Application Associate, CRM | Salesforce  

Responsibilities:

• Provide Salesforce application support to the commercial organization via the CRM Help case queue which includes bulk data uploads, technical error resolutions and help with processes/training.
• Assign incoming leads to Sales Representatives using pre-defined territory and rules.
• Monitor ageing cases and escalate as necessary based on predefined guidelines.
• Manage, organize, clean up (LEAN) and improve all existing reports significant to the sales organization.
• Perform and understand data pulls and analysis from various sources. (Salesforce.com, Product Database, etc.)
• Answer reporting, data and workflow questions from stakeholders. Communicate the significance of reports with an understanding of what drives success at S&P Global.

What We’re Looking For:

• Ability to quickly absorb new information regarding clients/projects/processes and tools.
• Good interpersonal skills.
• Ability to work well with all levels of management, staff, other team members
• Advanced multi-tasking skills.
• Ability to independently solve problems and make recommendations.
• Excellent follow-up skills.
• Excellent customer service skills
• Good analytics and problem-solving skills
• Good attention to detail.
• Strong oral and written communication skills. Must have an ability to present or discuss an analysis with stakeholders of all levels.

Basic Qualifications:

• Bachelor’s degree in any field.
• Minimum of 1-2 years of in any Internal/External client support process.
• Above-average reading, writing and interpersonal skills.
• Critical-thinking, decision-making and troubleshooting skills are essential.
• Must have intermediate MS Excel knowledge.
• Must be willing to work in a quarterly rotating schedule.

Preferred Qualifications:

• 1-2 years working in sales operations, financial analytics environment with experience in reporting with and administering Salesforce.com (or similar CRM tool)
• Demonstrated knowledge of what drives success within a Sales organization.
• Preferably with experience of User support and user training experience, without assistance, that are consistently accepted across stakeholders.