Sales Support Specialist
Core
Execute access requests, manage billing inquiries and invoice restructures, and document client contracts to support sales representatives and improve client service quality.
Role type
Sales Support Specialist
Builds
Client access workflows, billing documentation, and contract execution processes
Domain
Financial services / Sales Operations
Deliverable
client delivery
Required skills
Access request management, billing inquiry investigation, contract documentation, invoice restructuring, strategic project support, IS tool promotion
Preferred skills
Billing/invoicing experience
Technologies
FactSet IS tools
Responsibilities
Execute client access requests, investigate billing and subscription inquiries, manage large invoice restructures, document client contracts, support Revenue Operations projects, promote new features and best practices
Seniority
Individual Contributor, 2+ years experience