Planning and Operations Specialist
Core
Support the Usage Governance team by managing revenue-generating programs, analyzing performance, and maintaining data accuracy across global sales and usage initiatives.
Role type
Senior Associate Planning and Operations Specialist
Builds
Revenue-generating programs and usage governance processes
Domain
Financial markets infrastructure and data
Deliverable
dashboards & analysis
Required skills
PowerBI, Salesforce Reporting, SQL, Snowflake, Advanced Excel with macros, Process mapping, Data analysis
Preferred skills
Tableau, Refinitiv/LSEG data systems knowledge, Financial industry knowledge
Responsibilities
Process usage program tasks through tools meeting strict deadlines; Manage back-office processes in Salesforce including opportunity lifecycle; Create reports on revenue achievements and losses; Analyze data by Region/Product/Market to identify concerns; Ensure data accuracy and correct inconsistencies; Maintain and update program policies and guidelines; Monitor and manage Salesforce opportunities and support onboarding.
Seniority
Senior Associate
