Job closed
Job description / Role
This position is responsible for supporting the Account / Business Directors in developing and maintaining ongoing client relationships with large & strategic clients in order to achieve client and revenue retention targets. The role will cover admin and internal systems related tasks, serving as an interface between clients and TR along with Account / Business Director.
It will involve providing expertise to customers on all admin related matters with the goal of improving customer satisfaction whilst ensuring the company's objectives are met.
Responsibilities
Account Management
• Establish key client and sales relationships along with Account / Business Director in order to facilitate improved administration and customer satisfaction.
• 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. Ensure all client positions are correct for sales and financial reporting.
• Supports the creation and helps monitor implementation of Account Plans.
• Involvement in contract negotiations and renewals when needed.
• Meets designated objectives in order to drive revenue, increase retention rates, and improve customer satisfaction
Admin and Support
• Supports the entire end to end order life cycle, including order preparation, order monitoring.
• Supports the Account Manager in opportunity management in TRUST, for example, make sure forecasted install and billing effective dates are accurately uploaded into TRUST.
• Obtains information required to process orders (user data, product reference details, installation details, exchange requests, billing dates, sales codes, billing account contacts).
• Manage the ‘pending book’ calls with internal partners, escalating all delays where facilitating any interaction required.
• Maintain accurate client site billing & location details, and user records on internal systems.
• Provide timely support and resolution regarding Data and Compliance issues.
• Review Free Trial expiration notices.
• Process Datafeed Access Declaration (DAD) adjustments, applying appropriate commercial policies and guidelines.
Requirements
• Proficiency with Microsoft Office products.
• Proven experience working independently, demonstrating problem solving skills, work prioritisation and escalation skills.
• Strong knowledge of Thomson Reuters’ order management, entitlement, billing and reporting systems processes and business policies.
• Flexibility and an appreciation of a fast-moving multi-national & diverse work environment.
• Handle complex project initiatives and effectively lead meetings.
• Exceptional customer service skills.
• Proven ability to build successful relationships with internal and external clients.
• Understanding of Thomson Reuters products.
• Detail oriented with good analytical skills.
• Ability to communicate professionally at all levels and work in a team.
• Understanding of compliance with company practices and methods of working.
• English language plus other languages required according to local business requirements.
About the Company
Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. We provide leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community - driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. We are new market pioneers with 167 years of confidence. Breaking new barriers. Enabling more responsible, transparent and connected financial markets. We redefine what data can do. Through an open ecosystem, a high-performance culture, analytics, insights and technology.
Be the breakthrough, activate your future and shape ours.