CSM Ops Analyst - Global Data Maintenance & Reporting

Industry Category	Accounting / Finance	Position	Banking / Finance
Recruitment Department		Number Of Recruits	several
Work Location	Metro Manila (NCR) Taguig	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	Open to all levels	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-09-27	Valid Until	Valid for a long time

As a part of Global CSM Business Operations team, this role will work in partnership with senior executives across the regional Customer Success teams and will provide operational support for the delivery of global CSM data maintenance and reporting requirements. This role will drive more efficient, accurate, consistent, and timely maintenance of CSM data in our systems and files while driving CSM data automation initiatives in partnership with sales technology.

Role Responsibilities

1. Lead and own global Salesforce data maintenance processes and operating rhythms.

This includes:

Establishing a monthly/quarterly cadence for data maintenance and an operating rhythm to communicate updates to managementMaintaining accurate and timely Account Team, Opportunity Team, and Contact Ownership mappings for CSMs in SalesforceMaintaining CSM team role mappings and product specialisms, ensuring the Customer Success professionals with the right expertise and specialized knowledge are engaging with customersHelping drive automation in data updates and maintenance in partnership with sales technology teams

2. Lead global KPI reporting & analysis

3. Maintain accurate CSM headcount records and assist in quarterly commissions processes

4. Drive centralized financial analysis for management business reviews

5. Drive reporting and analysis around Desktop usage data to understand trends and risk areas

Skills and Competencies Required

Highly motivated and proactive, strong initiative and resourcefulKnowledge of Salesforce and advanced Excel skills a mustWorking knowledge of Tableau, a good-to-haveComfort with large volumes of data and ability to manage data complexityProcess improvement mindset with a keen focus on simplificationStrong communication skills (both written and verbal) and interpersonal skillsAbility to structure and self-manage own work for multiple projects, constantly re-assessing priorities to meet deadlines

LSEGLSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a commitment to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years.Data & AnalyticsOur acquisition of Refinitiv means we can provide the breadth and depth of financial data and best-in-class analytics that customers expect –driving innovation and growth across global markets.And our high-performance solutions –from trading, to market surveillance, to wealth solutions and more–help to enhance the performance of our customers.FTSE Russell is a leading global provider of financial indexing, benchmarking and analytic services with more than $16 trillion benchmarked to our indices –and offers an extensive range of data services and research.The combination of Refinitiv and FTSE Russell provides LSEG with leading capabilities in data, analytics, indices and benchmarksCapital MarketsWe offer our customers extensive access to capital markets and liquidity across multiple asset classes. We operate a broad range of international equity, fixed income, exchange-traded funds/exchange-traded products and foreign exchange markets. Our Group is home to several capital formation and execution venues: London Stock Exchange, AIM, Turquoise, CurveGlobal, FXall and Tradeweb (through a majority ownership interest).Post TradeWe support our customers’ clearing and reporting obligations, providing risk, balance sheet and financial resource management solutions, whilst working with our other divisions to extend this support across the value chain.A leading global clearing house with a strong presence across multiple asset classes, LCH helps financial institutions all over the world use their capital efficiently and manage counterparty risk. We work closely with sell-side clearing members and buy-side clients in conjunction with trading venues globally. UnaVista, a regulated platform that helps customers meet their reporting compliance obligations and reduce operational and regulatory risk through reporting, reference data and analytics solutions, further complements our Post Trade offering.Through a comprehensive suite of trusted financial market infrastructure services –and our open-access model –we provide the flexibility, stability and trust that enable our customers to pursue their ambitions with confidence and clarity.LSEG is headquartered in the United Kingdom, with significant operations in 70 countries across EMEA, North America, Latin America and Asia Pacific. We employ 25,000 people globally, more than half located in Asia Pacific. LSEG’s ticker symbol is LSEG.