution processes.
  • Analyze account information, license parameters, and contract terms with extreme attention to detail in order to support the sales team with proposals for pricing and contractual requirements.
  • Draft sales contracts in accordance with internal policies while evaluating both business and client needs.
  • Complete primary review of 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 plus other stakeholders to review complex contracts to define specific deliverables, terms, or other contractual elements related to new sales.
  • Maintain accurate client data throughout CRM and different systems, ensure pricing and allocations are correct, and document pertinent transaction details. Ensure consistency and accuracy for all stages of the sales cycle.
  • Ensure internal and external client queries are fully resolved in a timely fashion with a high level of satisfaction.

Key Skills/Experience:

  • 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.
  • Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.

Salary Range:

The anticipated annual base salary range for this full-time position is $70,000 to $80,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.

Benefits:

  • Competitive benefits and paid time off
  • Paid family and disability leave
  • 401(k) plan, including employer match (100% vested)
  • Educational and professional development financial assistance
  • Employee referral bonus program

About Us:

KBRA Analytics, LLC (KBRA Analytics) is our premier product platform for high quality data and advanced analytics. Our seasoned teams of industry specialists across each product provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users. KBRA Analytics is an affiliate of Kroll Bond Rating Agency, LLC (KBRA). KBRA is a full-service credit rating agency registered in the U.S., designated to provide structured finance ratings in Canada, and with credit rating affiliates registered in the EU and UK.

More Info:

KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.

 

 

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