Responsible for assisting, the Head of the Index Client Experience team, in tasks that supports the overall client experience. In this role, you will have daily tasks assigned as well as project related tasks both individually, and (potentially) as a team, requiring daily and periodic progress reporting. You will be responsible for updating the various stakeholders on project related tasks, as well as logging in and checking across the teams to ensure proper tracking of project. The role will in... more details
Responsible for assisting, the Head of the Index Client Experience team, in tasks that supports the overall client experience. In this role, you will have daily tasks assigned as well as project related tasks both individually, and (potentially) as a team, requiring daily and periodic progress reporting. You will be responsible for updating the various stakeholders on project related tasks, as well as logging in and checking across the teams to ensure proper tracking of project. The role will involve assist in centralizing all client communication across internal teams.
- Responsible for the audit of users who are accessing Nasdaq index data on various platforms.
- Helping the team with the audit and inventory mapping of the internal licensing database as the team migrates to a new system.
- Assisting the group with adding/updating/editing Salesforce Activity.
- Supporting the rollout of a Salesforce contact management project.
- Crafting and maintaining an automated process (more streamline) of client communication across the internal teams, allowing this information to provide client updates to the larger Index Team.
- Assisting with the preparation and maintenance of the Client Profiles for internal and external purposes.
- Handles the Voice of the Client process in Salesforce by working with each respective Strategic Relationship Managers to ensure all information is up to date.
- Collaborating with the team on the Index Surveys sent to our clients.
- Helping with upcoming client events/activities across the teams (set up a look ahead calendar).
- Provides support of the partner indexes as it pertains to the client experience.
Must demonstrate skills/experiences in the following:
- The ability to learn and support sales documentation, make sales process improvements, contract research, and update the various team members.
- The skillset to support the overall contracting process.
- Communication – internal through email.
- Time management: Ability to manage day-to-day tasks and multiple projects at once.
- Problem solving in a faced-paced environment.
- Understand prospects/client’s needs and provide adequate solutions.
- Knowledge and efficient in Microsoft Product Suite (Excel & PowerPoint).
Preferred, but not required skills/experience in the following:
- Previous experience with a Client Success/Customer Service/Sales Support role.
- Experience with a CRM Tools (Salesforce.com).
- Experience with BI Reporting Tools (Microsoft, Tableau, etc.).
- Experience in the Financial Services, Technology, or related industry.
- Education Required: Working towards a degree qualified in a related discipline.
Come as You Are
Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.