Associate, Transaction Management Representative
Core
Support sales implementation processes including order execution, accurate billing, and system entry to ensure revenue realization in global capital markets.
Role type
Associate Transaction Management Representative
Builds
Sales fulfillment processes and standardized customer service for existing accounts
Domain
Capital markets / Ratings
Required skills
High-volume workflow management, Microsoft Excel (formulas, macros, pivot tables), English (fluent), Data accuracy, Regulatory compliance, Cross-functional collaboration
Preferred skills
Salesforce.com, Capital markets knowledge, Hebrew (professional working proficiency)
Technologies
Microsoft Excel, Salesforce.com
Responsibilities
Support sales implementation processes including order execution and billing, Collaborate with Business Developers and Relationship Managers to own the sales pipeline, Act as a bridge between Sales and internal functions (data, IT, finance, product), Maintain knowledge of pricing strategies and approval guidelines, Ensure adherence to regulations and company policies
Seniority
Associate (1-2 years experience)