Sales Order Specialist

Responsible for the implementation of the entire order to billing process and for providing ongoing order management support for sales and clients. Aligned to a designated client base and is accountable for building relationships with internal and external customers, playing a key role in improving service results. Confirms all client orders are correct for sales and financial reporting and is accountable for adhering to SOX compliance controls and 3rd party guidelines. Manage the entire end to end order life cycle, including order preparation, order monitoring, permissioning and billing/credits/cancellations for new and renewal orders. Obtain information required to process orders (user data, product reference details, installation details, exchange requests, billing dates, sales codes, billing account contacts). Ensure appropriate technical and commercial approvals are in place. Provide research and support for billing disputes, ensuring issues are resolved according to departmental guidelines (which may include Service Level Agreements). Ensure any off-line pricing calculators and/or product-specific checklists are completed. Verify equipments needs, communication requirements and general client needs, making sure to provide time-frames and set client expectations accordingly. Manage backorders with internal partners, escalating all delays where interaction is required. Make sure forecasted install and billing effective dates are accurately uploaded into tracking tool (based on local tools). Implement release of billing for all services and charges. Maintain accurate client site billing & location details, and contact/user records on internal systems. Reconcile out of date Opportunities to orders. Provide timely support and resolution regarding Data and Compliance issues. Process order adjustments, applying appropriate commercial policies and guidelines. Establish key client and sales relationships in order to facilitate improved administration and customer satisfaction. Assist in annual renewals processing, including analyzing pricing, reviewing amendments and invoicing. Manage and resolve external & internal queries relating to quote/order status, billing, client account information/permissioning, and compliance issues. Lead ad hoc initiatives with relevant groups, ensuring customer requests are successfully implemented. Complete UAT testing and regression testing. Spot trends and make recommendations for enhancing systems and procedures. May review Free Trial expiration notices with account teams.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

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If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.